ADVISOR BIO

Peter Falkowski is an investment advisor representative with Onedigital Investment Advisors. Peter has been in the industry for over 20 years and has experience working with clients of all types, including high-net-worth individuals, corporations, pension and profit-sharing plans, and state and municipal government entities. Peter offers a variety of financial planning and investment management services to clients, including portfolio management for individuals and businesses, financial planning, and pension consulting.

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ADVISOR BIO

Peter Bisulca is an investment advisor representative with Colarion. Peter has been in the industry since August 5, 1997. Peter is registered with the state of Florida as a broker-dealer and with the state of Florida, New York, and North Carolina as an investment advisor. Peter has a Series 63, Series 65, Series 66, Series 7, Series 24 and a SIE license. Peter works with individual clients, corporations and other businesses, charitable organizations, and pooled investment vehicles. Previous affiliations include MML Investors Services, LLC, Park Avenue Securities, LLC, AXA Advisors, LLC, Genesis Securities, LLC, Schonfeld Securities, LLC, Basic Investors Inc., Andrew, Alexander, Wise & Company Incorporated, First Republic Group, LLC, Win Capital Corp., Capital Securities of America, Inc., Janssen-Meyers Associates, L.P., Redstone Securities, Inc., and Texas Capital Securities, Inc.

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ADVISOR BIO

Peter John Mangano is an investment advisor representative at RBC Capital Markets, LLC. Peter is a licensed investment advisor representative in Texas and Maryland. Peter has been in the industry since January 15, 2018. RBC Capital Markets, LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals. The firm has a total of $259,962,335,074 in assets under management.

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ADVISOR BIO

Peter Mallouk is an investment advisor representative at Creative Planning. Peter has been in the industry since 1998. Peter is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). Peter has a Series 7, Series 63, and Series 65 license. Peter has experience providing financial planning, portfolio management, and other investment advisory services to a variety of clients, including high-net-worth individuals, families, trusts, and businesses. Peter is also an attorney and provides estate planning and other legal services. Peter holds a bachelor's degree in business administration from the University of Kansas and a law degree from the University of Missouri-Kansas City.

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ADVISOR BIO

Peter Kolar is a financial advisor with RBC Capital Markets, LLC. Peter joined RBC Capital Markets, LLC in August of 2014. Peter is a Series 66, Series 7 and Series 9 licensed professional and holds a Series 10 license. Peter has been a licensed professional in the securities industry since May 1, 2007. Peter specializes in providing financial services to individuals, corporations, charitable organizations, pension and profit-sharing plans, insurance companies and pooled investment vehicles. In addition to his work at RBC Capital Markets, LLC, Peter serves on the Philanthropic Advisory Council of the Masonic Institute for the Developing Brain and is a member of the Board of Directors for the Orono Youth Hockey Association.

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ADVISOR BIO

Peter L. Philpott is an investment advisor representative who has been in the industry since June 2002. Peter is currently registered with Robert W. Baird & Co. Inc. and has previously worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Peter has a range of experience in the financial industry, holding licenses and certifications in various areas, including securities, commodities, and investment advising. Peter is also a passive joint owner of a private service company, Industrial Refractory Services, Inc. Peter has experience working with a variety of client types, including individuals, corporations, and institutions.

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ADVISOR BIO

Peter Jose' D'arruda is an investment advisor representative for Freedom Investment Management, Inc., Capital Financial Advisory Group, LLC and Foundations Investment Advisors LLC. Peter is licensed in the state of North Carolina and offers financial planning, pension consulting and portfolio management services to individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Peter Wahlstrom is an investment advisor representative with Mesirow Financial Investment Management, Inc. Peter has worked in the financial industry since 1998 and has experience working with insurance companies, investment companies, charitable organizations, high net worth individuals, and other investment advisors. Peter is also a chartered financial analyst. Peter is registered in Illinois and previously worked at Goldman, Sachs & Co., American Express Financial Advisors Inc., and IDS Life Insurance Company.

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ADVISOR BIO

Peter Huntington Greaves-tunnell is an Investment Advisor Representative with Cobblestone Capital Advisors, LLC. Peter is registered in New Hampshire and has been in the industry since August 1991. Peter specializes in providing financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Peter Wills is an Investment Advisor Representative with RBC Capital Markets, LLC. Peter has been in the securities industry for 1 year. Peter's branch office is located in Clive, Iowa. Peter has passed the Series 66, Series 7TO and SIE exams. Peter's current registrations are active in Iowa and Texas. Peter is registered with FINRA and has a total of 22 approved state registrations. Peter is also registered with 2 other SROs. Peter works with individuals, high-net-worth individuals, corporations, and other businesses. Peter also works with insurance companies, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, and state or municipal government entities. Peter provides advisory services such as financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Peter is also involved in the family business, Wills Family Orchard, located in Adel, Iowa.

SPECIALIZATIONS