by Steven Lubrano | Aug 8, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Powell, Ohio
Kingsview Partners is proud to welcome Partner and Wealth Manager Terry Hoppmann, AAMS®, who operates his independent practice from Powell, Ohio, serving clients throughout the Midwest and beyond. Terry brings more than two decades of financial advisory experience to Kingsview, guiding families, executives, and business owners through every stage of their financial lives.
Terry began his financial advisory career in 2002 after an accomplished run as an executive with a Fortune 100 company. This corporate experience gave him valuable insight into the complex financial needs of business leaders and their families. Known for his problem-solving mindset and disciplined approach, Terry helps clients bring order to financial complexity by balancing short- and long-term goals, market dynamics, and evolving personal circumstances.
In 2025, Terry was recognized by Forbes as one of Ohio’s Best-in-State Wealth Advisors — his fourth consecutive year earning this distinction. He attributes this honor to the trust placed in him by his clients and the unwavering support of his branch team.
A University of Iowa Hawkeye, Terry bleeds black and gold. He combines time-tested investing principles with a forward-focused mindset, always researching new tools and strategies to deliver better outcomes. Clients rely on him for steady guidance rooted in long-term relationships and a deep commitment to helping them build the futures they envision.
Outside the office, Terry and his wife, Michelle, share a love of music and serve their community through the Columbus Symphony Orchestra, where Terry is a trustee. They enjoy fishing, hunting, playing games, and spending time with their three children: Wes, Quin, and Jaylee.
“Terry represents the very best of what we look for in a partner,” says Kingsview Partners Chairman & CEO, Josh Lewis. “His reputation for integrity and the trust he’s earned in his community reflect exactly what we want Kingsview to stand for.”
Terry Hoppmann serves clients from Kingsview’s Powell, Ohio, office and can be reached by calling (614) 618-8222 or through the Kingsview website.
*Forbes Best-In-State Wealth Advisors in OH in 2025, 2024, 2023 and 2022, published 1st trimester each year, research by SHOOK Research LLC, data as of June of prior year. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
by Steven Lubrano | Jul 25, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Mountain Home, AR
Kingsview Partners proudly announces the opening of their newest independent office in Mountain Home, AR, led by Partner and Wealth Manager Andy Farmer, AAMS®. Andy, a former Edward Jones advisor, brings over 20 years of financial experience to the Kingsview platform.
Andy began his financial advisory career in 2002 and has since become known for his straightforward, disciplined approach to wealth management. He specializes in comprehensive financial planning, retirement income strategies, and multigenerational wealth guidance. Clients value his clear communication style, his sincere approach, and the confidence that comes from working with a professional they can trust.
A U.S. Marine Corps veteran, Andy served as an infantry Marine and a distinguished member of the Marine Corps Silent Drill Platoon, with assignments that took him from Washington D.C. to Hawaii and Japan. That same spirit of service guides his practice today. “I chose my profession because I love serving my clients,” says Andy. “I get to be their teacher, their coach, and their voice of reason.”
In 2006, Andy planted roots in Mountain Home and has proudly called it home ever since. He now joins Kingsview’s independent platform to better serve the community he cares so deeply about. His decision to partner with Kingsview reflects a shared commitment to fiduciary standards, transparent planning, and a client-first philosophy.
In 2024, Andy’s practice became a family affair when his son, Zach — also a proud Marine — joined the team. Together, they bring shared values of integrity, discipline, and service to clients and their families.
“We’re honored to welcome Andy Farmer to Kingsview Partners,” says Kingsview CEO, Sean McGillivray. “His dedication to doing right by his clients and building generational relationships is exactly what we stand for as a firm.”
Kingsview’s newest office is located in Mountain Home, AR. Mr. Farmer can be reached by calling him at (870) 232-6800 or emailing AFarmer@kingsview.com.
by Steven Lubrano | Jun 27, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Steubenville, OH
Kingsview Partners proudly announces the opening of their newest independent office near Steubenville, Ohio, led by Partner and Wealth Manager Paul Sweeney II, AAMS®. A Steubenville native, Paul brings over 11 years of financial experience to the Kingsview platform, along with a remarkable background in both military service and commercial construction.
Before entering the financial services industry, Paul served as an infantry sniper in the U.S. Army with a deployment to Afghanistan. His military career taught him discipline, focus, and responsibility—traits that continue to shape his approach to client service today. After returning home, he transitioned into a role as a senior project manager, overseeing large-scale commercial construction projects. But a deeper calling led him elsewhere.
“When I was deployed, I started thinking about whether I had truly made an impact,” Paul says. “Through prayer and reflection, I came home with a conviction: I wanted to help people gain control of their lives—starting with their finances.”
Today, Paul specializes in retirement-focused financial planning and comprehensive wealth management. He works with individuals and families who have built significant assets and are looking for a steady partner to help them transition into and through retirement. His planning process centers on structure, education, and peace of mind—addressing fear and uncertainty with clarity and care.
“I get to watch clients go from stressed and overwhelmed to confident and excited,” Paul says. “It’s deeply rewarding to see that spark return to their lives once they feel they’re in control and supported.”
Paul holds both his bachelor’s and master’s degrees from Kent State University. Outside the office, his world revolves around his wife Kayla and their four children—Micah, Olivia, Ava, and Elly. The family enjoys traveling, spending time outdoors, and exploring culture together. Paul is also an avid reader, Brazilian Jiu-Jitsu practitioner, and lifelong learner.
Kingsview Partners CEO Sean McGillivray shared his enthusiasm, saying, “Paul’s character, discipline, and client-centered mindset are exactly what we look for in a Partner. We’re honored to welcome him to Kingsview and excited to support his continued success.”
Kingsview’s newest office is located in Steubenville, OH. Mr. Sweeney can be reached by calling him at (740) 314-0777 or emailing psweeney@kingsview.com.
by Steven Lubrano | Sep 13, 2024 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Martinsville, Virginia
Kingsview Partners announced today the opening of their newest office in Martinsville, Virginia. Michael Gourley, AAMS® brings over 15 years of financial services experience to his new independent Kingsview Partners practice. With an abundance of experience in the financial industry, he understands the importance of tailoring plans to fit each client’s unique circumstances. Michael is committed to building long-term relationships, ensuring that his clients feel supported every step of the way. Prior to his time as a financial advisor, Michael served as a Sergeant in the United States Marine Corps, demonstrating leadership and dedication that continue to influence his work today.
As an Accredited Asset Management Specialist (AAMS®), Michael has a passion for helping clients achieve their financial goals, guiding them with personalized strategies and advice. His dedication to their financial well-being drives him to continually seek the best solutions for their needs. “I have always loved helping people financially and assisting my clients in achieving their goals,” says Michael.
Kingsview Partners CEO Sean McGillivray welcomed Michael, saying, “We’re thrilled to have Michael join Kingsview Partners. His vision is a perfect match for our firm’s commitment to delivering high-quality financial solutions.”
Kingsview’s newest office is at 156 East Market Street, 1st Floor, Martinsville, VA 24112. Mr. Gourley can be contacted by calling (276) 201-1200 or emailing mgourley@kingsview.com.
by Steven Lubrano | Aug 23, 2024 | Press Releases
Former Edward Jones Advisors Open Joint Office in Mt. Carmel, IL
Kingsview Partners announced today that Wealth Managers | Partners Josh Farley and Alisha Warren have officially joined Kingsview Partners in Mt. Carmel, IL.
Josh and Alisha bring extensive financial experience to the forefront, focusing on problem-solving to build strong, lasting relationships with their clients. They explore every possible avenue to meet their clients’ unique financial needs and goals, helping them progress through various life stages into—and beyond—retirement.
Josh Farley, AAMS®, joins Kingsview after 23 years as a financial advisor with Edward Jones. As an Accredited Asset Management Specialist (AAMS®), Josh leaves no stone unturned when it comes to helping his clients’ financial dreams become a reality. He is honest and upfront with his clients, especially when discussing matters related to life and money. Josh is supported by a service-minded team at his practice, who prioritize taking care of their clients the same way they would expect to be treated.
“I enjoy logistics and problem-solving,” says Josh. “When clients come to me with a goal or financial challenge and we overcome it, it’s very satisfying. I enjoy working with clients to turn a financial dream into reality, celebrate our success, and then, as time passes, doing the same thing with multiple generations.”
Alisha Warren graduated from Millikin University with a BS in Accounting and minors in English and Business. She comes to Kingsview Partners after spending more than 10 years at Edward Jones. Even before beginning her career in financial services, Alisha’s successes were always rooted in serving and helping people. She previously enjoyed various roles in human resources, OSHA safety coordination, along with tax accounting for partnerships, farms, small businesses, and individuals.
“I hate not knowing the answer and love finding a way to fulfill clients’ needs and wishes,” says Alisha. “Meeting financial goals and progressing through life stages into and beyond retirement is one of my favorite things.”
Kingsview Partners CEO Sean McGillivray welcomed Josh and Alisha, saying, “Josh and Alisha have already proven to be a great fit for Kingsview Partners. Their goals and service to clients align perfectly with Kingsview Partners’ elevated standard of care. I am excited to welcome their entire team.”
Josh Farley and Alisha Warren can be contacted at (618) 221-4810 or through the Kingsview website.
