Daniel Mc Caslin

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.

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.

Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 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.

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 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.