David N Babbitt

Carol Holm is a financial advisor with Centaurus Financial, Inc. in Blackfoot, Idaho, holding the ChFC® designation and Series 63 license. She has 43 years of industry experience, including prior roles at Principal Financial Services and Eagle Strategies (NY Life). Outside of her advisory work, Holm is an author and owner of C&C Books LLC, focusing on writing and promoting books related to goal setting and the power of the mind. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services using both discretionary and non-discretionary arrangements, employing a combination of fundamental and technical investment analyses.

Sabra Peterson is a Series 66 credentialed financial advisor at Centaurus Financial, Inc. with one year of industry experience. She has worked at Centaurus Financial since 2025 and previously served at Carol Holm Financial from 2013. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management for annuity and variable life sub-accounts.

Kent Banner is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has held various roles including financial educator at the Heartland Institute of Financial Education and has involvement in estate planning referrals through LSPN Pro LLC and Legacy Shield. Additionally, he sells financial education books at regional fairs. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm provides advisory and broker-dealer services with multiple program options featuring both proprietary and third-party investment models, managing over $2 billion in assets under management.

Cami Newsome is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2006. In addition to her advisory role, she is an owner and partner of C&C Books LLC, where she writes and promotes books. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary management approaches.

Valerie Thatcher is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Transamerica since 2017. Prior to her current role, she held a position as an accounting analyst at J. C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models.

Clarissa Wanstrom is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and one year of industry experience. She has worked with several firms including Heartland Institute of Financial Education and WealthWave. Outside of advising, she serves as a referral sales associate for estate planning at Integrated Trust Systems. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary program choices.