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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

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Debra S

Series 63, Series 65

Creston, WA

AE Wealth Management, LLC

Debra Starkey is a financial advisor at AE Wealth Management, LLC with 29 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at several firms, including Encompass More Asset Management LLC, Alto Financial Group, and Key Investment Services. In addition to her advisory role, she is a licensed insurance agent providing insurance products to clients through Alto Financial Group. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary management, and financial planning, supported by an internal Investment Consulting Group and programs licensing models to other RIAs.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
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Michael M

Series 63, Series 65

Creston, WA

Integrity Alliance, LLC

Michael Mcmartin is a financial advisor at Integrity Alliance, LLC with 40 years of industry experience. He previously worked at Hornor, Townsend & Kent, Inc. for 26 years and has been with Lion Street Advisors and Lion Street Financial since 2018. Mcmartin holds Series 63 and Series 65 licenses. Integrity Alliance serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, through a network of 164 independent advisers. The firm offers a range of investment management and consulting services, utilizing multiple platforms and investment approaches to tailor portfolios to client needs.

Annuities ESG / Sustainable investing
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