Peter Berzins is a financial advisor at UBS Financial Services with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2014. In addition to his advisory role, Berzins serves on an advisory committee for the Bass Foundation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad platform.

Viktor Misko is currently serving as Vice President Private Wealth Management Advisor at Fidelity Investments, a role he has held since 2025. He has been associated with Fidelity Investments in various capacities since 2010, including Vice President Wealth Planner and Investor Center Financial Consultant, reflecting a continuous professional commitment within the firm. Prior to joining Fidelity, Viktor worked as a Financial Advisor at Merrill Lynch and Morgan Stanley. Throughout his career, Viktor has focused on helping clients simplify their financial lives, aiming to empower them towards financial independence through trusted guidance. His team's mission emphasizes supporting clients in managing their financial affairs so they can concentrate on what matters most to them and their families. He seeks to be a key resource for all aspects related to his clients' financial needs. Outside of his professional responsibilities, Viktor has an interest in family activities, fitness, football, pets, reading, and soccer.

Robert Griener is a financial advisor at Fidelity with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Transamerica Financial Advisors, World Financial Group, and Celadon Financial Group. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI-driven research methodologies.

Sarah Pittman is a financial advisor at Morgan Stanley with 14 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2012, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients. The firm delivers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.