Centauri Advisory Group, Inc.

Garrett Bishop is a financial advisor at Centauri Advisory Group, Inc. with five years of industry experience. He holds a Series 66 designation and has worked previously at The Prudential Insurance Company of America, Pruco Securities LLC, and First Commonwealth Bank. Outside of his advisory role, Garrett serves as COO of Checkmate Rentals and is an active property and casualty insurance agent. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach with a core–satellite portfolio structure and integrates estate, tax, longevity, insurance, and income-optimization planning using managed model portfolios and third-party money managers.

Kevin Phillis is a ChFC® with 42 years of industry experience, currently serving at Centauri Advisory Group, Inc. He has been with Trustmont Financial Group, Inc. since 2007. Outside of his advisory role, he is a part-owner of an insurance company and is involved in selling property and casualty insurance as well as fixed-rate annuities. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure and integrates estate, tax, longevity, insurance, and income-optimization planning with access to pre-selected third-party money managers.

Tyler Falk is a Series 65-registered advisor with Centauri Advisory Group, Inc. in Zelienople, PA, where he has worked since 2014, accumulating nine years of industry experience. Outside of his advisory role, he serves as a JV baseball and basketball coach at Riverside High School and acts as the treasurer for the campaign of Pennsylvania State Senator Elder Vogel Jr. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses, using a conservative-to-moderate investment approach with a core–satellite portfolio structure. The firm integrates tax preparation and insurance services alongside portfolio management and emphasizes risk management and capital preservation.

Robert Falk is a CFP® with 19 years of experience in the financial services industry. He is affiliated with Centauri Advisory Group, Inc. and has worked with Trustmont Advisory Group, Inc. and Trustmont Financial Group, Inc. since 2006. Outside of his advisory role, Falk serves as a trustee for an ESOP and is a board member of Appalachian Clothing Company, both non-compensated positions, and he is also a CPA and tax preparer. Centauri Advisory Group provides investment advisory and financial planning services to individuals, trusts, and small businesses. The firm employs a conservative-to-moderate investment approach using a core–satellite structure, emphasizing risk management and capital preservation while integrating tax, estate, and insurance planning.