Peter Quigley is a financial advisor at Holos Integrated Wealth with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Renvyle Partners, LLC for 20 years and RBC Capital Markets for one year. Outside of his advisory role, he serves on the board of the Philadelphia Glider Council, a nonprofit organization promoting aviation. Holos Integrated Wealth manages approximately $233 million for about 225 clients, including individuals, trusts, estates, pension plans, and small businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to create customized discretionary portfolios.

Brian Stephenson is a financial advisor at Holos Integrated Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Arkadios Wealth Advisors, Arkadios Capital, and Triad Advisors. Outside of investment advisory, he is involved with insurance-related activities through Delta Consulting Partners, LLC. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs a long-term, goals-based investment approach using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.

David Matulewicz is a financial advisor at Holos Integrated Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Arkadios Wealth Advisors and Triad Advisors. He is involved with Delta Consulting Partners, LLC, a personal services company related to insurance payments. Holos Integrated Wealth provides discretionary wealth management and financial planning to individuals, trusts, estates, charitable organizations, and privately held businesses. The firm employs long-term, goals-based investment strategies using a combination of macroeconomic, fundamental, cyclical, and technical analysis to tailor portfolios to client risk profiles and objectives.