Robert Allen is a Series 65-licensed advisor with Gibbs Wealth Management, LLC in Rockland, MA, and has four years of industry experience. He also manages Harper Financial Associates, where he is involved in life insurance and annuity sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios.

Jon Jon Knepp is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and six years of industry experience. He also owns and operates Knepp Enterprise Inc. DBA Knepp Financial Group, a financial services and insurance business he founded in 2005. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

John Olson Jr. is a financial advisor at Gibbs Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, and Beacon Wealth Management. Outside of advisory work, Olson supervises rental housing through a sole proprietorship. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model portfolios using third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Breck Jacobs is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Sempre Avanti, Hornor Townsend & Kent Inc, and Jacobs Financial Group LLC. Jacobs is also involved in insurance as an owner and agent of Future Focus Financial. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists to implement model portfolios.

Stephen Baldwin is a financial advisor at Gibbs Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and has worked at firms including Kinetic Investment Management and Visionary Wealth Management. Outside of advisory roles, Baldwin owns and operates Capital Insurance Group, Inc., an insurance sales and services business. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that uses third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Brendan Grady is a financial advisor with Gibbs Wealth Management, LLC in Pineville, NC. He holds a Series 65 credential and has 11 years of industry experience, including roles at FormulaFolios, Gradient Investments, Clarity Financial Group, and Questar Asset Management. Outside of his advisory work, he serves as an insurance agent for fixed insurance products and has been involved in hosting dinner seminars through his related business, Grady Group, Inc. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios delivered through OPS and Orion OCIO platforms. The firm focuses on portfolio management rather than financial planning and occasionally uses third-party managers for hedging or income strategies.

Mcgarry Murray is a financial advisor at Gibbs Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at several firms including Brookstone Capital Management and Simplicity Wealth, LLC. Outside of his advisory role, Murray is a self-employed insurance agent and is involved in residential real estate investment and renovation through multiple ventures. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing advisor-directed model management and sub-advisory arrangements to implement client portfolios.

Theodore Moyer is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has worked at several firms including Legacy 360 Financial and Questar Asset Management. In addition to his advisory role, he is an insurance agent with a majority ownership interest in Legacy 360 Financial LLC. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring model portfolios tailored to clients’ financial situations, goals, and risk tolerances.

Anthony Montenegro is a Series 65-licensed advisor with Gibbs Wealth Management, LLC, based in Pasadena, CA. He has 13 years of industry experience, including ownership of Montenegro Financial Inc. Outside of financial advising, he is involved in marketing and management through Black Mountain Marketing Inc. and holds a partial ownership in a hair salon business. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a variety of analytical approaches to guide investment allocations.

Brian Whitaker is a financial advisor with Gibbs Wealth Management, LLC in Burlington, WI. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. His prior roles include positions at Visionary Wealth Management, Great Lakes Wealth Management, Questar Asset Management, and PRUCO Securities. Outside of his advisory work, Whitaker is involved in insurance sales through his ownership of 1st Opulence Financial LLC and Whitaker Insurance, and he also has farming income. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through advisor-directed model management programs, utilizing third-party platforms and strategists to implement model portfolios tailored to clients’ financial situations, goals, and risk tolerance.

Andrew Pieracini is a financial advisor at Gibbs Wealth Management, LLC in Holland, Ohio, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Silver Oak Securities, Inc. and Legacy Group Planning, as well as experience in the manufacturing sector at Swanton Welding Company. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm’s investment process focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Jackson Favors is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Northwestern Mutual and Gibbs Financial Group. He has also been involved with Community Concierge Service outside of the financial industry. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance rather than constructing proprietary portfolios.

Justin Mundt is a financial advisor at Gibbs Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Mundt Wealth Management and Coppell Advisory Solutions. Mundt is also involved in consulting for CPAs and co-leads a proactive business advisory partnership with a tax professional. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists, focusing on portfolio model selection and monitoring rather than proprietary security selection.

Kelly Tully is a Series 65-licensed advisor at Gibbs Wealth Management, LLC with experience working at Knepp Financial Group since 2019 and as a self-employed professional since 2013. Outside of financial advising, Tully is the president of Filiorum Publishing, a book publishing company specializing in children's literature and freelance writing. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Judith Villella is a financial advisor with Gibbs Wealth Management, LLC in Bridgeville, PA. She holds a Series 65 credential and has one year of experience in the industry. She also owns and operates Smart Retirement Options LLC, where she serves as an insurance agent. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists. The firm’s process focuses on selecting and monitoring model portfolios based on client financial situations, goals, and risk tolerance.

Derick Legg is a financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has prior experience at Total Financial Wealth Management and TFS Financial Solutions. Outside of advisory work, he has operated Legg Enterprises for ten years and serves as an insurance agent selling annuities. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients using advisor-directed model portfolios from third-party platforms and strategists. The firm focuses on portfolio selection and monitoring based on client goals and risk tolerance rather than proprietary portfolio construction.

Steven Holland is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with three years of industry experience. He has been associated with InvestSafe Financial since 2011, where he owns and operates a business focused on assisting retirees with retirement accounts through seminars and client meetings. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios and platforms to tailor investment strategies based on clients’ financial situations, goals, and risk tolerances.

Justin Turney is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and three years of industry experience. He has worked with Gibbs Wealth Management since 2023 and operates Turney Financial Group, a business focused on fixed index annuities and life insurance, where he serves as an agent and office manager. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through an advisor-directed Model Management program that uses third-party platforms and strategists to implement model portfolios. The firm’s investment approach focuses on selecting and monitoring third-party model portfolios based on a client’s financial situation, goals, and risk tolerance.

Emile Babin is a CFP® and Series 63 licensed advisor with five years of industry experience. He is currently with Gibbs Wealth Management, LLC and has prior experience at Eagle Strategies, LLC, NYLIFE Securities LLC, and New York Life Insurance Co. Additionally, he operates Babin & Associates, LLC, an insurance business he has owned since 1998. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and model portfolios guided by a combination of analytical approaches. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Michael Santos is a financial advisor at Gibbs Wealth Management, LLC in Pineville, NC. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Gibbs Wealth Management, he worked with Northwestern Mutual in various capacities and has military service experience in the Armed Forces. Gibbs Wealth Management provides discretionary investment advisory services primarily to individual and high-net-worth clients through a model management program that utilizes third-party platforms and strategists to implement model portfolios.