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 at firms including LPL Financial, CUNA Brokerage Services, and Ebert Capital Management. Outside of her advisory role, she has been involved as a sales consultant for Arbonne, a home-based multi-level marketing business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving 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 advisor-led and model-based strategies, including internally managed portfolios and ETFs.

Michael Munson is a financial advisor at Kingsview Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, Munson owns and oversees management of a bar and grill as well as a separate entertainment venue in Northern California. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion, serving individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to third-party managers and alternative investments.

Daniel Dixon is a financial advisor at Kingsview Wealth Management, LLC with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing from 2018 to 2022. Outside of his advisory role, Dixon serves on the Humboldt County Workforce Development Board, participating in grant allocation and committee activities related to vocational training programs. Kingsview Wealth Management serves a diverse client base including individuals, retirement plans, trusts, foundations, and corporate entities, offering wealth management, financial planning, and asset management services through a network of Investment Adviser Representatives and an internal portfolio group. The firm provides tailored portfolio management and develops proprietary model portfolios alongside third-party solutions to support client investments.

Logan Simoni is a financial advisor at Kingsview Wealth Management, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Prospera Financial Services Inc. Outside of his advisory role, he is employed part-time in landscaping with Simoni Lawns. 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 investment strategies, offering a broad range of instruments and access to third-party managers and alternative investments.