Eureka, CA Office

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 with firms including LPL Financial and CUNA Brokerage Services. Outside of advisory services, she has been involved as a sales consultant for a home-based MLM business. 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 in-house and third-party strategies, including model portfolios and alternative investments.

Michael Munson is a financial advisor with Kingsview Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Wells Fargo Advisors and A. G. Edwards & Sons, Inc. Outside of his advisory role, Munson owns and oversees management of a bar and grill as well as a music venue in Northern California. Kingsview Wealth Management is a multi-advisor firm serving individuals, retirement plans, endowments, trusts, and municipal clients. The firm offers comprehensive wealth management and financial planning, combining internal portfolio management with third-party strategies and alternative investments.

Daniel Dixon is a financial advisor at Kingsview Wealth Management, LLC with eight years of industry experience. He holds the Series 66 designation and has worked at Kingsview since 2022, previously with Wells Fargo Clearing from 2018 to 2022. Outside of his advisory work, he serves on the Humboldt County Workforce Development Board and its executive committee, where he participates in overseeing vocational training programs and board member appointments. Kingsview Wealth Management is an SEC-registered, multi-advisor firm that provides wealth management and financial planning services to individuals, retirement plans, endowments, and municipal clients. The firm offers both discretionary and non-discretionary advisory services, combining in-house strategies with third-party managers and alternative investments through platform partnerships.

Logan Simoni is a financial advisor with Kingsview Wealth Management, LLC, holding a Series 66 designation and two years of industry experience. Prior to joining Kingsview, he worked at Prospera Financial Services Inc and has teaching experience at Cal Poly Humboldt and College of the Redwoods. Outside of his advisory role, he is employed part-time at Simoni Lawns, a landscaping business. 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 services, utilizing in-house and third-party investment strategies, including management of affiliated exchange-traded funds and retirement plan advisory services.