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FORM ADV PART 2B: BROCHURE SUPPLEMENT
Zachary Aaron Agenbroad
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Zachary Agenbroad (CRD# 7871909) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV
Part 2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Zachary Agenbroad is available on the SEC's Investment Adviser Public Disclosure website
at www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 2000
ZACHARY AARON AGENBROAD
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Hampton University, B.S. in Economics, 2023
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Associate Portfolio Manager
Bloomberg | Economics Analyst Intern
Hampton University Student Managed Investment Fund | President
02/2024 to Present
06/2023 to 08/2023
08/2021 to 05/2023
ITEM 3 – DISCIPLINARY INFORMATION
Zachary Agenbroad has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Zachary Agenbroad is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Zachary Agenbroad does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Zachary Agenbroad is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who
can be reached at 804-285-7333. Zachary Agenbroad is bound by and adheres to Godsey & Gibb Wealth Management’s
established written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Jacob Jerome Bellinger II
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Jacob Bellinger II (CRD# 7678556) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part
2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Jacob Bellinger II is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 1991
JACOB JEROME BELLINGER II
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Claflin University, B.S. in Business Administration, 2018
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Associate Portfolio Manager
Morris Financial Concepts | Investment Operations Assistant
11/2024 to Present
02/2022 to 10/2024
ITEM 3 – DISCIPLINARY INFORMATION
Jacob Bellinger II has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Jacob Bellinger II is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Jacob Bellinger II does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Jacob Bellinger II is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can
be reached at 804-285-7333. Jacob Bellinger II is bound by and adheres to Godsey & Gibb Wealth Management’s
established written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to
clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Peter Kenneth Braden, CFP®
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Peter
Braden (CRD# 1637922) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part 2A
Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the
contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Peter Braden is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 1964
PETER KENNETH BRADEN, CFP®
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
University of Richmond, MBA in Business, 1992
Washington & Lee University, B.A. in Economics, 1986
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Wealth Management Advisor
Hatteras Funds | Client Portfolio Manager
Granville Capital, Inc. | Principal
Fiserv | Senior Sales Executive
Braden Consulting, LLC | President
UBS Financial Services | Alternative Investments Consultant
Bank of America | Director, Regional Investments
J.P. Morgan | Vice President
Scott & Stringfellow | Managing Director, Fee Based Programs
Wheat First Union | Senior Vice President
3/2017 to Present
5/2015 to 7/2015
6/2012 to 3/2015
7/2010 to 5/2012
1/2008 to 7/2010
8/2005 to 12/2007
4/2003 to 4/2005
5/2001 to 12/2002
12/1998 to 4/2001
12/1986 to 5/1998
PROFESSIONAL DESIGNATION(S)
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP®
designation have demonstrated competency in all areas of finance related to financial planning. Candidates
complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate
planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work
experience, agree to adhere to the CFP Board's code of ethics and professional responsibility and financial
planning standards and complete 30 hours of continuing education every two years.
ITEM 3 – DISCIPLINARY INFORMATION
Peter Braden has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Peter Braden is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Peter Braden does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Peter Braden is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Peter Braden is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Kyle Michael Fischer, CFP®
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Kyle
Fischer (CRD# 6601181) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part 2A
Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the
contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Kyle Fischer is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 1988
KYLE MICHAEL FISCHER, CFP®
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Clemson University, M.S. in Accounting, 2012
Clemson University, B.S. in Accounting, 2011
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Wealth Management Advisor
LPL Financial | Wealth Advisor
The Peace Center | Administrative Assistant
Elliot Davis Decosimo, LLC | Auditor
08/2019 to Present
05/5016 to 11/2017
10/2015 to 01/2016
10/2012 to 08/2015
PROFESSIONAL DESIGNATION(S)
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP®
designation have demonstrated competency in all areas of finance related to financial planning. Candidates
complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate
planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work
experience, agree to adhere to the CFP Board's code of ethics and professional responsibility and financial
planning standards and complete 30 hours of continuing education every two years.
ITEM 3 – DISCIPLINARY INFORMATION
Kyle Fischer has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Kyle Fischer is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Kyle Fischer does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Kyle Fischer is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Kyle Fischer is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Michael Reilly Gibb
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Michael R. Gibb (CRD# 6017943) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part
2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Michael R. Gibb is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
MICHAEL REILLY GIBB
Year of Birth: 1986
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Virginia Commonwealth University, B.S. in Economics, 2013
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | President & CEO
Godsey & Gibb Wealth Management | Vice President
Godsey & Gibb Wealth Management | Portfolio Manager
Godsey and Gibb Wealth Management | Portfolio Management Assistant
Full-Time Education | Student
Godsey & Gibb Wealth Management | Portfolio Management Assistant
01/2019 to Present
01/2017 to 01/2019
12/2013 to 12/2016
09/2010 to 12/2013
11/2008 to 09/2010
02/2006 to 11/2008
ITEM 3 – DISCIPLINARY INFORMATION
Michael R. Gibb has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Michael R. Gibb is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Michael R. Gibb does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Michael R. Gibb is supervised by Godsey & Gibb Wealth Management’s Board of Directors who can be reached at 804-
285-7333. Miachel R. Gibb is bound by and adheres to Godsey & Gibb Wealth Management’s established written Code of
Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Christopher Maxwell Leslie, CFP®, CIMA®
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Christopher Leslie (CRD# 5971390) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV
Part 2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Christpher Leslie is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 1985
CHRISTOPHER MAXWELL LESLIE, CFP®
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Southern New Hampshire University, M.S. in Finance, 2018
University of South Florida, B.S. in Finance, 2010
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Director of Portfolio Management
Godsey & Gibb Wealth Management | Portfolio Manager
TIAA, FSB | Portfolio Analyst
TIAA, FSB | Sr. Account Services Analyst
TIAA, CREF | Individual Advisory Services Outreach Consultant
TD Ameritrade | Financial Representative Broker
07/2024 to Present
06/2022 to 06/2024
01/2020 to 06/2022
09/2017 to 01/2020
09/2012 to 08/2017
08/2011 to 09/2012
PROFESSIONAL DESIGNATION(S)
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP®
designation have demonstrated competency in all areas of finance related to financial planning. Candidates
complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate
planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work
experience, agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning
standards and complete 30 hours of continuing education every two years.
CERTIFIED INVESTMENT MANAGEMENT ANALYST
The CIMA designation is issued by the Investments and Wealth Institute (formerly IMCA). To earn each certification,
each CIMA candidate must complete a self-study program, attend a one-week classroom education program
provided by an Association to Advance Collegiate Schools of Business (“AACSB”) accredited university business
school , pass an online examination after self-study and an on-line comprehensive certification examination after
meeting all requirements of a registered classroom education program and also complete a minimum of 30 hours
of continuing education every two years.
ITEM 3 – DISCIPLINARY INFORMATION
Christopher Leslie has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Christopher Leslie is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Christopher Leslie does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Christopher Leslie is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can
be reached at 804-285-7333. Chistopher Leslie is bound by and adheres to Godsey & Gibb Wealth Management’s
established written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Jeanmarie McGowan, CFA
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Jeanmarie McGowan (CRD# 2579481) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV
Part 2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Jeanmarie McGowan is available on the SEC's Investment Adviser Public Disclosure website
at www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
JEANMARIE MCGOWAN, CFA®
Year of Birth: 1966
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Virginia Commonwealth University, MBA in Business Administration, 1997
Elon University, B.S. in Business Administration/Finance, 1987
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Chief Investment Officer
Godsey & Gibb Wealth Management | Director of Research
Virginia Commonwealth University | Adjunct Professor
Tattersall Advisory Group | Portfolio Specialist
Trigon Services, Inc. | Portfolio Manager
06/2020 to Present
02/2014 to 06/2020
01/2011 to 12/2014
10/2002 to 12/2010
06/1994 to 08/2002
PROFESSIONAL DESIGNATION(S)
CHARTERED FINANCIAL ANALYST®
This designation is offered by the CFA Institute (formerly the Association for Investment Management and Research
[AIMR]). To obtain the CFA® charter, candidates must successfully complete three exams and gain at least three (3)
years of qualifying work experience, among other requirements. In passing these exams, candidates demonstrate
their competence, integrity and extensive knowledge in accounting, ethical and professional standards, economics,
portfolio management and security analysis.
ITEM 3 – DISCIPLINARY INFORMATION
Jeanmarie McGowan has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Jeanmarie McGowan is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Jeanmarie McGowan does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Jeanmarie McGowan is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who
can be reached at 804-285-7333. Jeanmarie McGowan is bound by and adheres to Godsey & Gibb Wealth Management’s
established written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Emil Joaquin Pichardo, CFP®
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Emil
Joaquin Pichardo (CRD# 2243727) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV
Part 2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about this Investment Advisor Representative is available on the SEC's Investment Adviser Public
Disclosure website at www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
EMIL JOAQUINE PICHARDO, CFP®
Year of Birth: 1965
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Ball State University, BSA. in Accounting, 1998
Ball State University, B.A. in Finance, 1987
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Wealth Management Advisor
Edward Jones Investments | Financial Advisor
Charles Schwab & Co., Inc. | Director of Human Resources
Charles Schwab & Co., Inc. | Senior Manager
Charles Schwab & Co., Inc. | Client Services Manager
09/2025 to Present
07/2023 to 08/2025
9/2012 to 7/2023
12/2005 to 8/2012
9/1999 to 11/2005
PROFESSIONAL DESIGNATION(S)
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP®
designation have demonstrated competency in all areas of finance related to financial planning. Candidates
complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate
planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work
experience, agree to adhere to the CFP Board's code of ethics and professional responsibility and financial planning
standards and complete 30 hours of continuing education every two years.
ITEM 3 – DISCIPLINARY INFORMATION
Emil Joaquin Pichardo has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Emil Joaquin Pichardo is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Emil Joaquin Pichardo does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Emil Joaquin Pichardo is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who
can be reached at 804-285-7333. Emil Joaquin Pichardo is bound by and adheres to Godsey & Gibb Wealth
Management’s established written Code of Ethics and Policies & Procedures manual for advice the supervised person
provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Kevin David Riley
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Kevin
Riley (CRD# 2169482) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part 2A
Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the
contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Kevin Riley is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Year of Birth: 1967
KEVIN DAVID RILEY
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Florida State University, B.S. in Marketing, 1991
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Wealth Management Advisor
USAA Wealth Management | Director
Marshwinds Advisory Company | Sr. Vice President
Charles Schwab & Company, Inc. | Vice President and Branch Manager
06/2015 to Present
12/2013 to 6/2015
2/2013 to 11/2013
3/1992 to 8/2012
ITEM 3 – DISCIPLINARY INFORMATION
Kevin Riley has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Kevin Riley is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Kevin Riley does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Kevin Riley is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Kevin Riley is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Danny Lee Savage
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Danny L. Savage (CRD# 2232727) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part
2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Danny L. Savage is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
DANNY LEE SAVAGE
Year of Birth: 1967
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
Indiana University in Bloomington, B.S. in Social Sciences, 1992
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Managing Director
Charles Schwab & Co., Inc | Branch Manager
02/2006 to Present
01/1992 to 01/2006
ITEM 3 – DISCIPLINARY INFORMATION
Danny Savage has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Danny Savage is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Danny Savage does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Danny Savage is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Danny Savage is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Cole Edwards Shugart
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Cole
Edwards Shugart (CRD# 7971615) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part
2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Cole Edwards Shugart is available on the SEC's Investment Adviser Public Disclosure website
at www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
COLE EDWARDS SHUGART
Year of Birth: 1997
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
New Mexico State University, M.A. in Communication Studies, 2023
University of Portland, M.S. in Finance, 2021
University of Portland, B.S. in Biology & Chemistry, 2020
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Associate Portfolio Manager
Equitable Advisors, LLC | Registered Representative
07/2025 to Present
04/2024 to 03/2025
ITEM 3 – DISCIPLINARY INFORMATION
Cole Edwards Shugart has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Cole Edwards Shugart is not actively engaged in any other investment-related business activities other than providing
advisory services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Cole Edwards Shugart does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Cole Edwards Shugart is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who
can be reached at 804-285-7333. Cole Edwards Shugart is bound by and adheres to Godsey & Gibb Wealth Management’s
established written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Ephraim Ulmer
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of
Ephraim Ulmer (CRD# 822497) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part
2A Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about
the contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Ephraim Ulmer is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
EPHRAIM ULMER
Year of Birth: 1947
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
University of South Carolina, J.D., 1973
The Citadel, B.A. in Business Administration, 1969
BUSINESS EXPERIENCE
Godsey & Gibb Wealth Management | Vice President/Secretary
Godsey & Gibb Wealth Management | Vice President
09/1998 to Present
09/1991 to 09/1998
ITEM 3 – DISCIPLINARY INFORMATION
Ephraim Ulmer has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Ephraim Ulmer is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Ephraim Ulmer does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
Ephraim Ulmer is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Ephraim Ulmer is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
FORM ADV PART 2B: BROCHURE SUPPLEMENT
Marc Anthony Verdi, CPA/PFS, CFP®
INVESTMENT ADVISOR REPRESENTATIVE
GODSEY & GIBB WEALTH MANAGEMENT
6806 Paragon Place, Suite 230
Richmond, VA 23230
(804) 285-7333
www.godseyandgibb.com
REVISED 09/08/2025
This Form ADV Part 2B (“Brochure Supplement”) provides information about the background and qualifications of Marc
A. Verdi (CRD# 5485381) that supplements the Godsey & Gibb Wealth Management (CRD# 105650) Form ADV Part 2A
Disclosure Brochure. If you have not received a copy of the Disclosure Brochure or if you have any questions about the
contents of this Brochure Supplement, please contact us at (804) 285-7333 or compliance@godseyandgibb.com.
Additional information about Marc A. Verdi is available on the SEC's Investment Adviser Public Disclosure website at
www.adviserinfo.sec.gov by searching their full name or individual CRD number.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
MARC ANTHONY VERDI, CPA/PFS, CFP®
Year of Birth: 1969
ITEM 2 – EDUCATIONAL BACKGROUND AND BUSINESS EXPERIENCE
EDUCATION
University of Virginia, M.S. in Accounting, 1998
University of Virginia, B.S. in Commerce and Accounting, 1997
BUSINESS EXPERIENCE
Godsey & Gibb | Director of Tax & Financial Planning and Chief Financial Officer
Well Coleman & Company | Tax Manager
Marc A Verdi, LLC | Owner
Morgan Stanley Smith Barney | Personal Banker
CB&H Wealth Management Services, LLC | Investment Advisor
Cherry, Bekaert & Holland, LLP | Manager
Keiter Stephens Hurst Gary & Shreaves, PC | Senior Tax Associate
Ernst & Young, LLP | Audit Senior
Insmed, Inc. | Assistant Controller
Ernst & Young, LLP | Staff Auditor
08/2013 to Present
06/2012 to 07/2013
03/2012 to 06/2012
08/2009 to 03/2012
01/2009 to 07/2009
12/2007 to 07/2009
09/2004 to 12/2007
07/2002 to 08/2004
07/2000 to 07/2002
10/1998 to 07/2000
PROFESSIONAL DESIGNATION(S)
CERTIFIED PUBLIC ACCOUNTANT (CPA)
To become a CPA, candidates must pass the Uniform Certified Public Accountant Examination, set by the American
Institute of Certified Public Accountants and administered by the National Association of State Boards of
Accountancy. Candidates must complete a bachelor's degree with a minimum number of qualifying credit hours in
accounting and business administration with an additional 1-year study. CPAs are required to take continuing
education courses including an ethics course to renew their license with most states requiring 120 hours every 3
years with a minimum of 20 hours per calendar year.
PERSONAL FINANCIAL SPECIALIST
The PFS designation is awarded by the American Institute of Certified Public Accountants (AICPA) to those who have
taken additional training and already have a CFP® designation. Every PFS credential holder is a licensed CPA and a
member in good standing in the AICPA; has met strict education and eligible business experience requirements,
including two (2) years of full-time business or teaching experience in personal financial planning and has agreed to
the AICPA Code of Professional Conduct.
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The program is administered by the Certified Financial Planner Board of Standards Inc. Those with the CFP®
designation have demonstrated competency in all areas of finance related to financial planning. Candidates
complete studies on over 100 topics, including stocks, bonds, taxes, insurance, retirement planning and estate
planning. Candidates must pass the CFP® certification exam, complete qualifying work experience, agree to adhere
to the CFP Board's code of ethics and professional responsibility and financial planning standards, and complete
30 hours of continuing education every two years.
ITEM 3 – DISCIPLINARY INFORMATION
Marc Verdi has no reportable disciplinary history.
ITEM 4 – OTHER BUSINESS ACTIVITIES
Marc Verdi is not actively engaged in any other investment-related business activities other than providing advisory
services through Godsey & Gibb Wealth Management.
ITEM 5 – ADDITIONAL COMPENSATION
Marc Verdi does not receive any economic benefit from any person, or entity for providing advisory services.
ITEM 6 – SUPERVISION
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com
Marc Verdi is supervised by Michael Reilly Gibb, President & CEO of Godsey & Gibb Wealth Management who can be
reached at 804-285-7333. Marc Verdi is bound by and adheres to Godsey & Gibb Wealth Management’s established
written Code of Ethics and Policies & Procedures manual for advice the supervised person provides to clients.
GODSEY & GIBB WEALTH MANAGEMENT | www.godseyandgibb.com
P: (804) 285-7333 | F: (804) 285-9268 | compliance@godseyandgibb.com