ADVISOR BIO

Amanda Laurice Montgomery is a financial professional licensed in Ohio. Amanda is registered with The Huntington Investment Co. and has been in the industry since August 30, 2016. She specializes in providing financial advice to individuals, businesses and charitable organizations. Amanda has a wide range of experience in the financial industry.

SPECIALIZATIONS

ADVISOR BIO

Brendan Patrick Shea is a financial advisor currently registered with Edward Jones, a firm that manages over $10 billion to $50 billion in client assets. Brendan Shea has been in the financial industry since 2011. Brendan Shea holds the SIE, Series 7, and Series 63 licenses. Brendan Shea is registered in Florida, Georgia, Ohio, Rhode Island and South Carolina. Prior to joining Edward Jones, Brendan Shea worked at CREDIT SUISSE SECURITIES (USA) LLC. Brendan Shea offers financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals.

SPECIALIZATIONS

ADVISOR BIO

Gregory Allen King is a financial advisor at Kingsview Wealth Management, LLC. Gregory has been in the financial industry since 1989. Gregory is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Gregory is a licensed investment advisor representative in Ohio. Gregory has a Series 63, Series 7, Series 8, Series 9, Series 10, and Series 24 license. Gregory has been a financial advisor at Kingsview Wealth Management, LLC since 2025.

SPECIALIZATIONS