Shawn Johnson is a financial advisor at Kingsview Wealth Management, LLC with 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of advising, he is active as a college football and high school referee and officiates adult, high school, and middle school track meets. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, providing wealth management, financial planning, and asset management. The firm delivers services through a network of Investment Adviser Representatives and an internal portfolio group, offering tailored portfolio management and access to proprietary and third-party investment strategies.

Trevor Gray is a CFP® and holds a Series 66 license with 15 years of industry experience. He has worked at Edward Jones for 14 years before joining Kingsview Wealth Management, LLC and Kingsview Partners, LLC in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including in-house portfolios and third-party managers, offering a broad range of investment instruments and access to alternative investments.

Eric Caswell is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kingsview in 2023. Outside of his advisory role, Caswell serves as a board member of Brownfield Farmers Cooperative and is involved in several agricultural ventures, including a family farming operation and a cattle business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.

Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He previously worked at Edward Jones for 11 years and serves in the Ohio Army National Guard. Outside of financial advising, he owns and operates real estate rental properties. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, and corporate entities, providing wealth management, financial planning, and asset management services through a network of advisers and an internal portfolio management group.

Donald Dormeier is a financial advisor at Kingsview Wealth Management, LLC with 50 years of industry experience. He holds a Series 63 designation and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, including its internally managed Monarch ETFs, and offers access to a broad range of investment instruments and third-party managers.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Ralph Brooks Jr. is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 15 years before joining Kingsview in 2024. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led financial planning combined with model-based and separately managed strategies, including proprietary ETFs and access to alternative investments.

Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC and Kingsview Wealth Management since 2019, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including proprietary ETFs and access to alternative investments.

Nevile Makau is a financial advisor at Kingsview Wealth Management, LLC in Nashville, TN, holding a Series 66 designation with one year of industry experience. Prior to joining Kingsview, he worked at Edward Jones for three years and has experience in non-financial roles including at A&N Heating and Cooling and T-Mobile. He also was involved with Mama Agnes Special Kids, a nonprofit organization. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management. The firm combines tailored portfolio management by Investment Adviser Representatives with proprietary model strategies developed by an internal portfolio group.

Jonathan Millman is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kingsview Partners LLC since 2019. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors from 2012 to 2019. He is also a partner at M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through investment adviser representatives and an in-house portfolio group, combining advisor-led planning with model-based and separately managed strategies.

Kristopher Kumlien is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 14 years prior to joining Kingsview in 2026. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers wealth management, financial planning, and asset management through a network of Investment Adviser Representatives and an internal portfolio group, providing tailored portfolio management and access to various investment strategies and products.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 credential and over 14 years of experience in the financial services industry. His prior roles include positions at American Express, Rain City Capital, and JPMorgan Chase, as well as running his own consulting firm, JBirch Consulting. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services combining advisor-led planning with model-based and separately managed strategies, including internally sponsored ETFs and access to third-party managers.

Michael Enriquez is a financial advisor at Kingsview Wealth Management, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2012 to 2020. Enriquez also serves as president of Striving For Alpha Wealth Management, an LLC related to his compensation arrangements. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning and portfolio construction with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC with 17 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2009. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a wide range of investment instruments and third-party managers.

Cory Hixson is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with Kingsview Wealth Management, LLC, where he has worked since 2025, following an 11-year tenure at Edward Jones. Outside of his advisory role, he manages Hixson Holdings, LLC, a business he has operated since 2012. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a diverse client base including individuals, high-net-worth clients, pensions, trusts, and charitable organizations. The firm integrates advisor-led financial planning with model-based and separately managed strategies, offering access to a wide range of investment instruments and third-party managers.

Zane Christian is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Kingsview Asset Management since 2018, with prior experience at Wells Fargo Clearing and WELLS FARGO Advisors. Christian is also a licensed insurance agent and occasionally offers insurance products to clients. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments and third-party managers.

Heather Ponsano is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, CUNA Brokerage Services, and Ebert Capital Management. Outside of her advisory role, she has been involved as a sales consultant for Arbonne, a home-based multi-level marketing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led and model-based strategies, including internally managed portfolios and ETFs.

Greer Ducker is a financial advisor at Kingsview Wealth Management, LLC with 26 years of industry experience. He previously worked at Edward Jones for 25 years before joining Kingsview Partners and Kingsview Wealth Management in 2024. Outside of his advisory role, he owns Lucky Ducker Enterprises, LLC, a commercial rental property business in Greensboro, NC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a range of investment instruments and access to third-party managers and alternative investments.

Nicholas Sposa is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 10 years before joining Kingsview in 2022. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion for individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through a combination of advisor-led planning and model-based portfolio strategies, including proprietary ETFs and third-party investment options.

Brett Sposa is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at Kingsview Wealth Management, LLC and Kingsview Partners LLC since 2022 and previously spent six years at Edward Jones. Outside of his advisory role, he is president and director of The Giving Game Inc., a nonprofit that operates monthly virtual events to raise money and awareness for charities. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies and offers access to a broad range of investment instruments and third-party managers.