ADVISOR BIO

Peter Carlyle Walls is an investment advisor representative with Kinloch Capital, LLC, based in Glen Allen, VA. Peter has been in the industry since 1998 and holds a Series 63, Series 65, Series 6, Series 7 and Series 31. Peter has experience with providing financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. Peter is a registered investment advisor in Texas and Virginia. Before joining Kinloch Capital, LLC, Peter worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Peter James Rechter is an investment advisor representative at Rechter Wealth Management, LLC in CLIFTON, VA. Peter has been in the industry since 1995 and has experience working with individuals, providing financial planning and portfolio management services. Peter is a Certified Financial Planner and holds the Series 7, 31, 63, and 65 licenses. Rechter Wealth Management, LLC manages over $98.7 million in assets for approximately 54 individual clients.

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ADVISOR BIO

Peter Charles Speros is a financial advisor with Creative Planning. Peter has been in the financial services industry for over 25 years. Peter is a Certified Financial Planner and holds Series 6, 7, 22, 63, and 65 licenses. Peter is registered in Florida and Virginia. Creative Planning is a registered investment advisor with offices in Overland Park, Kansas, McLean, Virginia, and Naples, Florida. Creative Planning provides financial planning, portfolio management, and other financial services to individuals, families, and businesses.

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ADVISOR BIO

Peter Chipouras is an investment advisor representative at Osaic Wealth, Inc. Peter has been in the financial services industry since 1994. Peter holds the Series 7, 63, and 65 securities licenses, and is a Certified Financial Planner. Peter is also registered as an investment advisor representative in several states, including Florida, Maryland, Texas, and Virginia. Peter’s primary practice is providing financial planning and portfolio management services to individuals, corporations, and charitable organizations.

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ADVISOR BIO

Peter Henry is a financial advisor with Cetera Investment Advisers LLC, based in Midlothian, Virginia. Peter has been in the financial services industry since 1985 and holds a Series 6, 7, 8, 23, 63, and 65 license. Peter has experience providing financial advice to individuals, businesses, and retirement plans. Peter Henry has a special focus on providing financial planning, pension consulting, and portfolio management services. Peter Henry has over 30 years of experience in the industry, and is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Peter Randall Romano is a financial advisor with Ameriprise Financial Services, LLC and has been in the financial services industry for over 30 years. Peter has a wide range of experience in providing financial advice and has a strong commitment to helping clients achieve their financial goals. Peter holds the Series 63 and Series 65 licenses. Peter has been registered with Ameriprise Financial Services, LLC and its predecessors since 2005 and is registered with the state of Virginia since 1991. Peter is also a member of the Board of Directors at Romano and the Advisory Board for the School of Business at Bluefield State College.

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ADVISOR BIO

Peter William Tuz is a registered investment advisor representative with Chase Investment Counsel Corp. in Charlottesville, Virginia. Peter has been in the industry since 1988 and holds Series 63, 65, 7 and 16 licenses. Peter also holds the designations of Certified Financial Planner and Chartered Financial Analyst. Peter specializes in providing financial planning, portfolio management and consulting services to individuals, families, corporations, and charitable organizations.

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ADVISOR BIO

Peter Baker is a registered investment advisor representative with Preston Wealth Advisors, LLC and Catoctin Wealth Management LLC. Peter has been in the industry since 2006. Peter is a Series 66 and Series 7 licensed professional. The firms focus on providing financial planning services. Peter is also a member of the Ruritans of Lucketts, a community aid group.

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ADVISOR BIO

Peyton Mills Studebaker is an Investment Advisor Representative for Davidson Investment Advisors, Inc.. Peyton has been a registered Investment Advisor Representative since 2003 and has a Series 65 license. Peyton has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, 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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ADVISOR BIO

Phil Broderick is a financial advisor with Mason Investment Advisory Services Inc. Phil has been in the industry since August 15, 1990. Phil has a wide range of experience in the financial industry, including providing financial planning, portfolio management, and selection of other advisors. Phil is registered in Connecticut, Florida, Illinois, Michigan, Texas, and Virginia.

SPECIALIZATIONS