Centennial Wealth Advisory, LLC

Nicholas Greenman is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, holding a Series 65 license and seven years of industry experience. He has been with Centennial Wealth Advisory since 2018 and previously worked at Garland Lodge and Golf Resort. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities with discretionary portfolio management, written investment policy statements, and tax preparation services. The firm’s approach integrates fundamental analysis and modern portfolio theory with long-term trading and documented client risk tolerances, often recommending third-party money managers and providing in-house tax services.

Luke Mooi is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI. He holds a Series 65 designation and has nine years of industry experience. He has been with Centennial Wealth Advisory in various capacities since 2014. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. The firm’s approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, often recommending third-party money managers and coordinating custody through major custodians.

Jonathan Torbet is a financial advisor at Centennial Wealth Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory since 2011. The firm serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. Centennial Wealth Advisory combines fundamental analysis and modern portfolio theory with a long-term trading focus, often recommending third-party money managers and coordinating custody through major custodians.

Joseph Carpenter is a CFP® with 12 years of industry experience currently serving at Centennial Wealth Advisory, LLC. He has worked at several firms, including Hantz Financial Services and Personal Capital Advisors Corporation. He is also a producer for fixed and indexed annuities through CWA Financial. Centennial Wealth Advisory, LLC provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, combining fundamental analysis and modern portfolio theory with long-term trading and outside money manager selection.

Jack Klunder is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, holding a Series 65 registration and eight years of industry experience. He has worked with Centennial Wealth Advisory since 2018 and also has a 20-year history with Who Did That Concrete and McBain Rural Agricultural School. Outside of advising, he is a licensed insurance agent and offers insurance products to clients alongside his advisory services. Centennial Wealth Advisory, LLC provides discretionary portfolio management primarily to individuals, high-net-worth clients, and business entities. The firm utilizes fundamental analysis and modern portfolio theory, focusing on long-term trading and outside money manager selection, while also offering tax preparation services and working with third-party investment advisers.

Leah Vanden Bos is a financial advisor at Centennial Wealth Advisory, LLC in Traverse City, MI. She holds a Series 65 designation and has been with the firm since 2022. Prior to her current role, she gained experience working in various academic positions at Grand Valley State University from 2020 to 2024. Centennial Wealth Advisory, LLC provides discretionary portfolio management for individuals, high-net-worth clients, and business entities, focusing on long-term trading and the use of outside money managers. The firm also offers tax preparation services and employs an investment approach based on fundamental analysis and modern portfolio theory.

Ashley Smith is a financial advisor at Centennial Wealth Advisory, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Centennial Wealth Advisory since 2019. Prior to joining Centennial, she was employed at Shipt and Concorde Financial Group. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities with discretionary portfolio management, investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading and documents client risk tolerances to guide discretionary decisions.

Arthur Canfield is a financial advisor at Centennial Wealth Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory in various capacities since 2012. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading strategies, often recommending third-party money managers and coordinating custody through major custodians.

Brian Zezula is a Series 65-licensed advisor at Centennial Wealth Advisory, LLC with one year of industry experience. Prior to joining Centennial Wealth Advisory, he spent 25 years working at Clarkston Community Schools. Centennial Wealth Advisory provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, utilizing fundamental analysis and modern portfolio theory within a long-term investment approach. The firm also offers tax preparation services and collaborates with third-party investment advisers to manage client assets.

Raymond Jager is a financial advisor at Centennial Wealth Advisory, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at 4Front Credit Union and State Savings Bank. Jager is also a licensed insurance agent. Centennial Wealth Advisory, LLC provides discretionary portfolio management to individuals, high-net-worth clients, and business entities, combining fundamental analysis and modern portfolio theory with a focus on long-term trading and the use of outside money managers. The firm also offers tax preparation services and collaborates with third-party advisors for portions of client assets.