Overview

Assets Under Management: $1.4 billion
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 444
Average Client Assets: $2 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Fee Structure

Primary Fee Schedule (ADV PART II - A - BROCHURE)

MinMaxMarginal Fee Rate
$0 $1,000,000 1.00%
$1,000,001 $2,000,000 0.75%
$2,000,001 and above 0.50%

Minimum Annual Fee: $5,000

Illustrative Fee Rates
Total AssetsAnnual FeesAverage Fee Rate
$1 million $10,000 1.00%
$5 million $32,500 0.65%
$10 million $57,500 0.58%
$50 million $257,500 0.52%
$100 million $507,500 0.51%

Clients

Number of High-Net-Worth Clients: 444
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.90
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,787
Discretionary Accounts: 1,766
Non-Discretionary Accounts: 21

Regulatory Filings

CRD Number: 105650
Filing ID: 2004876
Last Filing Date: 2025-07-22 11:04:00
Website: https://godseyandgibb.com

Form ADV Documents

Additional Brochure: ADV PART 2B - BROCHURE SUPPLEMENT (2025-09-15)

View Document Text
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