Santa Barbara, CA State Street Office

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.

Timothy Tremblay is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding Series 63 and Series 65 credentials and possessing 42 years of industry experience. He has been with Centaurus Financial since 2003 and also operates Tremblay Waibel Financial Services, which he founded in 1997. Tremblay serves on the boards of COLAB, a coalition linking labor, agriculture, and business in Santa Barbara County, and the Santa Barbara Tax Advisory Center, a local business leadership organization. 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 with a range of analytical approaches.

Adam Donlevie is a CFP® professional with 19 years of experience at Centaurus Financial, Inc., where he has worked since 2007. He previously managed operations at Gainey Vineyard and Olive Hill Farm for 17 years. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting through various discretionary and non-discretionary arrangements. The firm employs a range of analytical approaches and provides access to model overlay programs and third-party money managers.

James Appel is a ChFC® and Series 66 licensed financial advisor with 11 years of experience, currently with Centaurus Financial, Inc. He has been with Centaurus since 2015. Outside of his primary role, he is involved with Tremblay Financial Services, a non-investment-related business established in 1997 that he uses for 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 a range of services such as financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Deborah Stoker is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds a Series 66 designation. Outside of her advisory role, she owns Debi's Designs, a residential and commercial design business. 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 services such as advisory management of annuity and variable life sub-accounts.

Julia Coburn is a financial advisor with Centaurus Financial, Inc. in Santa Barbara, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at Centaurus since 2017, with prior roles at Crown Capital Securities, Bcn Financial, Quest Securities, MSI Financial Services, and Ameriprise. Outside of her advisory work, she serves as a part-time field service manager providing long-term care and disability insurance to public safety members and acts as a notary public. 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 with discretionary and non-discretionary options, employing a variety of analytical approaches and specialized advisory services.

Jeffery Chaffin is a financial advisor at Centaurus Financial, Inc. with nine years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2017. Outside of his advisory work, Mr. Chaffin owns a performance training company for high school athletes and serves as an announcer for local high school sporting events. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements through various analytical approaches and model overlay programs.

Michael Morando Jr is a financial advisor at Centaurus Financial, Inc. in Santa Barbara, CA, with 14 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2012. Outside of his advisory work, he is involved in educational speaking and webinars through Compassion International and contributes to an estate planning team. Centaurus Financial, Inc. serves a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Ryan Burnham is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2006. Outside of his advisory work, he is involved in a non-investment-related business activity under the name Tremblay Financial 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, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements using a combination of fundamental and technical analysis.

Troy Tremblay is a financial advisor with Centaurus Financial, Inc. in Westlake Village, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Centaurus Financial since 2003, operating under the branding Tremblay Financial 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, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.