Ricky Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding a Series 63 designation and bringing 43 years of industry experience. He has been with Centaurus Financial since 2015 and is also involved in business exit planning and coaching through Empire Business Brokers, as well as operating Mantei & Associates, his investment-related business since 1995. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, and institutions, offering financial planning, portfolio management, and specialized retirement-plan consulting through a range of discretionary and non-discretionary arrangements.

Timothy Thomas is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. He holds a Series 66 credential and has previously worked at Mantei & Associates and Belk. In addition to his advisory role, he is involved with Mantei & Associates in a non-investment capacity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts.

Daniel Klemm Jr. is a financial advisor with Centaurus Financial, Inc. and Mantei & Associates, holding Series 65 and Series 63 licenses with 11 years of industry experience. He is based in Lexington, SC. 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, and retirement-plan consulting through discretionary and non-discretionary arrangements, employing a combination of fundamental and technical analysis alongside model overlay programs and third-party money manager referrals.

Atul Makharia is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been associated with both Centaurus Financial and Mantei & Associates since 2015. His other activities include serving as a registered representative for marketing and branding purposes at COLA Wealth Advisors. 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, employing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Parker Rominger is a financial advisor with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. His background includes prior roles at Cola Wealth Advisors and service in the United States Marine Corps. 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, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Robert Morin is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation and previously worked at Mantei & Associates, Creative Innovations, LLC, and Lasco Corp., among other roles. Outside of advising, he has held sales assistant positions related to marketing and branding efforts at Mantei & Associates and COLA Wealth Advisors. 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, utilizing a range of investment analyses and both discretionary and non-discretionary management arrangements.

Jeffrey Thomas is a financial advisor with Centaurus Financial, Inc. in Lexington, SC. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including concurrent roles at Mantei & Associates since 2015. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services, using a blend of fundamental and technical analysis with both discretionary and non-discretionary arrangements.

Lisa Mantei is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with Centaurus Financial since 2015. Outside of her advisory role, she manages LUVU3000 LLC, an estate planning and asset protection entity. 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 range of financial planning and portfolio management services, utilizing various analytical approaches and allowing for both discretionary and non-discretionary arrangements.

Dana Hawkins is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 65 and Series 63 licenses and bringing 15 years of industry experience. He has been with Centaurus Financial and Mantei & Associates since 2015. Outside of his advisory role, he is involved with Cola Wealth Advisors and supports branding and administrative functions at Mantei & Associates. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, with a predominant portion of assets managed on a non-discretionary basis.

Hunter Walters Mccarthy is a financial advisor with Centaurus Financial, Inc. in Lexington, South Carolina. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been associated with both Centaurus Financial and Mantei & Associates since 2015. 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, employing a range of analytical approaches and offering both discretionary and non-discretionary arrangements.

Jonah Palmer is a financial advisor at Centaurus Financial, Inc. He holds a Series 66 designation and has been in the industry since 2023. Prior to joining Centaurus Financial, he worked at Cola Wealth Advisors, Target, Publix, Miso Sushi, and Chapin-Irmo Recreational Facilities. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of analytical approaches and discretionary and non-discretionary management arrangements.

Jason Jeanquart is a financial advisor at Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Centaurus Financial since 2017 and has been associated with Mantei and Associates since 2015. 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 through various discretionary and non-discretionary arrangements.