Kingsview Wealth Management, LLC

Shawn Johnson is a financial advisor with Kingsview Wealth Management, LLC in Nashville, TN, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years. Outside of his advisory role, he officiates college football and track and field events. Kingsview Wealth Management is a multi-advisor firm serving a diverse client base including individuals, retirement plans, endowments, and municipal clients. The firm offers comprehensive financial planning and wealth management services, utilizing both in-house strategies and third-party managers across various investment products.

Trevor Gray is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Kingsview Wealth Management, LLC. He worked at Edward Jones for 14 years before joining Kingsview in 2024. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management services, combining internal portfolio management with third-party strategies and alternative investments.

Eric Caswell is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He worked at Edward Jones from 2001 to 2023 before joining Kingsview Partners LLC and Kingsview Wealth Management LLC in 2023. Outside of his advisory role, Caswell serves as a board member for Brownfield Farmers Cooperative and is involved in family farming operations and livestock partnerships in Texas. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm provides financial planning, wealth management, and asset management through both in-house and third-party strategies, including model portfolios and access to alternative investments.

Paul Sweeney II is a financial advisor at Kingsview Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 11 years. In addition to his advisory role, he serves in the Ohio Army National Guard. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and asset management through a combination of internal portfolio strategies, third-party managers, and access to alternative investments.

Donald Dormeier is a financial advisor at Kingsview Wealth Management, LLC in Fort Wayne, IN, with 51 years of industry experience. He holds a Series 63 designation and has worked at UBS Financial Services, Wells Fargo Advisors, and Dormeier Capital Management prior to joining Kingsview in 2019. Kingsview Wealth Management is a multi-advisor firm that serves individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through in-house and third-party strategies, including its internal portfolio group and affiliated exchange-traded funds.

Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo in various capacities from 2007 to 2023. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through a combination of in-house strategies, third-party managers, and alternative investments.

Ralph Brooks Jr. is a CFP® professional with 16 years of experience in the financial services industry. He currently serves at Kingsview Wealth Management, LLC and previously spent 15 years with Edward Jones. Kingsview Wealth Management is a multi-advisor wealth management firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management services utilizing a blend of in-house strategies, third-party managers, and alternative investments.

Erick Ficken is a financial advisor at Kingsview Wealth Management, LLC with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Wells Fargo Advisors, A.G. Edwards & Sons, and Legg Mason Wood Walker. He is based in Myrtle Beach, South Carolina. Kingsview Wealth Management is an SEC-registered, multi-advisor firm that serves individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management using a combination of in-house strategies, third-party managers, and 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. His prior roles include positions at Edward Jones and work outside finance at A&N Heating and Cooling and T-Mobile. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and municipal clients. The firm offers comprehensive wealth management and financial planning services, utilizing both in-house and third-party investment strategies across a variety of asset classes.

Jonathan Millman is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 credentials and with 29 years of industry experience. He has worked at firms including Wells Fargo Advisors, Merrill, and Morgan Stanley before joining Kingsview Partners and Kingsview Wealth Management in 2019. He is also a partner in M&M Wealth Management, an advisory business LLC. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and public sector clients. The firm offers financial planning and wealth management through discretionary and non-discretionary services, combining in-house investment strategies with third-party managers and alternative investments.

Kristopher Kumlien is a financial advisor at Kingsview Wealth Management, LLC with 13 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 14 years. He joined Kingsview Wealth Management in 2026. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning, wealth management, and asset management through both discretionary and non-discretionary advisory services, utilizing a blend of in-house strategies and third-party managers.

Jeffrey Birch is a financial advisor at Kingsview Wealth Management, LLC with a Series 65 designation and one year of industry experience. His prior positions include roles at American Express, Rain City Capital, and JPMorgan Chase, as well as consulting through his own firm, JBirch Consulting. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management services that integrate in-house portfolio management with third-party managers and alternative investments, supporting both discretionary and non-discretionary advisory arrangements.

Michael Enriquez is a financial advisor with Kingsview Wealth Management, LLC in Albuquerque, NM, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Edward Jones and Morgan Stanley prior to joining Kingsview in 2020. Enriquez is president of Striving For Alpha Wealth Management, an LLC established to receive compensation from Kingsview. Kingsview Wealth Management is an SEC-registered, multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning and wealth management through a combination of proprietary portfolio models, third-party managers, and alternative investments.

Brian Gremminger is a financial advisor at Kingsview Wealth Management, LLC, holding a Series 66 designation with 17 years of industry experience. He worked at Edward Jones from 2009 to 2026 before joining Kingsview. Kingsview Wealth Management is a multi-advisor SEC-registered firm serving individuals—including high-net-worth clients—retirement plans, endowments, trusts, and municipal clients. The firm offers financial planning, wealth management, and asset management through a blend of in-house strategies, third-party managers, and alternative investments.

Cory Hixson is a CFP® with 12 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. Prior to joining Kingsview in 2025, he spent 11 years at Edward Jones. He is also the managing member of Hixson Holdings, LLC, a role he has held since 2012. Kingsview Wealth Management is a multi-advisor firm that provides financial planning and wealth management services to individuals, retirement plans, endowments, trusts, and municipal clients. The firm employs a blend of in-house and third-party investment strategies, including management of affiliated exchange-traded funds and services for retirement plans.