ADVISOR BIO

Peter Supel is an active investment advisor representative (IAR) registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in the state of Florida. Peter has been working in the financial services industry for over 3 years and has a proven track record of providing exceptional financial guidance to a wide range of clients. Peter is dedicated to building strong relationships with clients and understanding their unique financial goals and needs. He is a highly skilled and knowledgeable advisor, with expertise in various areas of finance.

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ADVISOR BIO

Peter Arnold is a financial advisor who has been in the industry since January 17, 2023. Peter is currently registered with Edward Jones, a firm with over $800 Billion in assets under management. Peter is registered as a registered representative in Florida and Texas. Peter has passed the Series 7TO, SIE, and Series 66 exams. Peter specializes in financial planning, pension consulting and the selection of other advisors.

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ADVISOR BIO

Peter Michael Heidt is an investment advisor representative with Ameriprise Financial Services, LLC. Peter has been in the industry since February 18, 1997 and has been with Ameriprise Financial Services, LLC since July 6, 2020. Peter previously worked at Morgan Stanley and Wells Fargo Advisors, LLC. Peter is registered to provide investment advisory services in Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Nebraska, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Washington, and Wyoming. Peter is also registered to provide securities services in these states.

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ADVISOR BIO

Peter Kane is a financial professional with experience in various areas, including financial consulting, business development, and life insurance. Peter holds both Series 66 and Series 7 licenses and has a background in managing finances and providing business guidance for clients. Peter is currently affiliated with Csenge Advisory Group, a firm specializing in financial planning, asset allocation, and portfolio management.

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ADVISOR BIO

Peter Michael Williams is a financial advisor with over 40 years of experience in the financial industry. Peter is currently registered with M Holdings Securities, Inc. and has been with the firm since June 2001. Prior to that, Peter held positions with several other firms including Mutual Service Corporation and Royal Alliance Associates, Inc. Peter specializes in working with individuals and businesses. Peter also holds the Series 7, Series 24, and Series 63 licenses.

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ADVISOR BIO

Peter Nardin is a registered representative of Morgan Stanley. Peter has been in the securities industry since April 2014. Peter is currently registered in 53 states for broker-dealer services, and 3 states for investment advisor services. Peter's registrations are active in all states. Peter's services include asset allocation advice, financial planning, pension consulting, educational seminars, and selection of other advisors. Peter's primary office location is in Palm Beach, FL, where he is also registered. Peter is also registered in Connecticut and Texas for broker-dealer services and Texas for investment advisor services. Peter is approved to conduct business with a wide range of clients, including high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.

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Peter Meizels is a financial advisor with over 30 years of experience in the industry. Peter is registered with Wells Fargo Clearing Services, LLC and has been with them since 2024. Prior to joining Wells Fargo Clearing Services, LLC, Peter was with Janney Montgomery Scott LLC, Stiefel, Nicolaus & Company, Incorporated, Wachovia Securities, LLC and Prudential Securities Incorporated. Peter specializes in providing investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors. Peter has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Peter Katsarelis is a financial advisor with LPL Financial LLC in Palm Harbor, FL. Peter has been in the financial industry since December 15, 2016. Peter previously worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED in Tampa, FL. Peter holds a Series 66, Series 7 and SIE license and is registered with FINRA and the states of Florida, Michigan and Virginia.

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ADVISOR BIO

Peter Bermont is a financial advisor with over 50 years of experience in the industry. Peter has been a registered representative with Raymond James & Associates, Inc. since February 2013 and is licensed to offer securities in Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Kentucky, Maine, Maryland, Massachusetts, Michigan, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Puerto Rico, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, and West Virginia. Peter was previously with Morgan Keegan & Company, Inc. and Citigroup Global Markets Inc. In addition to being a Registered Representative, Peter is also a Registered Principal and holds the Series 63, 65, 7TO, 9, 10, 12, 24, 40 and SIE licenses. Peter is a volunteer on the Pension Committee at Jackson Health Systems and a member of the voluntary Investment Committee for Miami Community College.

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ADVISOR BIO

Peter Bredo Stabell is a financial advisor with Wells Fargo Clearing Services, LLC. Peter has been working in the financial industry since 1970 and has a diverse range of experience. Peter holds licenses in several states, including Florida, New Jersey, and New York. Peter is able to provide a variety of services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

SPECIALIZATIONS