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Salvatore L

Series 63, Series 66

Shawnee, KS

Gibbs Wealth Management, LLC

Salvatore Lavely is a financial advisor with Gibbs Wealth Management, LLC in Shawnee, KS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. His prior roles include positions at Absolute Wealth Management and Prudential-affiliated firms. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing advisor-directed models and third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of fundamental, technical, and modern portfolio theory approaches to portfolio allocation and emphasizes risk management and tax-efficient strategies.

Options & derivatives strategies Concentrated stock management
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John R

Series 63

Danville, CA

Gibbs Wealth Management, LLC

John Reising is a financial advisor at Gibbs Wealth Management, LLC with 19 years of industry experience. He holds a Series 63 designation and has previously worked at Brookstone Capital Management and operated his own firms, including Reising Financial Services, Inc. Outside of his advisory role, he is an owner and insurance agent involved in the sale of fixed annuities, fixed indexed annuities, and life insurance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a combination of analytical approaches to guide investment allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Options & derivatives strategies Concentrated stock management
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Jesse D

CFP®, Series 63, Series 65

Houston, TX

Gibbs Wealth Management, LLC

Jesse Dietz is a Certified Financial Planner (CFP®) with 20 years of experience in the financial services industry. He is currently with Gibbs Wealth Management, LLC and has held prior positions at firms including Retirement Planners of Texas, which he founded and managed. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients, utilizing third-party model portfolios through advisor-directed programs. The firm focuses on selecting and monitoring model portfolios based on clients’ financial situations, goals, and risk tolerance.

Options & derivatives strategies Concentrated stock management
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Daniel O

Series 65

Bloomfield Twp, MI

Gibbs Wealth Management, LLC

Daniel Orfin is a Series 65-licensed financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. He has worked at MipPro Wealth Management Inc. and Gibbs Wealth Management since 2024 and has operated Orfin and Associates Inc. since 2000. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed model management program, utilizing third-party platforms and strategists to implement model portfolios. The firm focuses on selecting and monitoring third-party model portfolios based on client financial situations, goals, and risk tolerance.

Options & derivatives strategies Concentrated stock management
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William S

Series 63, Series 65

Birmingham, AL

Gibbs Wealth Management, LLC

William Smith is a financial advisor with Gibbs Wealth Management, LLC, based in Birmingham, AL. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Gibbs Wealth Management in 2024, he worked at Triumph Wealth Advisors, Inc. and World Equity Group. He is also the owner of Bill Smith Wealth Management, LLC. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and a range of analytical approaches to guide investment allocations.

Options & derivatives strategies Concentrated stock management
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Gregory B

Series 65

Sunnyvale, CA

Gibbs Wealth Management, LLC

Gregory Babcock is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at multiple firms, including Virtue Capital Management, LLC, and Horter Investment Management, LLC. Babcock is also the owner of Integrity Wealth Management & Insurance Services, LLC, where he is involved in the sales of insurance and annuity products. 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, rather than constructing proprietary portfolios.

Options & derivatives strategies Concentrated stock management
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Arika L

Series 63, Series 65

Bellevue, WA

Gibbs Wealth Management, LLC

Arika Larson is an advisor with Gibbs Wealth Management, LLC in Bellevue, WA. She holds Series 63 and Series 65 registrations and has been involved in financial services through her own firm, Arika Larson Insurance and Financial Services, since 2001. She joined Gibbs Wealth Management in 2026. Gibbs Wealth Management serves individual and high-net-worth clients by providing discretionary investment advisory services through a model management program that utilizes third-party platforms and strategists to implement model portfolios tailored to clients’ financial situations and risk tolerance.

Options & derivatives strategies Concentrated stock management
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Jessica C

Series 65

Tucson, AZ

Gibbs Wealth Management, LLC

Jessica Castle is a financial advisor at Gibbs Wealth Management, LLC with a Series 65 designation. She has experience working at several firms including Federal Employee Retirement Advisors, RJP Estate Planning, and Financial Alliance & Insurance Solutions, Inc. Outside of her advisory roles, she has been involved with Financial Alliance & Insurance Solutions, Inc. for nine years. 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 analytical approaches such as fundamental and technical analysis.

Options & derivatives strategies Concentrated stock management
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Laura P

Series 63, Series 65

Lemoyne, PA

Gibbs Wealth Management, LLC

Laura Pesek is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. Her prior roles include positions at Rose Financial Management, Woodbury Financial Services, and Questar Asset Management. She is also an insurance agent involved in sales of fixed annuities, disability, health, life, property and casualty insurance, and employee benefits through her sole proprietorship, LP Financial Associates. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide investment allocations.

Options & derivatives strategies Concentrated stock management
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