ADVISOR BIO

Paul Gibson is a registered Investment Advisor Representative with Harborview Capital Management LLC, which has an office in Sarasota, FL. Paul has been in the financial services industry since 1994. Paul has passed the Series 7, 63 and 65 exams and Series 24. Paul's previous employment includes Euro Pacific Capital, Inc. and BT Securities Corporation. Paul is an active Investment Advisor in the state of Florida.

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ADVISOR BIO

Paul Shupe is a registered investment advisor representative with Wealth Management Services Inc. in Sarasota, Florida. Paul has been in the financial services industry for 8 years. Paul is also a registered investment advisor with the state of Florida. Paul has held previous roles at MSI Financial Services, Inc. and AEGIS CAPITAL CORP., both located in Sarasota, Florida. Paul has passed the Uniform Combined State Law Examination, the Series 7 exam, the Series 6 exam and the SIE exam. Paul specializes in providing financial planning services, pension consulting, selection of other advisors, and portfolio management services for individuals.

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ADVISOR BIO

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 Hart is a financial advisor with over 50 years of experience in the industry. Peter is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with Prudential Securities Incorporated, Bache Halsey Stuart Inc., Bache & Co Incorporated, Bache & Co., Incorporated, and Dean Witter & Co. Incorporated. Peter specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Peter is licensed to provide investment advice in Alabama, Alaska, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Maryland, Mississippi, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Texas, and Virginia.

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ADVISOR BIO

Peter Grenville Magnuson is a financial advisor with Level Four Advisory Services. Peter has been in the financial industry since March 22, 1990, and has experience in a variety of financial services, including investment advisory, portfolio management, and financial planning. Peter is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA) and is also registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Peter has experience working with a range of clients, including individuals, families, businesses, and charitable organizations.

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ADVISOR BIO

Peter Vincent Allen is a financial advisor with Wells Fargo Clearing Services, LLC. Allen has over 30 years of experience in the financial services industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Allen is a Series 3, Series 7, Series 63, and Series 65 licensed representative. Allen has worked with Wells Fargo Advisors LLC and UBS FINANCIAL SERVICES INC in the past. Allen specializes in providing investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses.

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ADVISOR BIO

Peter Genersich is a financial advisor with J.P. Morgan Securities LLC. Peter has been in the securities industry since June 12, 2013. Peter is licensed to conduct business in Florida and Texas and has a Series 7 and Series 66 license, and a Securities Industry Essentials (SIE) exam. Peter has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Clearing Services, LLC. Peter is a committee member of the Ringling Museum. Peter is currently registered with FINRA and has a specializations in Financial planning, Pension consulting, Selection of other advisors, Portfolio management for businesses and Portfolio management for individuals.

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ADVISOR BIO

Peter Oliger is a financial advisor at Morgan Stanley. Peter has been in the industry since July 2015 and is registered with FINRA and the state of Florida. Peter has experience with a wide range of clients, including high net worth individuals, corporations, and pension plans. Peter is also a partner with KRO Holdings, LLC, a hospital/healthcare company. Peter is committed to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Peter Krause is a financial advisor with Stifel, Nicolaus & Company, Inc. Peter has been in the industry since 1983, providing financial advice to individuals and businesses. Peter is registered to offer securities in Florida, Texas, and Wisconsin. In addition to offering financial planning and portfolio management services, Peter also offers education seminars to clients.

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ADVISOR BIO

Peter Jameson Abbott is an active investment advisor representative and registered representative with Edward Jones. Peter has been in the securities industry since November 16, 2011. Peter has passed the Series 66, Series 7 and SIE exams. Peter is registered in 18 states. The firm has a total of 824,988,034,503 in assets under management. The firm manages 5,086,856 accounts for clients of all types.

SPECIALIZATIONS