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Joseph F

Series 63, Series 65

Cooopersburg, PA

Centaurus Financial, Inc.

Joseph Fenstermacher is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2021, with prior roles at Woodbury Financial Services and Questar Capital Corporation. Outside of his advisory work, he is involved in health insurance sales and management through ownership and partnership roles in Health Insurance Worx, LLC and TW Cooper Benefits, LLC. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jason J

Series 63, Series 65

Lexington, SC

Centaurus Financial, Inc.

Jason Jeanquart is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017 and at Mantei and Associates since 2015. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services using both discretionary and non-discretionary arrangements, employing multiple analytic methods and third-party overlay managers.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Milton M

Series 63, Series 65

Centennial, CO

Centaurus Financial, Inc.

Milton Murphy is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2018, after seven years at Sammons Financial Network. Outside of his advisory work, he owns and oversees a fitness testing facility, Body Fat USA, and conducts educational seminars on succession planning for financial advisors. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting, employing both discretionary and non-discretionary arrangements that incorporate a range of analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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David E

Series 63, Series 66

Upland, CA

Centaurus Financial, Inc.

David Espinosa is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus since 2014. His prior experience includes roles with various insurance carriers and a long tenure at United Airlines. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management, with specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Vincent C

Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Vincent Crescenzo is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1999. Outside of his advisory role, he owns and operates Crescenzo Financial, Inc., a health and dental insurance business. 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 its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements and incorporating a variety of analytical approaches and specialized advisory services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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William D

Series 63, Series 66

Clinton, TN

Centaurus Financial, Inc.

William Dobbs is a financial advisor at Centaurus Financial, Inc. with 42 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2008. Outside of his advisory role, Dobbs is an insurance agent involved in life insurance underwriting and policy delivery. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and specialized retirement-plan consulting through various platforms and third-party managers.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Armand S

Series 63

North Huntingtondon, PA

Centaurus Financial, Inc.

Armand Sperduto is a financial advisor with Centaurus Financial, Inc., holding a Series 63 registration and over 31 years of industry experience. He has been with Centaurus Financial since 2016 and has operated the Armand C Sperduto Agency since 1984. In addition to his advisory work, he is an insurance agent involved in the sales of fixed annuities, term life, and whole life insurance, as well as property and casualty coverage with Erie Insurance Group. 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, retirement-plan consulting, and specialized advisory services, employing a range of analytical approaches and both discretionary and non-discretionary account management.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jimmie R

ChFC®, Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Daniel R

Series 63

Santa Ana, CA

Centaurus Financial, Inc.

Daniel Roberts is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 47 years of industry experience. He has worked with Centaurus Financial since 2016. Outside of his advisory role, he is co-owner and general manager of Pet Buddies, a non-investment business in Santa Ana, CA, where he oversees billing, collections, and legal matters. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Brett E

Series 63, Series 66

Palm Coast, FL

Centaurus Financial, Inc.

Brett Ewing is a financial advisor with Centaurus Financial, Inc. in Palm Coast, FL, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, Ewing manages a local community economic research project that produces a business activity index and participates in educating clients about deferred sales trust strategies. Centaurus Financial, Inc. serves 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 management approaches with various analytical methods.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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John K

Series 66

Anaheim, CA

Centaurus Financial, Inc.

John King is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Devere Acuma LLC. Outside of his advisory role, he serves as Vice President of Beach Financial Group, Inc., a branding and marketing firm. Centaurus Financial, Inc. serves 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 advisory management of annuity and variable life sub-accounts.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jeffrey R

CFP®, Series 66

Fort Collins, CO

Centaurus Financial, Inc.

Jeffrey Rittner is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2016. Prior to this, he worked for Wells Fargo Advisors LLC for six years. He serves on the board of the Lubick Foundation, a nonprofit supporting local cancer patients and families in Northern Colorado. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary portfolio management through its CLASSIC Plus platform.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Robert W

Series 63, Series 65

Shelton, CT

Centaurus Financial, Inc.

Robert Walsh is a financial advisor with Centaurus Financial, Inc. in Shelton, CT, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Centaurus Financial since 2017 and is also president of the CT Institute of Finance, where he provides property and casualty insurance services and tax preparation. Additionally, Walsh is involved with Sound Coaching Inc., where he coaches clients and small businesses, serves as a keynote speaker, and hosts a radio show. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs various investment approaches and provides both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Joanna M

Series 66

Anaheim, CA

Centaurus Financial, Inc.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. 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 management services through a variety of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Todd M

Series 63

Montgomery, TX

Centaurus Financial, Inc.

Todd Mc Lane is a financial advisor at Centaurus Financial, Inc. with 44 years of industry experience. He holds a Series 63 designation and previously worked at USA Financial Securities and National Planning Corporation. He has been associated with The McLane Agency since 1977, which he operates for branding and marketing purposes. 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 services with a mix of discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Stanley E

Series 63, Series 65

Leesburg, VA

Centaurus Financial, Inc.

Stanley Epps is a financial advisor with Centaurus Financial, Inc. in Leesburg, VA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Centaurus Financial since 2006 and has been involved with Epps & Associates, Inc. since 2001. Outside of his advisory roles, he serves as president of Epps Financial Services, which provides life and health insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, with an investment approach that includes both discretionary and non-discretionary arrangements and utilizes fundamental, technical, bottom-up, and top-down analysis.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jane O

Series 63, Series 65

Eugene, OR

Centaurus Financial, Inc.

Jane Olbekson is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes positions at First Allied Advisory Services, Inc. and First Allied Securities, Inc. before joining Centaurus Financial in 2019. Centaurus Financial serves 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 analytical approaches.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Roger M

Series 63, Series 65

Highlands Ranch, CO

Centaurus Financial, Inc.

Roger Martin is a financial advisor with Centaurus Financial, Inc. in Highlands Ranch, CO, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Centaurus Financial since 2008 and maintains involvement with Charter Financial Resources and Legacy Marketing Group. Outside of advising, he operates a 1950s event center for meetings and celebrations. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through a variety of investment approaches and discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Scott F

Series 63, Series 65

Hayden, ID

Centaurus Financial, Inc.

Scott Finnegan is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at Triton Pacific Securities, Select Capital Corporation, Shopoff Securities Inc, Steadfast Companies, Stira Capital Markets Group LLC, and Merrill. He owns Finnegan Financial LLC, a business entity to handle finances. 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 services, utilizing both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Jay C

Series 66

Closter, NJ

Centaurus Financial, Inc.

Jay Choi is a financial advisor at Centaurus Financial, Inc. with 21 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2005. In addition to his advisory role, he is president of JC Financial Group, Inc., which provides tax accounting, filing services, and property and casualty insurance. 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as annuity and variable life sub-account management.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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