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.

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.

Ryan Parson is a financial advisor with Sunlight Peaks Financial Partners, LLC, holding the CFP® and ChFC® designations and seven years of industry experience. He previously worked at Colonial Capital Management, LLC and has been associated with Heritage Capital USA, Inc. since 2012. Outside of his advisory role, Parson is involved in various business management and ownership activities, including several non-investment-related entities focused on real estate and transportation. Sunlight Peaks Financial Partners provides investment consulting, private investment sourcing, and financial planning primarily to accredited and qualified investors with significant investable assets. The firm operates on a non-discretionary, consultative basis, emphasizing buy-and-hold strategic asset allocation and due diligence for private funds, and offers services including a Virtual Family Office for complex household relationships.

Daniel Mc Caslin is a CFP® professional with five years of industry experience, currently serving at Evolution Vision Wealth Management. Prior to joining Evolution Vision Wealth Management in 2026, he worked at TNL Asset Management dba Snowball Wealth Management for five years and spent fourteen years at Alpine Bank. Evolution Vision Wealth Management provides discretionary asset management and financial planning primarily to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $65 million across 98 client relationships through individualized portfolios that incorporate fundamental, technical, and cyclical analysis, emphasizing bundled planning within asset management.

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 20 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked with Commonwealth since 2005, with a brief overlapping role at Resource Financial Planning Corporation where he also maintains an ongoing affiliation. He is the owner and president of Advance Financial, Inc., a private company established for securities and investment advisory business activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, third-party asset manager access, 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.

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.

Lindsay Maglione is a financial advisor at Edward Jones with two years of industry experience and holds a Series 66 designation. Prior to returning to Edward Jones in 2023, Lindsay worked at Epic Custom Glass and Salt, gaining experience in both financial and entrepreneurial roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a comprehensive range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor and branch network along with affiliated financial services.

Zachary Meissner is a financial advisor with OSAIC, holding CFP® and ChFC® designations and the Series 66 license, with 18 years of industry experience. He has worked at Pacific Capital Resource Group since 2008 and has been with OSAIC since 2020. Outside of advisory roles, he serves as Treasurer on the Board of Trustees for the Mariner's Cove Beach Club. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and automated rebalancing to manage portfolios that may include a broad range of securities.

James Finkle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2013. Outside of his advisory role, he is an independent insurance agent representing various insurance companies. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services delivered through a network of independent Financial Professionals, utilizing a variety of investment platforms and strategies tailored to client objectives.

Cameron Williams is a CFP® professional with 39 years of industry experience, currently serving as a financial advisor at Stifel since 2009. He holds Series 63 and Series 65 licenses and is based in Glenwood Springs, Colorado. Outside of finance, he is a partner in a cooperative art gallery, Gallery 809 DBA Cooper Corner Gallery, in Glenwood Springs. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Scott Bolitho is a financial advisor with Cetera, holding a Series 63 designation and bringing 42 years of industry experience. He has been with Cetera and its related entities since 2013 and has a long career that includes roles at Travelers Insurance Group and Glenwood Insurance Agency. Outside of his advisory work, Bolitho serves as a board member for the Glenwood Springs Golf Club and the Garfield RE2 School Board, and he is a director of the Glenwood Hot Springs Lodge & Pool. Cetera Investment Advisers LLC operates a nationwide network of independent advisors serving a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management strategies, financial planning services, and access to third-party money managers.

Daniel Snow is a financial advisor at Edward Jones in New Castle, Colorado, with three years of industry experience. He holds a Series 66 designation and previously worked for eight years at Bloedorn Lumber before joining Edward Jones in 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets under management.

Nathaniel Walsh is a financial advisor at Edward Jones with four years of industry experience. Before joining Edward Jones in 2021, he worked at Ghent Chevrolet and Colorado Cultivars. Outside of his advisory role, he co-owns a cattle ranch in Meeker, Colorado, where his family manages day-to-day operations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets and offers a range of investment strategies and tax-efficient services through a nationwide network of more than 23,000 financial advisors.

Levi Fetterhoff is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MMA Securities, Maui Classic Charters, Transamerica Investors Securities Corporation, Janus Capital Management, and Suehiro. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and a proprietary money market fund.

Jathan Mc Glade is a financial advisor with Edward Jones in Glenwood Springs, CO, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he works as a caregiver for a health care business in Colorado Springs. Edward Jones is a full-service wealth management firm serving individual and institutional clients nationwide, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment strategies under a fiduciary standard, supported by a large network of financial advisors and branch offices.

Barry Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management with more than 20 years of experience. He works with high-net-worth individuals across Texas and 25 other states, developing integrated wealth management strategies tailored to clients’ personal and professional goals. Barry has built long-standing relationships with clients that often span multiple generations, and he leads a multi-generational team including his son, Barry III, to ensure continuity of service for client families. Before joining Merrill Lynch, Barry was a Certified Public Accountant and worked in institutional sales for seven years, providing him with a perspective that supports clients in addressing tax consequences and market volatility. He helps translate complex financial principles into clear concepts to give clients confidence in their investment decisions. Barry’s areas of focus include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, investment strategy, tax minimization, and retirement income. Barry earned a Bachelor of Business Administration degree in Accounting from the University of Texas at Austin. Originally from Dallas and raised in Houston, he resides in Houston with his wife, Mary, and their son. Barry enjoys basketball, bicycling, hiking, racquetball, tennis, and spending time with his family. He also helps manage a scholarship fund that provides tuition support for medical students.

Savannah Kellogg is a financial advisor at Edward Jones with four years of industry experience. She holds the Series 66 designation and has previous work experience that includes positions at CorePower Yoga and the University of Denver. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Danielle Howard is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. She has been with Cambridge Investment Research Advisors since 2014 and has a background working with Lighthouse Financial, Angel Fund, Wealth by Design, and TRT Partnership. Outside of her advisory role, Howard is involved in public speaking and facilitation, serves as an author, and holds leadership positions with Habitat for Humanity—Roaring Fork Valley and Savvy Ladies LLC, a women’s financial coaching organization. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial wellness services. The firm offers a range of investment implementation strategies through multiple platforms and maintains proprietary model strategies alongside access to unaffiliated strategists.

Jonah Kelley is a financial advisor at Edward Jones in Glenwood Springs, CO, holding a Series 66 designation. He has one year of industry experience. Prior to joining Edward Jones, he worked at Aspen Skiing Company and Vail Resorts and was involved with Sue Giess Strings Company and River Valley Ranch Golf Course. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Nicole Randall is a financial advisor at Edward Jones in Glenwood Springs, CO, holding a Series 66 designation with two years of industry experience. Prior to her current role, she worked at Edward Jones in various capacities since 2018 and has experience in healthcare settings including Aspen Valley Hospital and Kids Dental. Outside of her advisory work, she has provided personal caregiving services in her community. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Jack Willis is a financial advisor at Edward Jones in Glenwood Springs, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including as a driver for File Finders LTD and a food service server at Aspen Glen Club. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and fiduciary services supported by a national network of more than 23,000 financial advisors.

Rodney Naylor is a financial advisor at Stifel with 12 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus since 2013. He serves as a board member of the Penrose Plaza Unit Owner's Association in Glenwood Springs, Colorado. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and planning analyses.

Hollis Kelley Jr. is a financial advisor with Edward Jones in Glenwood Springs, Colorado, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Edward Jones since 1993. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its large advisor and branch network, affiliated mutual funds, and a fiduciary standard of service.

Austin Hamilton is a financial advisor at Stifel with 10 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019, following three years at Edward Jones. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended as a basis for client decisions.

Donald Tapp Jr. is a CFP® professional with 24 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Avantax Advisory Services and Avantax Investment Services, and he owns Don Tapp CPA, Inc., which provides tax planning, preparation, and business consulting services. He is involved with Northwestern Colorado Youth for Christ, assisting with financial and tax reporting. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, providing access to both affiliated and unaffiliated managers with various program structures and investment strategies.

Deborah Birch is a CFP® with 26 years of industry experience, currently serving with Cambridge Investment Research Advisors since 2020. Her prior roles include positions at Avantax Insurance Agency, Avantax Advisory Services, and Avantax Investment Services. Outside of her advisory work, she is involved with Roaring Fork Financial Services, a firm providing CPA, enrolled agent, tax preparation, and accounting services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of proprietary and third-party investment models and platform arrangements.

Breanna Mccallum is a CFP®-credentialed financial advisor with Stifel Nicolaus & Co Inc, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she serves as Board Chair of the Glenwood Springs Chamber Resort Association and holds board positions with the Garfield County Library Foundation and the Our School Nursery and Preschool Parent Advisory Group. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Blaine Franklin is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. Prior to joining Raymond James in 2022, he spent 24 years at Edward D. Jones & Co. He is involved in agricultural activities through the Franklin Cattle Company, assisting with family ranching on weekends. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal finance work and specialized advisory programs.

Molly McMahon is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Cambridge Investment Research Advisors since 2017 and has held roles at Strategic Wealth Design and Cambridge Investment Research Inc. McMahon is also a notary public. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Michael Mccallum is a financial advisor with Stifel, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2003. Outside of his advisory role, he serves as chairman of Community on the Move and is a board member of the Glenwood Springs Golf Club. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and planning.

Amy Allred Fetterhoff is a CFP® and ChFC® with 19 years of industry experience, currently serving as a financial advisor at Edward Jones since 2007. She holds the Series 66 designation and is based in Glenwood Springs, Colorado. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors and offers a range of advisory strategies under a fiduciary standard.