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.

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.

Alexandra Paul is a Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity Investments since 2012, progressing through positions including Financial Consultant, Senior Relationship Manager, and Relationship Manager. Prior to joining Fidelity, she worked as a Financial Service Representative at MetLife Securities from 2011 to 2012. Throughout her career, Alexandra has focused on guiding clients through financial planning by understanding their unique aspirations and developing tailored financial strategies. She is committed to helping clients plan for a secure future and supports them in pursuing their financial goals with confidence.

Cynthia Chaiten is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2008. She partners with individuals and multi-generational families to provide financial guidance aimed at helping them live comfortably, build meaningful legacies, and approach retirement with confidence. Her approach involves aligning investment strategies with each client’s unique goals and values, emphasizing clear and straightforward advice. Cynthia began her financial services career in 1999. She holds a Bachelor of Science degree in Biochemistry from the University of Rochester and a Master's degree in Public Policy from Georgetown University. She has earned professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Her expertise includes retirement planning services, long-term care funding analysis, investment oversight, and socially responsible investing. Originally from Scranton, Pennsylvania, Cynthia resides in Shaker Heights with her husband and their two Soft-Coated Wheaten Terriers. She is active in her community, serving as Vice President on the Board of Trustees for both the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. Her community involvement also includes previous leadership roles and participation in various boards and committees related to Jewish organizations and education. Outside of work, she enjoys gardening, reading, spending time with her family, and traveling.

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).

Peter Szklarz is Vice President and Financial Consultant at Fidelity, a position he has held since 2022. He has been partnering with clients to build and maintain financial plans for over 15 years. Peter takes a holistic approach to understanding all aspects of a client's financial landscape, focusing on what is most important in their lives. He seeks to understand clients' goals and aspirations to ensure that financial plans align and have the flexibility to adapt as their lives change. Peter's professional experience includes roles as a Wealth Advisor at W A Smith Financial from 2018 to 2022, a Financial Advisor at PNC Investments from 2013 to 2018, and a Financial Representative at Dorman Sciulli from 2011 to 2013. Outside of his professional work, Peter's personal interests include baseball, comedy, family activities, football, golf, and traveling.