ADVISOR BIO

Peter Andrew Vander ploeg is a financial advisor with over 10 years of experience in the financial services industry. Peter currently works at Captrust, where they specialize in financial planning, portfolio management, and pension consulting. Peter has held previous positions at Fidelity Brokerage Services LLC and Wilson-Davis & Co., Inc. Peter has passed the Series 63, Series 66, Series 7, and Series 55 exams, as well as the Securities Industry Essentials Examination. Peter is also a Certified Financial Planner.

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ADVISOR BIO

Peter Wayne Brady is a financial advisor with over 30 years of experience in the industry. Peter is currently registered with Robert W. Baird & Co. Inc. Peter has a strong track record of success in providing comprehensive financial planning and investment management services to individuals, families, and institutions. Peter has held previous roles with Gleacher & Company Securities, Inc., BNY Capital Markets Inc., and Mendham Capital Group, Inc. Peter is committed to helping clients achieve their financial goals and providing them with the personalized attention they deserve.

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ADVISOR BIO

Peter Wycliffe Conway is an investment advisor representative with BNY Advisors. Peter has been in the industry since November 2002 and has a wide range of experience in financial services. Peter holds several licenses and certifications, including Series 7, Series 63, Series 66 and Series 52TO. Peter has worked with several firms over the years, including PERSHING LLC, FIDELITY BROKERAGE SERVICES LLC, USAA FINANCIAL ADVISORS, INC., and MORGAN STANLEY. Peter specializes in investment advisory services for individuals, businesses and pooled investment vehicles.

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ADVISOR BIO

Peter Chiappinelli is a financial advisor with Ballentine Partners, located in Waltham, MA. Peter has been in the financial services industry since 2005 and holds the Series 7, Series 24, and Series 63 licenses. Peter has a strong background in investment management, financial planning, and portfolio management. Peter is a Chartered Financial Analyst (CFA) and provides financial planning and investment management services to individuals, families, and institutions.

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ADVISOR BIO

Peter Emmanuel Shenas is an Investment Advisor Representative with Ariston Services Group, LLC. Peter has been in the financial services industry since 1987 and has a Series 7, Series 63, and Series 65. Peter is a Certified Financial Planner™ professional and specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Peter is registered with the states of California and Texas. Prior to joining Ariston Services Group, LLC Peter worked with CITIGROUP GLOBAL MARKETS INC., THOMAS GREEN/SAN DIEGO SECURITIES INCORPORATED, and SAN DIEGO SECURITIES INCORPORATED.

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ADVISOR BIO

Peter Hess is a financial professional with over 30 years of experience in the industry. Peter is currently registered with Lazard Asset Management LLC. Peter has held previous positions with Cantor Fitzgerald & Co. and Nuveen Securities, LLC. Peter has a broad range of experience in financial services, including investment banking, futures, and securities. Peter specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles.

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Peter James Walsh is an investment advisor representative with Fisher Investments. Peter has been in the industry since 1994 and has a broad range of experience in the financial services field. Peter holds the Series 3, 7, 63, 65, and SIE licenses. Peter is currently registered with the state of Florida as an Investment Advisor Representative, and with the state of Texas as an Investment Advisor Representative - Resident.

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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 Mott is a financial advisor with over 40 years of experience in the financial services industry. Peter has worked at William Blair since 2009. Peter is a registered investment advisor in Illinois and holds Series 7, 9, 10, 15, 63, and 65 licenses. Peter has specialized in equity research services, portfolio management for individuals, businesses, and pooled investment vehicles, and financial planning. Peter is a member of the Chicago community, currently serving as Chairman (Non Executive) of Armaly Brands, a manufacturer and distributor of household products.

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ADVISOR BIO

Peter Mainstain is an investment advisor representative at Ami Asset Management Corp.. Peter holds the Series 65 license and has been an investment advisor representative since December 14, 2001. Peter specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Peter is also a Managing Director of Tanner Mainstain Glynn & Johnson LLC DBA Ground Control Business Management, a non-affiliated business management and tax consulting firm.

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