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.

Zachary Boyd is a CFP® professional with 16 years of industry experience. He has worked at Edward Jones from 2009 to 2025 and is currently with Kingsview Wealth Management, LLC. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving a range of clients 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 proprietary ETFs and access to alternative investments.