Millenia Investments LLC

09/02/2026

Today we’re celebrating Josh! 🎉🎂

Happy Birthday to Josh, our Operations & Technology Specialist! We’re grateful to have him as part of the Millenia team and appreciate the patience, problem-solving skills, and kindness he brings to our team each day. His dedication and attention to detail help keep our operations running smoothly and our team connected and supported.

Help us wish Josh a very happy birthday! 🎉

09/01/2026

Meet the Team: Patrick O’Reilly! 👋

Patrick is one of the newest members of the Millenia Investments team, joining us through our acquisition of O’Reilly LLC. With more than 20 years of experience in the financial industry, Patrick brings a wealth of knowledge and a genuine passion for helping clients feel confident in their financial future. We’re excited to have his experience and expertise as part of our growing team!

As a Financial Advisor, Patrick works closely with clients to help develop personalized financial strategies and prepare for the years ahead. He specializes in retirement income planning and holds his Series 7, Series 24, and Series 65 licenses, along with the CFP® certification.

Outside the office, Patrick enjoys spending time with his family, being outdoors, playing all types of sports, going to the lake, and rocking out at concerts. 🎶

Help us give Patrick a warm welcome in the comments! 👋

08/31/2026

We’re excited to share an exciting new chapter for Millenia Investments!

Our recent merger with O’Reilly LLC marks an important step in the continued growth of our firm. We’re proud to welcome Patrick O’Reilly, CFP®, and Carrie Wyatt to the Millenia team and look forward to all that’s ahead.

Osaic recently shared the story behind the merger, including more about the experience and legacy that O’Reilly LLC brings to Millenia.

👉 Read the full announcement below!

Millenia Investments and O'Reilly LLC have built enduring businesses by putting relationships first. We're proud to support the combined team with the scale, technology and wealth management resources to pursue its long-term vision. https://ow.ly/G0om50ZB3cg

08/28/2026

August is Make-A-Will Month! 📋

Creating a Will is an important step in making sure your wishes are known and the people you care about are protected. Here are three reasons to consider putting a Will in place:

🏡 Direct your property: A Will allows you to outline how you want your assets distributed rather than leaving those decisions to state law.

📋 Provide clear instructions: Your Will can help guide the probate process and make your wishes clear.

👨‍👩‍👧 Name a guardian: If you have minor children, a Will allows you to designate someone you trust to care for them.

A little planning today can provide greater clarity and peace of mind for your loved ones tomorrow.

08/27/2026

Growing Skills. Strengthening Client Relationships.

Last week, our Associate Advisors Jordan Lamantia and Ries Moredock attended Osaic’s Wealth Advisory Academy in Omaha, Nebraska!

The academy focused on strengthening client conversations through better structure, open-ended questions, and active listening.

Continued professional development helps Jordan and Ries sharpen the skills needed to listen, understand each client’s goals, and provide thoughtful, personalized guidance.

08/26/2026

🐾 Happy National Dog Day! 🐾

Our team’s pups are stealing the spotlight today! ❤️🐶

But we know they aren’t the only ones who deserve some love. We want to see your pups, too! 📸

Clients, drop a picture of your four-legged family members in the comments and let’s fill the feed with some happy faces! 🐾👇

08/25/2026

Meet the Team: Jordan Lamantia! 👋

Jordan has been part of the Millenia Investments team for the past 3.5 years, bringing a thoughtful approach and a genuine interest in helping clients feel confident in their financial decisions. His dedication to learning and growing in the industry has made him an important part of our team.

As an Associate Advisor, Jordan works alongside our clients and advisors to help build and carry out financial strategies. He holds his Series 7 and Series 66 licenses, Missouri Life & Health licenses, and the NSSA® designation.

Outside the office, some of Jordan’s favorite things include playing golf, cars, and sports, especially cheering on his favorite teams—the Pittsburgh Steelers and Pirates. And, of course, he never says no to Mexican food!

Help us say hello to Jordan in the comments! 👋

08/24/2026

🎉 BIG congratulations to Zach Judson!

We’re excited to celebrate a major milestone for Zach—he has officially passed his Series 66 exam and is now a Licensed Associate Advisor at Millenia Investments! 👏

Zach’s hard work, dedication, and commitment to growing his knowledge have truly paid off. We’re so proud of his continued growth and excited to see all he accomplishes in this next step of his career!

Help us celebrate Zach! Drop a 👏 or leave him a congratulations in the comments below!

08/22/2026

Today we’re celebrating Zach! 🎉🎂

Happy Birthday to Zach Judson! We’re grateful to have Zach as part of the Millenia team and appreciate his thoroughness, dedication, positive attitude, and hard work he brings to the team and clients each day.

Help us wish him a very happy birthday! 🥳

08/20/2026

Turning our team members into the age of the years they’ve worked here! 😂

All jokes aside, we’re grateful for the experience and time our team brings to the firm.