Michael Leffard

Dave Flegal is a Certified Public Accountant (CPA) and Certified Financial Planner® (CFP®) and founder of Flegal Financial Planning, a Fee-Only, Registered Investment Advisory firm in Cleveland, Ohio. Dave founded Flegal Financial Planning in 2024 with the goal of having a significant impact in clients’ lives by going beyond the numbers and truly understanding what’s important to them. He’s passionate about helping clients align their values with their finances so they can live meaningful, and peace filled lives. Dave’s experience as a Certified Public Accountant (CPA) and tax preparer enables him to give tax-focused financial advice which helps to minimize clients’ lifetime tax bills.

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

Matt Mitterholzer is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He has been with Fidelity Investments since 2021, progressing through various positions including Financial Representative, Relationship Manager, and Planning Consultant. In his current role, Matt partners with clients and their families to develop personalized financial plans that they are comfortable and confident with. Matt's experience spans multiple facets of financial advising, allowing him to guide clients through comprehensive financial planning. His approach involves getting to know clients both personally and financially to co-create plans tailored to their needs. Outside of his professional work, Matt enjoys baseball, family activities, social events with friends, parenthood, and volunteering.

Jacob LeMaster is a Financial Consultant currently working at Fidelity Investments since 2022. He collaborates with clients to develop holistic financial plans that align their goals with their investment strategies, focusing on helping clients feel comfortable and confident in managing their financial lives. Jacob has professional experience spanning several roles in the financial sector, including positions as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2022, a Relationship Manager at Bank of America from 2018 to 2020, and an Insurance Producer at Bankers Life & Casualty Company from 2017 to 2018. Outside of his professional work, Jacob has interests in art, baseball, football, movies, traveling, and volunteering.

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Jesse Vitu is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to provide a comprehensive financial planning experience focused on their individual personal and financial goals. Prior to his current position, Jesse worked as a Planning Consultant at Fidelity Investments from 2024 to 2025, and as a Relationship Manager there from 2022 to 2024. His earlier experience includes roles as a Wealth Management Associate at Wealth Impact Advisors from 2019 to 2022 and as a Financial Advisor's Assistant at Bridgewater Financial Group from 2018 to 2019. Outside of his professional work, Jesse's personal interests include board games, comedy, family activities, instrumental music, movies, and outdoor adventures.