Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. In addition to his advisory role, he is a certified tax preparer and serves as a junior partner at Empire Financial Benefits, Inc. He also works part-time helping clients with medical insurance questions and placement through Blue Shield and Kaiser. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

Abel Olivares is a financial advisor with Centaurus Financial, Inc. in Houston, TX, holding a Series 63 designation and bringing 28 years of industry experience. He previously worked at Next Financial Group, Inc. for 13 years before joining Centaurus Financial in 2020. Outside of advisory work, Olivares is involved in several business activities including serving as CEO of 401K Hombre, which offers financial planning, insurance services, legal and tax service coordination, and real estate executive management, and he owns LaRyss Music, promoting a recording artist. 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 services such as annuity and variable life sub-account management, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves a diverse client base 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, employing both fundamental and technical investment analyses.

Sonji Tucker is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including J.W. Cole Financial, Inc. and GF Investment Services, LLC. Outside of advisory work, she is involved in financial education through workshops and courses and participates as a speaker on budgeting credit at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing both discretionary and non-discretionary investment arrangements and various analytical approaches.

Sean Bennett is a financial advisor at Centaurus Financial, Inc. in Tucson, AZ, holding Series 63 and Series 65 licenses with eight years of industry experience. He has been with Centaurus Financial since 2017 and also maintains an affiliation with Catalina Investments. Outside of his advisory role, he is involved in offering group health insurance policies and term life insurance sales, and he serves as a notary public. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm provides a range of financial planning and portfolio management services, utilizing both discretionary and non-discretionary arrangements and employing various analytical approaches and third-party resources.

Patrick Shields is a financial advisor at Centaurus Financial, Inc. based in Lake Charles, LA, holding a Series 66 credential with 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and GCG Wealth Management. Outside of his advisory work, he manages a cattle-raising hobby through S5 Farms LLC and serves as Finance Committee Chairman for the First United Methodist Church of Iowa, LA, as well as Vice President of the Iowa Rabbit Festival, a local nonprofit. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside a blend of fundamental and technical investment analysis.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. 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 a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Myron Bouwhuis is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2013. He is also the owner of MY & RA Holdings Inc, which provides tax planning and preparation services. Outside of his advisory work, Bouwhuis holds a leadership role as a bishop in his local church, where he assists in managing charitable contributions. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs a variety of investment strategies, including discretionary and non-discretionary portfolio management, and provides specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Jody Nunez is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Ameritas Advisory Services, LLC and Ameritas Investment Corp among other firms. Outside of advising, he serves as president of American Capital Tactics, a non-investment related business, and teaches workshops for business owners and executives through the Business Strategy Institute. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services utilizing both discretionary and non-discretionary arrangements.

Adam Simon is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2016. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Nicholas Saunders is a financial advisor at Centaurus Financial, Inc. with 47 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2018, with prior experience at Cetera and Summit Brokerage Services. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements with a variety of investment approaches.

Isahi Medina is a financial advisor with Centaurus Financial, Inc. in Upland, CA, holding a Series 66 designation and bringing eight years of industry experience. Medina has been with Centaurus Financial since 2015 and is also affiliated with 1 ON1 Financial. Outside of advisory duties, Medina co-hosts a podcast focused on financial education and serves as an educator developing online courses covering budgeting, investing, retirement, and related topics. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Patrick Mc Lane is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including USA Financial Securities and National Planning Corporation. He is also a licensed attorney who provides occasional legal advice and services outside of his investment practice. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, businesses, and foundations, offering financial planning and portfolio management through the CLASSIC Plus platform. The firm utilizes both discretionary and non-discretionary arrangements and employs a variety of analytical approaches in managing client assets.

Timothy Sweeney is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 designations and has been with Centaurus Financial since 2015. He is also associated with Tremblay Financial Services, a non-investment related marketing entity. Centaurus Financial, Inc. provides advisory and brokerage services to 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 of annuity and variable life sub-accounts, employing a mix of discretionary and non-discretionary approaches.

John Gerken Jr. is a financial advisor with Centaurus Financial, Inc. in Lake Forest, CA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Gerken has been with Centaurus Financial since 1997 and also has long-standing roles with The Acacia Group, Financial Mgmt Specialist, and Allmerica Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary arrangements, utilizing a variety of analytical approaches and third-party managers.

James Steiger is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Centaurus Financial since 2018 and previously worked at Institutional Securities Corp from 2016 to 2018. Outside of advisory work, he serves as a General Partner of Striker LP, a non-investment related entity based in Memphis, TN. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and third-party management options.

Gary Goldberg is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 1999. In addition to his advisory work, he serves as president of Financial & Tax Strategies, Inc., a company focused on financial aid and tax advisory services, and holds a board director position with the Lakeview Homeowners Association. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm employs both discretionary and non-discretionary investment management approaches, utilizing fundamental, technical, bottom-up, and top-down analyses, and offers specialized services such as retirement-plan consulting and annuity sub-account management.

Robert Sullivan is a financial advisor with Centaurus Financial, Inc. in Chester, MD, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Centaurus Financial since 2011 and also leads Sullivan Financial, LLC, a firm he has been involved with since 1991. Outside of investment advising, he is active in marketing deferred sales trusts and providing insurance products including life insurance, long-term care, and Medicare supplements. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements. The firm combines multiple analytical approaches and offers access to model overlay programs and third-party money managers.

Shane Bennett is a financial advisor with Centaurus Financial, Inc., holding a Series 66 credential and bringing 20 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns and operates a tax preparation and accounting firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements, and employs various analytical methods including fundamental and technical analysis.

James Kieckhafer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus since 1998. In addition to his advisory role, he is a partner at Kieckhafer, Lane & Schiffer LLP, providing CPA services, tax consulting, and attest services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, businesses, and trusts. The firm provides financial planning, portfolio management, and specialized retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with various investment analysis techniques and overlay programs.