Paul Gibert Jr. is a CFP® with 30 years of industry experience and is a principal at Gibert Wealth Management in Charlotte, NC. He previously worked for Kestra Advisory and Kestra Investment Services from 2010 to 2026. Gibert also holds a minor shareholding in a family real estate and investment company. Gibert Wealth Management offers discretionary wealth management and retirement plan advisory services to retirement plan sponsors, business entities, and fiduciary clients including trusts and charitable organizations. The firm manages roughly $316 million in assets using a mix of quantitative and qualitative analysis along with modern portfolio theory to construct and monitor diversified portfolios.

Brenton Smith is a financial advisor at Gibert Wealth Management in Chapel Hill, NC, holding Series 63, 65, and 66 licenses with 22 years of industry experience. His prior roles include positions at Kestra Investment Services, LLC, Merrill, and BB&T Securities. Smith also has experience as a registered representative handling securities trading and advisory services through Kestra-affiliated entities. Gibert Wealth Management provides discretionary wealth management and retirement plan advisory services to retirement plan sponsors, fiduciary clients, and business entities. The firm manages approximately $316 million in discretionary assets, utilizing a diversified investment approach that includes both quantitative and qualitative analysis and offers access to independent managers through custodian programs.