Jacob Lemaster

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.

To whom much is given, much will be expected. Liz Griffiths applies this philosophy to her life and her life's work as a holistic and certified advisor. Liz has been given much - a good family, true friendships and many trials and tribulations throughout her life - yes, you heard it right, trials and tribulations. From them springs Liz's desire to help others prepare for theirs. She combines her natural leadership and organizational abilities with her significant experience in problem solving to work alongside her clients. Liz helps them to understand, organize and manage their personal and financial lives and legacies - the greatest gift they can give themselves and their families. Liz an Italian, German and Irish gal, loves to entertain family and friends at home with her husband Michael. They love her cooking and baking - especially her meatballs and apple pies and they always go home with a take- home package of their favorite meal goodies. In keeping with her philosophy, To those who have been given much, much is expected, Liz has a take home gift for you . . . her mom’s famous chocolate chip cookie recipe. Just call or email her for a copy!

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.

Steven Wickstrom is a Senior Financial Advisor at Merrill Lynch Wealth Management. He and his team work with high net worth families, individuals, and successful business owners to help them develop and review financial goals. His approach involves creating personalized financial strategies designed to pursue clients’ long-term objectives through wealth management strategies tailored to their specific circumstances. Steven's expertise includes divorce transition planning, family wealth management strategies, institutional investment consulting, retirement income, legacy planning, and portfolio management services. He holds multiple professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Steven earned his bachelor’s degree from The Ohio State University and is affiliated with professional organizations such as the National Association of Plan Advisors and FINRA. In line with the Merrill tradition, Steven is involved in local community events and dedicates time to volunteering within his community. Outside of work, he has personal interests in cooking, fishing, golfing, hunting, running, and watching movies.

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.