James Michael Phelan

Carol Holm is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. She holds the ChFC® designation and Series 63 license and has been with Centaurus Financial since 2006. Outside of her advisory role, she is an author focusing on goal setting and the power of the mind to achieve goals, and she is also involved in promoting a local book business. Centaurus Financial, Inc. serves a broad 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 through a combination of discretionary and non-discretionary arrangements.

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.

David Babbitt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved with Doutre Professional Services, where he provides professional counseling, writing, contract negotiations, permitting, construction management, tutoring, and related activities. Additionally, he works as a bus driver for Teton Stage Line. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a model portfolio approach using both proprietary and third-party managers, offering advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms.

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 with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has concurrent experience with World Financial Group, Inc. Outside of financial advising, she performs accounting analyst work for J.C. Penney Shared Service Center. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary management options.