Trey Albertson

Carol Holm is a financial advisor with Centaurus Financial, Inc. in Blackfoot, Idaho, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has been with Centaurus Financial since 2006. Outside of her advisory role, Holm is an author focused on goal-setting and the power of the mind, publishing books and engaging in related promotional activities. Centaurus Financial, Inc. provides advisory services to individuals, families, businesses, and institutions through a network of independent representatives, offering financial planning, investment management, and access to various specialized programs. The firm employs a mix of fundamental and technical analysis and manages both discretionary and non-discretionary assets.

Sabra Peterson is a financial advisor at Centaurus Financial, Inc. with over a decade of experience, including thirteen years at Carol Holm Financial and one year at Centaurus Financial. She holds a Series 66 designation and is based in Blackfoot, Idaho. Centaurus Financial, Inc. provides advisory services through a network of independent Investment Adviser Representatives to a broad client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, and access to various specialized programs and third-party managers.

Kent Banner is a financial advisor with Transamerica Financial Advisors in Blackfoot, Idaho, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His background includes roles in estate planning referrals, financial education, and accounting services, alongside his work selling financial education books and providing estate planning referrals through affiliated companies. Transamerica Financial Advisors serves a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large network of advisors and multiple program platforms that emphasize model portfolios and third-party 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. Outside of 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 services through a network of independent Investment Adviser Representatives to a wide range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Valerie Thatcher is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has held roles at J. C. Penney Shared Service Center and World Financial Group, Inc. Outside of advisory work, she is involved in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party managers and multiple program platforms, managing approximately $1.7 billion in regulatory assets under management.