Alexandra Paul

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.

I'm Gage Paul, CFP®, and Co-founder of Western Reserve Capital Management, LLC, a fee-only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on transparency, trust, and your best interests rather than commissions or product sales. That belief still drives everything we do. My approach starts with a comprehensive, project-based financial plan, typically ranging from $2,500 to $4,000, giving you a clear, actionable roadmap without the pressure of an ongoing commitment. For clients who want continued support, we also offer ongoing wealth management on an AUM basis. Whether you're navigating a major financial transition, trying to optimize your tax situation, planning for retirement, or want a second opinion from someone who isn't trying to sell you something, we'd love to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not a one-size-fits-all product.

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.

Connor Dionisopoulos is an Investment Consultant at Fidelity Investments, where he provides financial planning and guidance tailored to clients' needs, including point-in-time transactions and ongoing advisory relationships. He leverages Fidelity's resources to address key financial topics important to his clients. Connor began his career at Fidelity Investments in 2022, progressing through roles such as Financial Representative, Relationship Manager, and Planning Consultant before his current position. Prior to joining Fidelity, he worked as a Retirement Planning Services Associate at Charles Schwab from 2020 to 2021. Outside of his professional role, Connor is a dedicated Cleveland Browns fan, enjoys fitness, football, golf, music, and reading, and is a pet owner as well as an uncle.

Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.