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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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Fredrick R

Series 63, Series 65

Morris, IL

O'Hagan Group, Inc.

Fredrick Robinson is a financial advisor with O'Hagan Group, Inc. in Morris, Illinois, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Arbor Point Advisors, and SECURITIES AMERICA, inc., and has been with O'Hagan Group since 2012. Outside of advisory work, Robinson manages a grain farming operation and provides individual income tax preparation services. O'Hagan Group offers financial planning, consulting, and discretionary investment management to individuals, trusts, and estates, focusing on retirement accounts and a range of asset types. The firm employs a growth-and-value investment approach with fundamental company analysis and manages portfolios on a discretionary basis with continuous monitoring.

General retirement planning Wealth management Retirement income strategy
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Larry L

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

Larry Little is a financial advisor at Huntleigh Advisors, Inc. with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Huntleigh Securities Corporation since 2017. He is also president of Planning Associates Ltd., where he has been involved in insurance sales since 1976, and owner of Illinois Charity Auctions, Limited, which organizes charitable auctions for 501(c)(3) organizations. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of strategies, including a MindShare Small Companies program that integrates investor sentiment, charting, and fundamental research to target micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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William R

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

William Rodosky Jr. is a financial advisor with Huntleigh Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at K. W. Chambers & Co. since 1996 and has owned an accounting practice in Dwight, Illinois, since 1989. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm offers discretionary and non-discretionary asset management, retirement plan services, and employs a range of investment strategies including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Alan F

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

Alan Ferrari is a financial advisor at Huntleigh Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at K. W. Chambers & Co. since 1999. Outside of his advisory role, he is co-owner of Demigan Commercial Development Co. and owns an insurance business. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with asset management and retirement-plan services. The firm offers both model portfolio programs and customized management, including a specialized MindShare Small Companies program that combines investor-sentiment analysis with fundamental research.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Robert M

Series 66

Morris, IL

Northrock Partners, LLC

Robert Martin is a financial advisor with NorthRock Partners, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Ameriprise Financial Services from 2008 to 2026. Outside of his advisory role, Martin serves on the Board of Directors for the Morris Warriors and is a trustee on the advisory council for Immaculate Conception School, where he contributes to enrollment and fundraising initiatives. NorthRock Partners serves individuals, trusts, estates, charitable organizations, corporations, and private funds through a wrap-fee wealth management program that includes financial planning, portfolio management, retirement plan consulting, and non-investment Personal Office® services. The firm emphasizes a diversified, asset-allocation driven approach using independent managers and offers tax planning, bill-pay services, and discretionary investment management through custodians Schwab and Fidelity.

Retirement income strategy Wealth management Private / alternative investments Real estate investing Founder/Business Owner Executive
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John S

Series 63, Series 65

Dwight, IL

Huntleigh Advisors, Inc.

John Sullivan is a financial advisor at Huntleigh Advisors, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with K. W. Chambers & Co. since 1993. He is also an agent for fixed insurance products, with minimal time devoted to this activity. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients. The firm provides discretionary and non-discretionary asset management, ERISA retirement-plan services, and employs a range of fundamental, technical, charting, and quantitative strategies, including a distinctive MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Charles S

Series 63, Series 65

Godley, IL

IP Financial Advisory Services LLC

Charles Schad is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior work includes over two decades at Raymond James Financial Services and roles at Oak Knoll Insurance Strategies and Innovation Partners LLC. He serves as a board member and chair of the Godley Public Water District in Godley, IL. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and retirement-plan consulting. The firm offers customized investment portfolios and access to third-party advisors, emphasizing service to non-high-net-worth individuals.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Glenn G

Series 63, Series 66

Morris, IL

Citigroup Global Markets

Glenn Georgantas is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes 20 years at Harris Investor Services Inc. and four years at LPL Financial before joining Citigroup in 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Tax-loss harvesting ESG / Sustainable investing Executive Founder/Business Owner Attorney Consultant Technology Professional
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Dean S

Series 66

Wilmington, IL

Edward Jones

Dean Shepherd is a Series 66-licensed financial advisor with Edward Jones in Wilmington, IL, having 25 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

College savings (529s, UTMA, etc.) Business ownership considerations Wealth management Retirement income strategy Founder/Business Owner Newlywed/Engaged Young Families Intergenerational Families
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Connor S

Series 66

Coal City, IL

Edward Jones

Connor Skubic is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. His prior work includes positions at Illinois State University, Tri Fab Construction, and self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions, supported by a nationwide network of over 23,000 advisors.

College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Michael W

Series 63, Series 66

Morris, IL

Edward Jones

Michael Wright is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 1996. Outside of his advisory role, he is involved in commercial real estate ownership and management in the Morris area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and supports clients through a nationwide network of advisors and branch offices.

Charitable giving & philanthropy Divorce financial planning Multi-generational wealth transfer Retirement income strategy Retired Founder/Business Owner Executive LGBTQIA
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Wesley S

CFP®, Series 66

Wilmington, IL

Raymond James Financial

Wesley Smith is a CFP® professional with 13 years of industry experience, currently affiliated with Raymond James Financial. He has worked at Oak Knoll Financial Strategies, Daily & Francis Financial Services, and Raymond James Financial Services Advisors Inc. outside of his advisory role, he is involved in his wife’s piano and music lesson business, handling bookkeeping and financial oversight. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to deliver tailored recommendations.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Douglas H

Series 66

Wilmington, IL

Cetera

Douglas Hughes is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Summit Brokerage Services. Outside of his advisory work, he co-owns Hughes & Hughes Financial Advisors, Inc. and operates Hughes Investment Services. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and consulting services, combining advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions, along with retirement and fiduciary capabilities integrated into its broad 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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Michael M

Series 66

Wilmington, IL

Raymond James Financial

Michael Manner is a financial advisor with Raymond James Financial in Joliet, IL, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James Financial since 2007. Outside of his advisory role, he is involved with Oak Knoll Financial Strategies, LLC. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, often supporting clients through tailored financial plans and a range of implementation options.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Jennifer H

Series 63, Series 66

Morris, IL

Edward Jones

Jennifer Hock is a financial advisor at Edward Jones with seven years of industry experience, including twelve years at Grundy Bank prior to joining Edward Jones in 2021. She holds Series 63 and Series 66 designations. Outside of her advisory role, she serves as president of the Morris Downtown Development Partnership, a nonprofit supporting local businesses, and co-owns a booth at a local antique and thrift store where she and her sister resell rehabbed furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a 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 notable for its extensive network of advisors and branch offices, as well as its affiliated trust company and securities-based lending options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kara M

Series 66

Wilmington, IL

Raymond James Financial

Kara Mason is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services since 2015. Prior to this, she was with Oak Knoll Financial Strategies and Integrator Consulting Services. Outside of advising, she engages in affiliate marketing for platforms like TikTok, LTK, and Amazon. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and a distinctive advisory approach that emphasizes client decision authority.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Justin F

Series 66

Dwight, IL

Edward Jones

Justin Fox is a Series 66-registered financial advisor with Edward Jones, where he has worked since 2022. He has three years of industry experience, including a prior role at Insight FS and ongoing involvement with Fox Farms. Fox serves as a trustee on the Union Township Board in Odell, Illinois. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher S

Series 66

Wilmington, IL

Edward Jones

Christopher Scholtes is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at MetLife for 23 years before joining Edward Jones. 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 programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

General retirement planning Wealth management Educators, Teachers, and Academics Sales Professional Young Professionals Established Professionals
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Darlene R

Series 63, Series 65

Morris, IL

LPL Financial

Darlene Roepoundstone is a financial advisor at LPL Financial with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has been with LPL Financial since 2009. Outside of her advisory role, she is involved in insurance business activities through ROE-POUNDSTONE Wealth Management and Insurance and Resource Brokerage. 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 various delivery options supported by an in-house research team and a platform that integrates advisory and brokerage services.

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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Austin F

CFP®, ChFC®, Series 66

Morris, IL

Edward Jones

Austin Feeney is a financial advisor at Edward Jones in Morris, IL, holding the CFP®, ChFC®, and Series 66 designations with nine years of industry experience. He has been with Edward Jones since 2016 and previously worked at Saint Xavier University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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Paul M

Series 66

Morris, IL

LPL Financial

Paul Markiewicz is a Series 66-licensed financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Old National Bank, First Midwest Bank, Bank of America, Merrill, and other firms. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a range of investment solutions supported by an in-house research team, delivering both strategic and tactical portfolio management through a large 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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James F

Series 63, Series 66

Morris, IL

Edward Jones

James Feeney is a financial advisor with Edward Jones in Morris, Illinois, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. Feeney is also set to purchase the existing Edward Jones office building in Morris, Illinois. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Michael M

Series 65

Wilmington, IL

Raymond James Financial

Michael Merten is a financial advisor with Raymond James Financial Services Advisors Inc. and holds a Series 65 designation. He has 16 years of industry experience and has been with Raymond James since 2009. In addition to his advisory role, he provides accounting, bookkeeping, payroll, and tax preparation services through his own firm, Chamness & Merten. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored strategies developed through client collaboration and supported by extensive research and asset-allocation analysis.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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Michael P

Series 66

Morris, IL

Edward Jones

Michael Pfaff is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, he serves as a board member of the Morris Hospital Auxiliary. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment strategies through a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Tamara J

Series 63, Series 66

Coal City, IL

Edward Jones

Tamara Johnson is a financial advisor with Edward Jones in Coal City, Illinois. She holds Series 63 and Series 66 licenses and has 22 years of industry experience, including 23 years at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Grant W

Series 66

Morris, IL

Edward Jones

Grant Whybark is a financial advisor with Edward Jones in Morris, Illinois, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at First Midwest Bank for five years. He serves as a trustee for the Morris Police Pension Fund and is the president of the University of St. Francis Golf Foundation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly D

Series 63, Series 66

Morris, IL

LPL Financial

Kelly Dransfeldt is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked at Grundy Bank for 20 years and was involved with Powerhouse Gym for two decades. 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 and combines large-scale advisory operations with non-advisory product offerings.

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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Stephen T

Series 63, Series 65

Dwight, IL

LPL Financial

Stephen Tock is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with LPL Financial since 1994. Outside of his advisory work, he prepares federal and state tax returns and serves as a notary public. 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 variety of investment solutions supported by an in-house research team and a broad platform that combines advisory and brokerage services.

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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Max S

Series 66

Dwight, IL

Edward Jones

Max Sulzberger is a financial advisor with Edward Jones in Dwight, Illinois, holding a Series 66 license and 14 years of industry experience. He has worked at Edward Jones since 2011. Outside of advising, he is involved in his community as the head varsity basketball coach at Dwight Township High School and as a basketball coach for 5th and 6th grade girls at Dwight Township Grade School. He also holds silent ownership in a local sports academy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and provides a range of advisory strategies through a nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen F

CFP®, Series 66

Wilmington, IL

Raymond James Financial

Stephen Francis is a CFP® with over 20 years of experience in the financial services industry. He is affiliated with Raymond James Financial and has held various roles since 2005, including ownership positions in Oak Knoll Tax Co., Oak Knoll Insurance Strategies, and Oak Knoll Farm/Francis Bros., where he manages a share crop farming operation. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client assessments and supported by a broad affiliate network.

General retirement planning Business succession planning Cash flow / budgeting Founder/Business Owner Retired
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