Centennial Wealth Advisory, LLC

Nicholas Greenman is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, holding a Series 65 license and seven years of industry experience. He has been with Centennial Wealth Advisory since 2018 and previously worked at Garland Lodge and Golf Resort. In addition to his advisory role, he is a licensed insurance agent and occasionally offers insurance products to clients. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities with discretionary portfolio management, written investment policy statements, and tax preparation services. The firm’s approach integrates fundamental analysis and modern portfolio theory with long-term trading and documented client risk tolerances, often recommending third-party money managers and providing in-house tax services.

Luke Mooi is a financial advisor with Centennial Wealth Advisory, LLC in Traverse City, MI. He holds a Series 65 designation and has nine years of industry experience. He has been with Centennial Wealth Advisory in various capacities since 2014. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. The firm’s approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, often recommending third-party money managers and coordinating custody through major custodians.

Jonathan Torbet is a financial advisor at Centennial Wealth Advisory, LLC with 14 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory since 2011. The firm serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. Centennial Wealth Advisory combines fundamental analysis and modern portfolio theory with a long-term trading focus, often recommending third-party money managers and coordinating custody through major custodians.

Joseph Carpenter is a CFP® professional with 11 years of industry experience, currently serving at Centennial Wealth Advisory, LLC. His prior roles include positions at Hantz Financial Services and Personal Capital Advisors Corporation. In addition to his advisory work, he is a producer for fixed and indexed annuities under CWA Financial. Centennial Wealth Advisory serves individuals, high-net-worth clients, and corporations by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm employs a long-term investment approach combining fundamental analysis and modern portfolio theory, often recommending third-party money managers and coordinating custody through major custodians.

Jack Klunder is a Series 65-registered advisor with Centennial Wealth Advisory, LLC in Traverse City, MI, where he has worked since 2018. He has seven years of industry experience and also operates Who Did That Concrete and is involved with McBain Rural Agricultural School. In addition to his advisory role, Klunder is a licensed insurance agent and offers insurance products to clients. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. The firm’s investment approach integrates fundamental analysis and modern portfolio theory with a focus on long-term strategies tailored to client risk tolerances.

Leah Neverth is a financial advisor at Centennial Wealth Advisory, LLC with a Series 65 designation and four years of industry experience. Prior to joining the firm, she held various roles including positions at Grand Valley State University in both the School of Criminology and the CIS department. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with a long-term trading approach and often utilizes third-party money managers to implement client strategies.

Ashley Smith is a financial advisor at Centennial Wealth Advisory, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Centennial Wealth Advisory since 2019. Prior to joining Centennial, she was employed at Shipt and Concorde Financial Group. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities with discretionary portfolio management, investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading and documents client risk tolerances to guide discretionary decisions.

Arthur Canfield is a financial advisor at Centennial Wealth Advisory, LLC with 11 years of industry experience. He holds a Series 65 designation and has been with Centennial Wealth Advisory in various capacities since 2012. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm combines fundamental analysis and modern portfolio theory with long-term trading strategies, often recommending third-party money managers and coordinating custody through major custodians.

Raymond Jager is a financial advisor at Centennial Wealth Advisory, LLC with a Series 65 designation and over 10 years of experience in the financial services industry. His prior roles include positions at 4Front Credit Union, State Savings Bank, and Northwestern Bank/Chemical Bank. He is also a licensed insurance agent. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities by providing discretionary portfolio management, written investment policy statements, and tax preparation services. The firm’s investment approach combines fundamental analysis and modern portfolio theory with a long-term trading orientation, and it frequently recommends third-party money managers to implement client strategies.

Virgil Hughes is a financial advisor at Centennial Wealth Advisory, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Larson Financial Securities, LLC since 2013. In addition to his advisory role, Virgil is an insurance agent under CWA Financial LLC. Centennial Wealth Advisory serves individuals, high-net-worth clients, and business entities, offering discretionary portfolio management, investment policy statements, and tax preparation services. The firm’s approach integrates fundamental analysis and modern portfolio theory with long-term trading, often recommending third-party money managers while documenting fiduciary duties and client risk tolerances.