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Frank M

Series 63

Montgomery, TX

Centaurus Financial, Inc.

Frank Mc Lane Jr. is a financial advisor with Centaurus Financial, Inc. and holds a Series 63 designation. He has 44 years of industry experience, including roles at USA Financial Securities and National Planning Corporation. He also operates The McLane Agency, which involves insurance sales. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, corporations, and trusts. The firm offers a range of financial planning and portfolio management services, employing fundamental and technical analysis, with both discretionary and non-discretionary account options.

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

CFP®, Series 63, Series 65

Anaheim, CA

Centaurus Financial, Inc.

Blanca Intriago is a CFP® professional with over 32 years of experience in the financial industry. She has been with Centaurus Financial, Inc. since 2017 and previously worked at LPL Financial for eight years. 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized 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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Darren G

CFP®, Series 66

Anaheim, CA

Centaurus Financial, Inc.

Darren Grossman is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Centaurus Financial, Inc. since 2017. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. He is also principal of CGM Risk Management and Insurance Services LLC, where he engages in property and casualty insurance services and carrier trainings. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutional entities. The firm offers a range of financial planning and portfolio management solutions through platforms such as CLASSIC Plus, with discretionary and non-discretionary arrangements tailored to client needs.

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

Series 63, Series 65

Laurel, MS

Centaurus Financial, Inc.

Stephen Mccraw is a financial advisor with Centaurus Financial, Inc. in Laurel, MS, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Centaurus Financial since 2015 and has operated as a self-employed advisor since 1978. Outside of his advisory role, he is also licensed as an insurance agent, involved in the sale of fixed insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through a range of discretionary and non-discretionary arrangements, utilizing multiple analytical approaches and third-party resources.

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

Series 66

Fort Collins, CO

Centaurus Financial, Inc.

Timothy Doud is a financial advisor with Centaurus Financial, Inc. in Fort Collins, CO, holding the Series 66 designation and 17 years of industry experience. He has worked with Waddell & Reed, Inc. and various insurance carriers before joining Centaurus Financial in 2017. He is also owner and president of T Doud LLC and Bridgepoint Financial, LLC, which he operates primarily for branding and tax purposes. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering both advisory and brokerage services. The firm employs a range of investment strategies and provides services such as financial planning, portfolio management, and retirement-plan consulting 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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Alan B

Series 63, Series 65

Lake Worth, FL

Centaurus Financial, Inc.

Alan Bernstein is a financial advisor at Centaurus Financial, Inc. with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked in various roles including tax preparation and coaching through his involvement with the CT Institute of Finance and Sound Coaching Inc. Prior to joining Centaurus Financial in 2017, he was with American Portfolios Financial Services, Inc. from 2011 to 2017. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services with a focus on financial planning, portfolio management, and retirement-plan consulting, employing both discretionary and non-discretionary investment 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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John H

Series 63, Series 65

Denton, NC

Centaurus Financial, Inc.

John Halley IV is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Halley has been with Centaurus Financial since 2011. Outside of his advisory role, he plays guitar in a musical band called TRAINWRECK. 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 using 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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Scott R

Series 66

Pottstown, PA

Centaurus Financial, Inc.

Scott Rakowski is a financial advisor at Centaurus Financial, Inc. with five years of industry experience. He holds a Series 66 designation and has been the owner and president of Rakowski & Company, PC, a CPA firm specializing in tax preparation and accounting, since 1999. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a blend of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management through platforms such as CLASSIC Plus and FlexUMA.

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

Series 63, Series 66

Longmont, CO

Centaurus Financial, Inc.

Dennis Hein is a financial advisor with Centaurus Financial, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously worked at Cetera Advisor Networks LLC and Cetera before joining Centaurus in 2024. Hein is also president of Hein Financial Services, Inc., a non-investment business focused on life and health insurance sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary strategies, using a range of analytical approaches and model overlay programs.

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