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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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Guido E

Series 65

Mcclellanville, SC

The Charles Towne Agency

Guido Evangelista is a financial advisor at The Charles Towne Agency with seven years of industry experience. He holds a Series 65 designation and has worked with EURO Dollar Financial Group Inc and Ciao Bella Inc in prior roles. The Charles Towne Agency is a state-registered investment advisory firm that provides fee-only, hourly financial planning to high-net-worth individuals, families, and institutional clients. The firm focuses on non-discretionary recommendations and written financial plans without managing portfolios or accepting discretionary authority.

General retirement planning Charitable giving & philanthropy General tax planning General estate planning guidance
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George B

PFS™, Series 63, Series 66

Awendaw, SC

Cetera

George Boyle Jr. is a financial advisor at Cetera with 20 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 66 licenses. His career includes roles at Avantax Planning Partners, Avantax Advisory Services, and Avantax Investment Services, and he also serves as president of G P Boyle & Associates, PC, a tax preparation and accounting firm. Additionally, he is an accountant at GW Tax and Accounting, LLC. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions through a network of over 6,800 advisors. The firm combines advisor-managed accounts, model portfolios, and third-party solutions, with notable retirement and fiduciary capabilities integrated into its 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
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Alan F

CFP®, Series 63, Series 65

Awendaw, SC

Ameriprise

Alan Federico is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Ameriprise. He previously worked at RBC Capital Markets for seven years before joining Ameriprise. Federico is also an owner of Bullyard Sound LLC and serves on the board of directors for the TAR Network. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in investable assets, combining research, modeling, and tax-efficiency analysis to generate personalized recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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