Daniel Shvartsman

Michael Groeschl is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2004. In this capacity, he leads, manages, and coaches a team of professionals dedicated to partnering with clients to develop financial plans aimed at achieving their goals. He emphasizes servant leadership as a guiding principle in supporting and motivating his team of investment professionals. Prior to his current position, Michael served as an Investor Center Manager at Strong Investments from 1993 to 2004. His career reflects a long-standing commitment to financial advising and leadership within the investment industry. Outside of his professional responsibilities, Michael has personal interests in baseball and movies.

Samuel Cherny is a Senior Financial Advisor at Merrill Lynch Wealth Management, operating from the firm’s flagship Fifth Avenue office in New York City. He leads an experienced advisory team that serves high net worth individuals, families, and small businesses nationwide. Samuel and his team draw upon over 80 years of collective financial services experience to deliver comprehensive investment and wealth management strategies. His approach emphasizes customized financial planning that considers clients’ time horizons, liquidity needs, and tax circumstances to help them achieve long-term objectives. Services provided by his team include investment management, personal banking, trust and estate planning, and insurance solutions. Many client relationships managed by Samuel span multiple generations. Samuel earned a Bachelor’s Degree with a double major in Personal Finance and Economics from the University of Wisconsin–Madison. He holds the Personal Investment Advisor (PIA) designation. Originally from Wisconsin, Samuel now resides in Manhattan. He actively supports Muddy Paws Rescue in his community. His personal interests include basketball, cooking, football, running, skiing, soccer, traveling, volleyball, and watching movies.

Michael Kelly is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing financial advisory and retirement benefits consulting services. With over 35 years of experience working with organizations and their employees, he focuses on assisting plan sponsors in selecting appropriate retirement plans and delivering financial wellness programs to enhance employee engagement and education. Michael's expertise encompasses corporate executive services, family wealth management strategies, institutional and corporate benefit services, investment consulting for defined contribution plans, small business strategies, and retirement income planning. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes a Bachelor's Degree from St Mary's University of Minnesota and an Accredited Certificate Program from The Wharton School. Residing in Mequon, WI with his wife Lisa, Michael is actively involved in community service through his volunteer work with SecureFutures, a local nonprofit organization focused on providing financial literacy to high school students. He serves as a committee member for their annual investment conference and participates on their finance committee. Michael enjoys golfing, traveling, and spending time with his family.