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.

Gabriel Torres is the Resident Director at Merrill, specializing in wealth management and portfolio construction. With six years of experience in the financial services industry, he collaborates closely with families, individuals, and business owners to develop personalized, tax-efficient strategies that align with clients' goals, risk tolerance, and time horizons. Gabriel emphasizes a goals-based approach, guiding clients through market volatility and leveraging resources from Bank of America and Merrill to enhance the investment experience. Gabriel holds a Bachelor's Degree from the University of Chicago, where he studied Law/Letters and Music. He is a Personal Investment Advisor (PIA) and is active in the University of Chicago Alumni Association as well as professional organizations in Illinois. Bilingual in English and Spanish, Gabriel is committed to building long-term client relationships through quality service and community involvement. He volunteers with several organizations and enjoys interests such as basketball, cooking, music, traveling, and spending time with his family.

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.

Rob Henry is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held the position of Financial Advisor at Janney Montgomery Scott from 2015 to 2023. Rob focuses on helping clients understand their personal finances and aims to build confidence across various life stages by establishing relationships, identifying concerns, and setting goals. With nearly a decade of experience in the financial advisory field, Rob works collaboratively with clients to develop financial plans aligned with their objectives. His approach emphasizes foundational relationship-building and goal-setting as the basis for effective financial planning. Outside of his professional role, Rob engages in family activities, social events with friends, music, outdoor adventures, reading, and volunteering.