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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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Gregory B

Series 63, Series 65

West Decatur, PA

GWN Securities Inc.

Gregory Blaschak is a financial advisor with GWN Securities Inc. in West Decatur, PA, holding Series 63 and Series 65 licenses and with 33 years of industry experience. He has been with GWN Securities since 2008 and also works with LSA Securities/Allstate Financial Services. Outside of advisory roles, he is involved in the sales of fixed annuities, life insurance, and long-term care products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm manages approximately $3.65 billion across over 37,000 accounts and offers a range of managed-account programs and model portfolios through a large network of advisors.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Retirement withdrawal strategies Founder/Business Owner
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Matthew H

Series 63, Series 65

Patton, PA

LPL Financial

Matthew Holtz is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 18 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group Inc for 18 years. He is also the owner of Matt Holtz Paintless Dent Repair, a business he has operated since 2004. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a broad network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Ryan H

Series 63, Series 65

Patton, PA

LPL Financial

Ryan Holtz is a financial advisor at LPL Financial with two years of industry experience. He previously worked at NEXT Financial Group, Inc. for two years and owns Holtz Plumbing & Heating LLC, a business he has operated since 2012. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Brian S

Series 63, Series 65

Patton, PA

LPL Financial

Brian Simanski is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. Prior to joining LPL Financial in 2025, he spent a decade at Next Financial Group Inc. Outside of his advisory work, he owns a business called The Pirate's Cove in Patton, PA. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides a range of delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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Randy M

Series 63, Series 65

Tyrone, PA

Cambridge Investment Research Advisors

Randy Miles Sr. is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and Cambridge Investment Research, Inc. since 2001. Outside of his advisory role, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals using multiple account platforms.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Robert H

Series 63, Series 65

Smithmill, PA

OSAIC

Robert Hawkins is a financial advisor at OSAIC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Hawkins is a member and owner of Hawk Financial Group LLC, which provides financial services though he is not currently active in advisory business. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of advisory and brokerage services through its extensive network of financial advisors.

Annuities Founder/Business Owner Executive Retired
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Jason M

Series 66

Tyrone, PA

Ameriprise

Jason Miller is a Series 66-licensed financial advisor with Ameriprise, based in Tyrone, PA, and has 21 years of industry experience. He has worked at Ameriprise and its affiliated entities since 2000 and currently owns and manages an Ameriprise franchise previously operated by his father. Outside of his advisory role, he serves as a deacon in his local church. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

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

Series 63, Series 65

Houtzdale, PA

OSAIC

Gene Wardo is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Securities America Advisors, Investacorp, LPL, and Invest Financial Corporation. Outside of his advisory work, he owns and operates Big Rock Swing and Ping, an automated golf driving range, and B&G Trees, a tree care business, and serves on the board of Moshannon Valley Partnership, which supports regional business development. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm employs a comprehensive investment process combining risk tolerance assessments with asset allocation and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired
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Bud B

Series 63, Series 65

Tyrone, PA

Cambridge Investment Research Advisors

Bud Boom is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 20 years of industry experience. He has been with Cambridge since 2006. Outside of his advisory role, he serves as chairman of the board for the Northern Blair County Regional Sewer Authority and is a trustee of a nonprofit supporting Boy Scouts in his local area. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, charitable organizations, and pension plans through a network of independent Financial Professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, employing a range of investment strategies delivered at the advisor level.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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Craig M

Series 63, Series 65

Osceola Mills, PA

Cambridge Investment Research Advisors

Craig Moore is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including prior work at PNC Investments. Moore serves as a board member and supervisory committee member for Timebrland Federal Credit Union. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and investment strategies.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Annuities Retired Founder/Business Owner Executive
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