Gibbs Wealth Management, LLC

Keegan Colangelo is a financial advisor at Gibbs Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial and TW Retirement Strategies. Outside of financial advising, he has experience managing rental property communications and maintenance. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services. The firm uses third-party platforms and a combination of analytical approaches to guide client allocations, emphasizing risk management and tax-efficient solutions.

Daniel Mowery is a financial advisor at Gibbs Wealth Management, LLC with seven years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America, PRUCO Securities, American Retirement Institute, Retirement Wealth Advisors, Hoffman Financial Group, and Impact Partnership. Outside of his advisory role, Mowery is involved in the sales of Medicare Supplement policies. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and model portfolios. The firm employs a mix of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Jonathan Loyhayem is a financial advisor with Gibbs Wealth Management, LLC, holding a Series 65 credential and beginning his advisory career in 2025. He has experience operating Alevo Financial & Insurance Agency and Alevo Wealth Management, where he oversees staff and business operations. In addition to his advisory role, he serves as CEO of Jonathan & Ethan Inc., a real estate management company. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements. The firm employs various analytical approaches to guide allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Mary Deutsch is a financial advisor at Gibbs Wealth Management, LLC, holding a Series 65 license with one year of industry experience. She is also the owner and insurance agent of MTD Financial, Inc., and serves as president of Tess Marketing, Inc., a business marketing services company. Additionally, she is a managing member of Eight 22 Alpha, LLC, a real estate investment venture. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches to guide asset allocations and emphasizes risk management, tax efficiency, and guaranteed-income solutions where appropriate.

Lisa Brumfield is a financial advisor with Gibbs Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her prior roles include positions at Marathon Group Wealth Management, Visionary Wealth Management, and Coppell Advisory Solutions. She owns Marathon Group Financial, where she conducts life insurance analysis, retirement income reviews, and develops business strategies for insurance companies, particularly in the public employer market. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and employing a mix of analytical approaches to guide allocations while emphasizing risk management and tax-efficient solutions.

Jason Mcgilvery is a financial advisor at Gibbs Wealth Management, LLC in Alpharetta, GA, holding Series 63 and Series 66 licenses with 29 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm emphasizes model portfolio management guided by various analytical approaches and offers educational seminars and co-branded services.

Cherisse Ferrier Yarde is a financial advisor at Gibbs Wealth Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including NYLIFE Securities LLC, New York Life Insurance Company, and Allstate Insurance Company. Outside of her advisory role, she is involved in insurance brokering for non-registered insurance products. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and strategists. The firm employs a mix of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions in its client portfolios.

Douglas Clancy is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at firms including Woodbridge Wealth and Retirement Planning Services, Inc. In addition to his advisory role, Clancy owns and operates CSWTA Insurance Solutions, where he sells fixed life insurance and annuities. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management, utilizing third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches to guide allocations and emphasizes risk management, tax-efficient strategies, and guaranteed-income solutions.

Kurtis Barnett is a financial advisor at Gibbs Wealth Management, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Virtue Capital Management, Horter Investment Management, and The Financial Archit, where he has been involved in annuity and insurance sales. Barnett also refers business owners to specialized tax services focused on R&D tax credits. 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 allocations. The firm emphasizes risk assessment, tax-efficient strategies, and guaranteed-income solutions in its investment process.

Chyenne Hayes is a financial advisor at Gibbs Wealth Management, LLC with two years of industry experience. She holds a Series 65 designation and has worked at MipPro Wealth Management Inc, Orfin & Associates, and Culvers. Outside of finance, she has experience working with Woodside Bible Church. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services. The firm utilizes third-party platforms and model portfolios, employing various analytical approaches to guide allocations and emphasizes risk management and tax-efficient solutions.

Steven Katz is a financial advisor at Gibbs Wealth Management, LLC with six years of industry experience. He holds a Series 65 designation and previously worked at Winer Wealth Management Inc. and Evergreen Team Insurance Marketing. Gibbs Wealth Management provides discretionary portfolio management and advisory services to individual and high-net-worth clients, utilizing third-party platforms and strategists. The firm emphasizes a mix of analytical approaches to portfolio allocation and offers educational seminars alongside co-branded IAR services.

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coppell Advisory Solutions LLC dba Fusion Capital Management. Outside of his advisory role, Messina is the owner of Messina Wealth Group, where he is involved in insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements through third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches and emphasizes risk assessment, tax efficiency, and guaranteed-income solutions in its investment process.

Dustin Mitchell is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Coppell Advisory Solutions and Kinetic Investment Management, Inc. He is also involved in Mitchell Financial Group, where he sells fixed annuities, fixed indexed annuities, and life insurance independently. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing third-party platforms and strategists such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a combination of analytical approaches and emphasizes risk management, tax efficiency, and guaranteed-income solutions.

Ronald Litteral Jr. is a financial advisor at Gibbs Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Fidelity Investments. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a range of analytical approaches to guide client allocations. The firm emphasizes risk management, tax-efficient strategies, and offers educational seminars alongside advisory services.

Michael Lee is a financial advisor at Gibbs Wealth Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Baker Richards Wealth Management, LLC and CreativeOne Securities, LLC, among other firms. Outside of advisory roles, he is involved in fixed insurance sales through the Rasberry Group. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, using advisor-directed model management and sub-advisory arrangements. The firm employs a mix of analytical approaches to guide allocations and emphasizes risk audits, tax-efficient strategies, and guaranteed-income solutions.