Lexington, SC Office

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. in Lexington, SC, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has been with Centaurus Financial since 2014. Outside of his advisory role, he owns and manages a non-investment related business that handles branding and administrative services. Centaurus Financial 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 options, including discretionary and non-discretionary arrangements, employing a blend of fundamental and technical analysis with access to model overlay programs and third-party money managers.

Atul Makharia is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he is involved with Mantei & Associates, which supports branding and administrative functions including payroll and benefits. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management of annuity and variable life sub-accounts, with a mix of 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 with Centaurus Financial, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Centaurus, he worked at Mantei & Associates and Creative Innovations, LLC. Morin also serves as a sales assistant for two non-investment related entities connected with Mantei & Associates and Cola Wealth Advisors. 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 services, utilizing both discretionary and non-discretionary arrangements and a variety of investment analysis methods.

Jeffrey Thomas is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he is involved with COLA Wealth Advisors for marketing and branding purposes and is an employee at Mantei and Associates, engaged in administrative functions. 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 both discretionary and non-discretionary management strategies.

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 at Centaurus Financial, Inc. in Lexington, SC, holding Series 65 and Series 63 designations with 15 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, Hawkins is involved with Mantei & Associates, where he participates in branding and administrative activities. 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 specialized advisory services with a mix of discretionary and non-discretionary arrangements across a broad range of investment strategies.

Hunter Walters Mccarthy is a financial advisor with Centaurus Financial, Inc. in Lexington, SC, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been with Centaurus Financial since 2015. In addition to his advisory role, he is involved in non-investment business activities related to marketing, branding, and administrative support through COLA Wealth Advisors and Mantei & Associates. 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 and portfolio management through platforms like CLASSIC Plus, employing a variety of analytical approaches and providing 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, 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.