Sarah Moghari

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.

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.

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.

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.

Cindy Kennedy is a Financial Consultant at Fidelity Investments, a position she has held since 2021. She has over 20 years of experience in the financial services industry, with a diverse background that enables her to assist clients at various stages of life in developing comprehensive financial plans tailored to their current needs and adaptable to future changes. Her career includes roles such as Entrepreneur and Consultant at You Say Kennedy, LLC from 2019 to 2021, Regional Sales Consultant for DCIO at T. Rowe Price from 2018 to 2019, and Regional Director for DCIO at Principal Global Investors from 2014 to 2017. Prior to that, she held positions including Communications Consultant at Schwab Retirement Services (2013-2014), Benefit and Planning Counselor at Principal Financial Group (2009-2013), Regional Education Trainer at Principal Financial Group (2005-2009), and Employee Benefit Specialist at National City Bank (2001-2005).