by Steven Lubrano | Dec 5, 2025 | Press Releases
Advisor Serving Clients Throughout West Liberty, Bellefontaine, and the Greater Logan County Region
Kingsview Partners is pleased to spotlight Partner and Wealth Manager Colton T. Lowry, who operates his independent advisory practice across West Liberty, Bellefontaine, and the greater Logan County area. A native of West Liberty and a graduate of Miami University with a Bachelor’s Degree in Finance, Colton has spent more than a decade helping families make confident, values-aligned financial decisions.
Colton’s career in financial services began in 2013, but the foundation of his advisory style started long before that — grounded in small-town roots, strong family connections, and a belief that clarity is born from genuine understanding. Clients describe him as approachable, steady, and deeply committed to simplifying complex financial conversations so families can move forward with confidence.
He approaches every plan with one priority: connection. Colton works closely with clients to ensure each near-term and long-term decision fits into a cohesive strategy tailored to their goals, values, and vision for the future.
“I find purpose in helping people make sound decisions that align with what truly matters to them,” Colton shares. “It’s about trust, transparency, and building a plan that lasts.”
Beyond the office, Colton is rooted in the Bellefontaine community, where he lives with his wife, Renee, and their children, Sophia and Brady Marker. He’s an avid fly fisherman, traveler, and reader who never turns down time with family and friends. Colton also stays active in local sports, supporting area teams and golf outings throughout Logan County — continuing the lifelong connection to the place he calls home.
“An excellent individual and fantastic advisor,” says Kingsview COO, Sean McGillivray. “His ability to understand what families truly value and then design strategies that reflect those priorities are just some of the many reasons why Colton is an exceptional fit for Kingsview and the communities he serves.”
Colton T. Lowry serves clients from Kingsview’s West Liberty and Bellefontaine offices and can be reached by calling (937) 595-4555 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 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 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.
