Filters

Direct booking

firm logo

Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

Find a financial advisor

Out of 400,000+ nationwide

user avatar
firm logo

Matthew S

Series 66

Sidney, MT

Empower Advisory Group

Matthew Senn is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has previously worked at New Century Gold and Thrivent Investment Management Inc. Before entering financial services, he was employed at Blarney Stone Pub. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar
firm logo

Elizabeth V

Series 66

Sidney, MT

Edward Jones

Elizabeth Verhasselt is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Her prior experience includes roles at Supporting Strategies and Kringen Construction. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management and a network of more than 23,000 financial advisors. The firm offers a range of advisory programs and affiliated investment products, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Gerald H

Series 63, Series 66

Sidney, MT

Edward Jones

Gerald Hughes is a financial advisor with Edward Jones in Sidney, Montana, holding Series 63 and Series 66 licenses and 31 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as a trustee for an inheritance trust, involved in managing land leasing decisions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Tamra M

CFP®, Series 66

Sidney, MT

Cetera

Tamra Maltese is a CFP® professional with 23 years of industry experience, currently serving at Cetera. She has held roles at multiple firms including Fiduciary Trust and Avantax, and operates Maltese Financial Services LLC. Outside of her advisory work, she is president and a board member of the Shinnick Memorial Charitable Foundation and participates in her local church finance council. Cetera Investment Advisers supports a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm employs a range of portfolio management strategies and fiduciary solutions, combining retirement capabilities with a broad trust and institutional platform.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar
firm logo

Nicholas L

Series 63, Series 66

Sidney, MT

Edward Jones

Nicholas Lonski is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he serves as president of the Bishop of Myra Foundation, a personal foundation he co-manages with his wife, and is an assistant wrestling coach at Sidney High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
firm logo

Jamie M

Series 66

Sidney, MT

Edward Jones

Jamie Malsam is a financial advisor with Edward Jones in Sidney, MT, holding a Series 66 designation and seven years of industry experience. Prior to joining Edward Jones in 2018, he worked for six years at the Sidney Police Department. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branches.

General retirement planning Wealth management Retired Founder/Business Owner Executive
firm logo

Lauren S

CFP®, Series 66

Sidney, MT

Edward Jones

Lauren Sukut is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. She holds the Series 66 designation and is based in Sidney, MT. Outside of her advisory work, she serves as secretary for the Sidney Gymnastics Club, where she manages meeting minutes and coordinates gymnast competition registrations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General estate planning guidance Retired Founder/Business Owner Executive
user avatar
firm logo

Jace J

Series 66

Sidney, MT

Edward Jones

Jace Johnson is a financial advisor with Edward Jones in Sidney, Montana, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he worked at Brady Martz and has experience in education and hospitality. He serves as a director of the Eagle Foundation, which raises funds and approves grants for local schools. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar
firm logo

Garrison H

Series 66

Sidney, MT

Edward Jones

Garrison Hughes is a financial advisor at Edward Jones in Sidney, Montana, holding a Series 66 designation with two years of industry experience. He previously worked at Edward Jones from 2018 to 2023 and has experience with Lulubee Artisanal Chocolates. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies and services supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")

We found advisors who
match your criteria

Add your contact info to see them and get help making the right introduction.

We'll only reach out about your advisor search.

No spam.