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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 Widow/Widower Divorced

Advisors near 47872

Out of 400,000+ nationwide

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William C

Series 63, Series 65

Rockville, IN

FIFTH THIRD SECURITIES, Inc.

William Cox is a financial advisor with Fifth Third Securities, Inc. in Terre Haute, Indiana, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Fifth Third Securities since 2015. Fifth Third Securities, Inc. provides brokerage and investment advisory services through its Passageway Managed Account Program to a diverse client base, including individuals, charitable organizations, corporate entities, and institutional investors. The firm is distinguished by its municipal-advisor registration and affiliation with Fifth Third Bank, offering multiple discretionary managed-account options and advanced features such as direct indexing and tax-overlay services.

Passive / index investing Tax-loss harvesting ESG / Sustainable investing General retirement planning
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Eric B

CFP®, Series 66

Rockville, IN

Edward Jones

Eric Byers is a CFP® and holds a Series 66 designation with Edward Jones, where he has worked for a total of nine years across two periods starting in 2012. He has four years of industry experience and previously operated Byers Farms LLC, an agricultural business where he was involved in animal care and equipment maintenance. Byers currently works in Rockville, IN. 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 nationwide network of more than 23,000 financial advisors. The firm provides both discretionary and non-discretionary strategies, affiliated mutual funds, and operates under a fiduciary standard.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
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Monti B

Series 63, Series 66

Rockville, IN

Edward Jones

Monti Byers is a financial advisor with Edward Jones in Rockville, Indiana, holding Series 63 and Series 66 licenses and over 32 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he serves as president of BBZ Enterprises, Inc., where he is involved in sourcing investment capital and examining financial statements for real estate investments. Edward Jones is a full-service wealth management firm that serves individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor and branch network and offers affiliated mutual funds, tax-efficient services, and securities-based lending options.

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

Series 63, Series 66

Clinton, IN

Edward Jones

Gregory Harbison is a financial advisor with Edward Jones in Clinton, IN, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is an at-large board member of the Rockville Rotary Club and is involved in a family-owned farm business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a variety of advisory programs, managed accounts, and affiliated investment products with a nationwide network of financial advisors.

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

Series 66

Rockville, IN

Edward Jones

Jessica Lynk is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, Lynk serves on the board of directors for Torch Newspapers, Inc. 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 under management and offers a range of advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Retirement income strategy College savings (529s, UTMA, etc.) General retirement planning Wealth management Retired Founder/Business Owner Executive
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Laurie H

Series 66

Clinton, IN

Edward Jones

Laurie Harbison is a Series 66-licensed financial advisor with Edward Jones in Clinton, Indiana, with two years of industry experience. She previously worked at 1st Source Bank from 2014 to 2016 and rejoined Edward Jones in 2024 after an earlier eight-year tenure. Outside of her advisory role, Laurie’s spouse has a minority interest in family-owned farmland rented for agricultural production. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors, offering discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds.

Retirement income strategy General retirement planning College savings (529s, UTMA, etc.) Wealth management Retired Founder/Business Owner Executive
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Chance J

Series 66

Clinton, IN

Edward Jones

Chance Jones is a financial advisor at Edward Jones in Clinton, IN, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Collom Excavating, Trine University, and Riverton Parke Highschool. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages approximately $1.01 trillion in assets and is notable for its extensive retail advisor and branch network as well as affiliated capabilities beyond advisory services.

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

Series 66

Rockville, IN

Edward Jones

Nathan Eslinger is a financial advisor with Edward Jones in Rockville, Indiana, holding a Series 66 designation and four years of industry experience. He previously worked at Centier Bank for five years and at RR Donnelley and Sons/LSC Communications for one year. 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 solutions supported by 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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