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.

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 19 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.

Antonio Antunes is the sole advisor at Antunes International Investment Management in Glenwood Springs, CO, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Antunes International Investment Management since 2007. The firm provides fee-only investment management and financial planning to individuals, trusts, and nonprofit organizations, with a focus on discretionary portfolio management and written financial plans. Its investment approach combines long-term strategic asset allocation with shorter-term tactical adjustments, using fundamental, technical, and cyclical analyses, and serves a notable international client base including charitable organizations.

Bradley Zanin is a Series 65 licensed financial advisor with 26 years of industry experience. He has been with Aspen Financial Solutions, LLC, an independent firm based in Carbondale, CO, since 2011 and also operates Cow Horse Productions, LLC. Aspen Financial Solutions provides discretionary portfolio management to individuals, high-net-worth clients, and charitable organizations. The firm follows a long-term, low-cost, index-based asset allocation strategy combined with options and diversified securities, managing approximately $17 million across 13 client accounts as a solo adviser.

Christopher Ryan is a CFA® charterholder with 24 years of industry experience. He has been with Ryan Investment Management, Inc. since 2001. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices by providing comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, low-cost index fund and ETF strategy combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Matthew Owings is a financial advisor at Ryan Investments with 13 years of industry experience. He holds the Series 65 designation and has worked previously at M. Austin Investments, LLC and Equus Private Wealth. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices, offering comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, actively allocated approach using primarily low-cost index funds and ETFs, combined with a price-based, trend-following discipline and customized municipal bond portfolio management.

Martin Knous is a CFP® with seven years of industry experience, currently serving at Flagstone Financial Advisors, Inc. since 2018. Prior to joining Flagstone, he worked at Anton Collins Mitchell LLP for three years. Flagstone Financial Advisors, Inc. provides discretionary investment management and financial planning to individuals, trusts, charitable organizations, corporations, and estates. The firm manages approximately $75 million and emphasizes customized, client-driven portfolios using no-load mutual funds, ETFs, and equities, with a focus on long-term investing complemented by periodic account reviews and tax-informed planning.

Ryan Parson is a CFP® and ChFC® with eight years of industry experience. He is currently a financial advisor at Sunlight Peaks Financial Partners, LLC and has also been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory work, Parson is involved in several business management and real estate ventures, including ownership roles in multiple limited liability companies focused on business management, real estate transactions, and transportation. Sunlight Peaks Financial Partners provides comprehensive financial planning through a Virtual Family Office, offering non-discretionary investment consulting, research, and private investment sourcing for individuals, trusts, estates, corporations, and pension plans. The firm emphasizes a buy-and-hold strategic asset allocation approach with a focus on private equity and alternative investments, operating without discretionary trading authority or traditional asset-under-management fees.

Nathaniel Kaup is a CFA® charterholder with four years of industry experience. He is currently with Ryan Investments and concurrently associated with M. Austin Investments, LLC and Equus Private Wealth Management, LLC. His prior experience includes a four-year tenure at Credit Suisse AG. Ryan Investments serves high-net-worth individuals, nonprofit clients, and family offices with comprehensive wealth management and discretionary portfolio management. The firm employs a globally diversified, active allocation strategy primarily using low-cost index funds and ETFs, combined with a price-based, trend-following trading discipline and customized municipal bond portfolio management.

Kenneth Ransford is the sole advisor at Finesse Funds, LLC, holding a Series 65 license with 21 years of industry experience. He is also the sole attorney and owner of Ken Ransford, P.C., a law firm in Basalt, Colorado, where he practices law and accounting with an emphasis on tax matters. He is a licensed CPA in Colorado and has maintained his legal and accounting practices alongside his advisory work. Finesse Funds provides investment management and financial planning services to individuals, trusts, and small businesses, with a focus on Section 529 college savings plans. The firm employs a Modern Portfolio Theory–based approach, utilizing low-cost index funds and ETFs, asset allocation questionnaires, and periodic rebalancing, while offering both discretionary and non-discretionary account management through a third-party sub-advisor.

Daniel Mc Caslin is a CFP® professional at Evolution Vision Wealth Management with five years of industry experience. He previously worked at TNL Asset Management dba Snowball Wealth Management for five years and Alpine Bank for fourteen years. Evolution Vision Wealth Management is a small advisory firm serving individuals, trusts, estates, charitable organizations, and business entities with discretionary asset management services. The firm employs tailored portfolios using a combination of fundamental and technical strategies and integrates financial planning within its asset management offerings.

Eli La Vaude is affiliated with Finesse Funds, LLC and holds a Series 65 designation. He has four years of work experience at Ken Ransford P.C. prior to his current role. Finesse Funds provides investment advisory and financial planning services to individuals, trusts, and small businesses, often utilizing diversified asset allocation grounded in Modern Portfolio Theory. The firm commonly refers clients to third-party managers or manages discretionary accounts directly, focusing on index mutual funds and ETFs with periodic rebalancing.

Michael Aroesty is a CFP® and Series 66 credentialed advisor with 16 years of industry experience. He has been with D.B. Root & Company, LLC since 2015. D.B. Root & Company, LLC provides financial planning, discretionary portfolio management, wealth management, and investment consulting to individuals and institutional clients, including employer-sponsored retirement plans, non-profits, endowments, and foundations. The firm manages approximately $952 million in discretionary assets and advises on over $11 billion in assets under advisement through a multi-advisor team structure.

Katherine Preston is a financial advisor with Western Wealth Management LLC and holds a Series 66 designation. She has 11 years of industry experience, including a decade at Edward Jones and roles at LPL Financial and GPS Wealth Strategies Group. Preston is based in Basalt, Colorado. Western Wealth Management LLC serves a diverse client base including individuals, charitable and corporate entities, and pension plan sponsors, offering portfolio management, financial planning, and retirement consulting. The firm operates as a decentralized network of 88 advisers and employs a range of investment strategies across multiple asset classes.

Donald Click is a financial advisor with Commonwealth Financial Network in Glenwood Springs, CO. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. His prior work includes long-term engagements with Resource Financial Planning Corporation and ownership of the Don Click Insurance Agency. Outside of his advisory role, he owns DM Management, Inc., a holding company for sports tickets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm provides a broad support platform including managed-account programs, access to third-party asset managers, and custody services, utilizing both internally managed and outsourced investment solutions.

Timothy Rahmeier is a CFP® with 21 years of experience in the financial industry. He is currently affiliated with Commonwealth Financial Network and has spent his career between Commonwealth and Resource Financial Planning Corporation. Rahmeier is also the owner and president of Advance Financial, Inc., a private entity involved in securities and investment advisory business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and their individual and institutional clients. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Matthew Cova is a CFP® professional with nine years of industry experience. He is currently affiliated with Commonwealth Financial Network and has previously worked with Resource Financial Planning Corp and the Roaring Fork School District. Outside of his advisory role, he coaches and provides private training classes through Defiance Strength and Conditioning. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad platform including managed-account programs, access to third-party asset managers, and custody services, while providing a variety of investment options and back-office support.

Albert Lacher is a financial advisor at William Blair with Series 63 and Series 65 credentials and 52 years of industry experience. He has worked at William Blair & Company, L.L.C. since 1973 and William Blair International, Limited since 1999. William Blair’s Private Wealth Management division provides investment management, financial planning, and wealth services to individuals, foundations, pension, and corporate clients. The firm employs an active, research-driven approach across equities, fixed income, and alternative strategies, offering proprietary models and access to private funds through its MB Investments Program.

Stephen Fisher is a CFP® professional with 32 years of experience in financial advising at Money Concepts Capital Corp. He has been with the firm since 1994 and also serves as president and owner of NCM, Inc., a consulting business related to record keeping and family matters. Additionally, he holds management roles with Coker Royalties LLC. Money Concepts Capital Corp operates as an enterprise-scale advisory firm serving a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm employs model-driven, asset-allocation strategies with both discretionary and non-discretionary programs and utilizes third-party managers and platforms such as Envestnet for support.

Greg Guardiano is a financial advisor with Kestra Advisory Services, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as a math instructor at Colorado Mountain College since 2011. Outside of his advisory role, Guardiano works as a canoe trip guide and performs magic shows. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients such as large institutional investors and sovereign wealth funds.