Scott Peterich is the Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2021. He has been engaged in the financial services industry since 2011, with experience in various roles including Wealth Management Advisor at TIAA and multiple positions at Fidelity Investments such as Investment Consultant, Portfolio Specialist, Fixed Income Specialist, and Investment Sales & Solutions Representative. Prior to his tenure at Fidelity, he worked as a Financial Advisor at Merrill Lynch. Throughout his career, Scott has assisted clients in navigating critical financial decisions across all life stages. He emphasizes the importance of considering the family system as an integral part of the financial planning process and is committed to helping families work toward their life goals. His areas of expertise include wealth planning, investment consulting, and portfolio management. Outside of his professional work, Scott has personal interests in football, golf, pets, skiing, and traveling.

Karim Premji is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that address their unique goals, leveraging investment insights from Merrill and banking services from Bank of America. Karim focuses on areas including family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Karim holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., and is also a Personal Investment Advisor (PIA). He is a qualified Portfolio Manager capable of managing personalized strategies that may incorporate individual securities, Merrill model portfolios, and third-party investment strategies, including discretionary management under the firm's Investment Advisory Program. Karim earned a bachelor's degree from the University of Florida. In addition to his professional work, Karim participates in community volunteer activities consistent with the Merrill tradition of community involvement. Outside of work, he enjoys cooking, golfing, spending time with his family, and watching movies.