by Steven Lubrano | Sep 26, 2025 | Press Releases
Advisor Serving Clients Across the Great Lakes Bay Region from Midland, Michigan
Kingsview Partners is proud to welcome Partner and Wealth Manager Doug Cellini, CFP®, who operates his independent practice from Midland, Michigan, serving families and professionals across the Great Lakes Bay Region.
Doug’s path to wealth management began in the classroom. After graduating from Central Michigan University in 2012, he moved to Midland and started his career as a local high school science teacher and coach. That educator’s mindset continues to shape his advisory style today — simplifying complex concepts, meeting clients where they are, and guiding them with the patience of a teacher and the heart of a coach.
His transition into financial services came after experiencing poor advice himself, an event that inspired his commitment to ensuring others never feel left in the dark. Doug is known for his ability to connect deeply with clients, listen carefully, and craft strategies that feel both accessible and empowering.
Rooted in his Christian faith, Doug sees his mission as more than numbers and portfolios. He works to help families, professionals, and business owners make confident, values-aligned decisions about their money, their futures, and their legacies.
“I see my role as both an advisor and a teacher — helping clients understand their options, make informed decisions, and move forward with clarity and confidence,” Doug shares.
Outside the office, Doug and his wife, Tracy, are busy raising their five children: Karson, Bonnie, Julie, Audrey, and Tom. He also serves as an assistant varsity football coach, plays tennis, and enjoys summer days on the lake pulling his kids on tubes. A lifelong Detroit sports fan, Doug especially loves cheering for the Lions.
“Doug brings an educator’s heart and a servant-minded approach to wealth management,” says Kingsview Chairman & CEO, Josh Lewis. “That combination of technical skill, personal connection, and values-based guidance makes him a strong fit for Kingsview.”
Doug Cellini serves clients from Kingsview’s Midland, Michigan, office and can be reached by calling (989) 214-4444 or through the Kingsview website.
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 parnterwithstg | Apr 28, 2025 | Press Releases
Former Edward Jones Advisor Opens Kingsview Partners Office in Payson, Arizona
Kingsview Partners is pleased to welcome Chris Walsh as a Partner and Wealth Manager, operating in his independent office in Payson, Arizona. With more than a decade of industry experience and a diverse background in business and service, Mr. Walsh offers his clients a deeply personalized and insightful approach to wealth management.
Prior to entering the financial services industry in 2012, Mr. Walsh spent over ten years in Silicon Valley, holding roles at Logitech and Polycom before launching his own technology services firm. After relocating to Northern Arizona, he continued his entrepreneurial journey in the home renovation space, helping families improve their living environments. This combination of business ownership and hands-on client service laid the foundation for his thoughtful, real-world approach to financial planning.
Mr. Walsh is passionate about investor education and is committed to helping clients understand the markets and build confidence in their financial decisions. Whether working with beginners or experienced investors, he brings clarity to complex topics and guides clients through informed, long-term strategies.
A graduate of California State University, Sacramento, Mr. Walsh holds a Bachelor of Arts in English. He now resides in Payson with his wife, Maureen. Together, they have opened their home to teens in need of mentorship and continue to remain closely involved with those they’ve supported. Outside the office, Mr. Walsh enjoys history, literature, and spending time outdoors.
Chris Walsh’s value-driven mindset and diverse professional experience make him a strong addition to the Kingsview Partners network. He shares the firm’s commitment to independence, transparency, and putting clients first.
Kingsview’s newest office is at 200 West Frontier, Suite H, Payson AZ 85541. Mr. Walsh can be contacted by calling (928) 470-2330 or emailing cwalsh@kingsview.com.
by parnterwithstg | Feb 28, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Marysville, OH
Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Cory L. Hixson, CFP® comes to Kingsview with over a decade of industry experience, working to put the financial puzzle pieces together with clients. As a financial advisor, Cory continues his dedication to serving others by fostering genuine relationships, visualizing client goals, and developing strategies to stay on track.
After graduating from North Union, Cory enlisted in the U.S. Marines and served with the 1st Battalion, 8th Marines, Scout Sniper Platoon. He deployed to Iraq from 2004 to 2005 in support of Operation Iraqi Freedom II. His unit participated in Operation Phantom Fury, the second major battle of Fallujah.
Cory began his career in the financial services industry in 2006 as an Account Executive with Paycor in Jacksonville, FL. However, he later stepped away from this role to contribute to Wounded Warrior programs in Washington, D.C. There, he served as the regional program manager for Operation Warfighter, a federal internship program for wounded warriors, and as a senior advisor to the commanding general of the U.S. Army Warrior Transition Command.
Eventually, Cory transitioned back to the financial industry, earning accreditation as a CFP® (Certified Financial PlannerTM) professional. He also holds credentials as a Certified Exit Planning Advisor (CEPA®), an Accredited Asset Management SpecialistTM (AAMSTM) from the College for Financial Planning®, an MBA from Strayer University, and a bachelor’s degree in finance from the University of North Florida. Cory is a former president of the Union County Chamber of Commerce and past chairman of the United Way of Union County. More recently, Cory was ranked #50 in AdvisorHub’s Top 100 Solo Advisors to Watch in 2024 and serves on the Union County Foundation’s Investment Committee.
Cory leverages his extensive financial experience and military background to work closely with clients, helping them navigate their financial landscapes and set effective goals for long-term success. His work on education, employment, and entrepreneurship programs with the U.S. Army Warrior Transition Command focused on wounded, ill, and injured soldiers and their transition back to civilian life.
“When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you,” says Cory. “I then work through our established process to help you define your goals and partner with you to help keep you on track throughout your life.”
Cory emphasizes the importance of understanding his clients and acts as an accountability partner on their journey to achieving their goals. He collaborates closely with his branch office administrator, Carmie Grooms, FPQP® (Financial Paraplanner Qualified Professional) with whom he has worked for over ten years. Together, they aim to enhance the financial well-being of their clients, striving to deliver the most ideal client experience.
“We are so fortunate to serve this community, and we’re eager to help even more people,” says Cory and Carmie.
Kingsview Partners CEO Sean McGillivray welcomed Cory, saying, “Cory’s commitment will bring fresh perspectives as we help our clients navigate their financial futures. We’re excited to have him with us and look forward to learning and growing together.”
Kingsview’s newest office is at 171 Morey Drive, Suite C, Marysville, OH 43040. Mr. Hixson can be contacted by calling (937) 893-8999 or emailing chixson@kingsview.com.
by parnterwithstg | Feb 28, 2025 | Press Releases
Former Edward Jones Advisor Opens Office in Marysville, OH
Kingsview Partners announced today the opening of their newest office in Marysville, Ohio. Zach R. Boyd, CFP® is a former Edward Jones advisor bringing more than 15 years of financial experience to Kingsview’s independent platform. His journey began in his family’s restaurant, where he learned the value of customer service and operational efficiency—skills he applies daily as a financial advisor. He studied economics at The Ohio State University, where his passion for finance took root.
His career as a financial advisor started on March 9, 2009—a historically significant date indicating the stock market’s bottom following the Great Recession of 2008. Launching his career during a time of crisis provided Zach with invaluable insights into navigating uncertainty and the critical role clear communication plays in client relationships.
“Starting during this time gave me wonderful insight as to how beneficial effective communication can be between my clients and I,” says Zach. “It became clear that although times can be tough and uncertain, communication was and still is key.”
As a CFP® (Certified Financial PlannerTM) professional, Zach is dedicated to helping individuals and local businesses define and achieve their financial goals. He works closely with clients over the long term, ensuring their plans remain on track and adjusting as needed to address life’s changes. His upbringing in a family business instilled in him a deep commitment to caring for clients, which, combined with his economics background, allows him to deliver personalized financial strategies and the opportunity to build long-lasting relationships.
“I find it incredibly rewarding to guide clients through complex financial decisions and see the positive impact it has on their lives,” Zach says.
Kingsview Partners CEO Sean McGillivray welcomed Zach, saying, “Zach’s knowledge and dedication is what we search for in our advisors. We are excited for his journey and looking forward to his team’s success.”
Kingsview’s newest office is at 171 Morey Drive, Suite C, Marysville, OH 43040. Mr. Boyd can be contacted by calling (937) 893-9770 or emailing zboyd@kingsview.com.
