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.

Lisa Rosenberg is a Series 66-credentialed financial advisor with two years of industry experience. She is currently with Kingsview Wealth Management, LLC and previously worked at Edward Jones. Rosenberg has an academic background with positions at Elon University and the University of North Carolina at Greensboro. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves a diverse client base including 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 strategies, including internally managed portfolios and ETFs.

Kolby Madsen is a financial advisor at Kingsview Wealth Management, LLC with five years of industry experience. He holds a Series 66 license and previously worked at Edward Jones and Fidelity Investments. Madsen has also held roles outside the advisory field at institutions including Utah Valley University and Young Living. Kingsview Wealth Management serves a diverse client base including individuals, trusts, retirement plans, and corporate entities, providing wealth management, financial planning, and asset management. The firm employs a network of Investment Adviser Representatives alongside an internal portfolio group to deliver tailored portfolio management and access to various investment strategies.

Shannon Avery is a financial advisor at Kingsview Wealth Management, LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of her advisory role, she is listed as an owner of rental property in Orem, Utah. 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 services through a network of Investment Adviser Representatives and an internal portfolio group.