David Lake

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.

Kevin R. Campbell is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual goals. He has over 25 years of experience in the financial services industry, working with a diverse range of clients to articulate and work towards their financial objectives. Prior to joining Fidelity in 2023, Kevin held various roles including Financial Advisor and Wealth Advisor Associate at Morgan Stanley from 2014 to 2023, Financial Advisor at Northwestern Mutual from 2013 to 2014, and Institutional Cash Specialist at Wells Fargo Advantage Funds from 2006 to 2013. His extensive experience spans multiple facets of financial advising and client service. Outside of his professional career, Kevin enjoys cooking and baking, football, gardening, parenthood, and traveling.

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.