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.

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.

Cindy Kennedy currently serves as a Financial Consultant at Fidelity Investments, a role she has held since 2021. She brings to this position over 25 years of experience in the financial services industry, encompassing a variety of roles that have equipped her with a broad and versatile background. Throughout her career, Cindy has held positions including Entrepreneur and Consultant at You Say Kennedy, LLC; Regional Sales Consultant at T. Rowe Price; Regional Director at Principal Global Investors; Communications Consultant at Schwab Retirement Services; Benefit & Planning Counselor and Regional Education Trainer at Principal Financial Group; and Employee Benefit Specialist at National City Bank. This diverse experience has enabled her to assist clients at all stages of life in developing comprehensive financial plans. Cindy emphasizes alignment with her values of compassion and integrity, which guided her decision to join Fidelity. Her professional journey reflects a commitment to supporting clients with financial strategies designed to meet current needs while remaining flexible for future developments.

Brett Gigliotti is a financial advisor with Fidelity Investments in Westlake, Ohio, holding a Series 66 designation and bringing 16 years of industry experience. He has worked at various Fidelity entities since 2010. Outside of advising, he is involved with Magis Consulting LLC, where he provides coaching services to leaders. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Jessica Stitts is a financial advisor at Fidelity with a Series 66 designation and four years of industry experience. Prior to joining Fidelity, she worked at MetroHealth Medical Center for seven years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, delivering model portfolios through systematic methodologies and oversight.

Elliott Veenstra is a financial advisor at Fidelity with Series 66 credentials and one year of industry experience. His prior work includes roles at Ohio Northern University, The Union Bank Co., and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies and a Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios that utilize mutual funds, ETFs, and ETPs.

Kevin Bukvic is the Vice President and Branch Leader at Fidelity Investments, overseeing the Cleveland Westlake Investor Center. In this role, he focuses on fostering a strong culture and providing coaching to advisors to achieve superior outcomes for clients. Kevin has been with Fidelity Investments since 2014, progressing through various roles including Assistant Branch Leader, Financial Consultant, Investment Consultant, Central Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Customer Service Representative at Charles Schwab from 2013 to 2014.

Erica Brown is a Financial Consultant who collaborates with clients to develop holistic, all-weather financial plans tailored to their specific goals, investment preferences, and risk tolerance. She applies her expertise to create customized strategies that address individual financial needs. Her professional experience includes roles as a Planning Consultant at Fidelity Investments from 2021 to 2025 and as a Registered Client Associate at Wells Fargo Advisors from 2018 to 2021. These positions have contributed to her knowledge and skills in financial planning and client service.

Frederick Schirmer is a Financial Consultant at Fidelity Investments, a position he has held since 2022. He partners with clients and families to develop and maintain comprehensive financial plans. He has been with Fidelity Investments since 2015, progressing through various roles including Financial Representative, Investment Solutions Representative, Branch Financial Representative, Central Relationship Manager, Relationship Manager, and Planning Consultant. This extensive experience within Fidelity Investments has provided him with a broad understanding of financial planning and client relationship management. Outside of his professional work, Frederick enjoys golf and traveling.

Jacob Engel is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation. Prior to his current role, he has held various positions including work at Courtside Pizza and American Landscaping. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and systematic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its advisory role to multiple registered investment companies and its use of algorithmic methods and AI in research.

Benjamin Campbell is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has been with Fidelity for over 27 years, providing families with straightforward planning discussions to help them navigate every chapter of their financial journey. His career at Fidelity began in 1998 as a Brokerage Equity Trader, progressing through roles including Customer Service Representative, Financial Consultant, and Vice President, Financial Consultant before his current role. Benjamin also holds a California Insurance License.

Michael Hartnett is a Vice President and Financial Consultant at Fidelity Investments. He partners with individuals and families to develop and implement comprehensive wealth plans tailored to their financial goals. He focuses on building trusting partnerships to help clients feel comfortable and confident with their plans. Michael has been with Fidelity Investments since 2020, serving first as a Financial Consultant and currently as a Vice President, Financial Consultant. Prior to that, he worked as a Senior Associate at Paragon Advisors, Inc. from 2012 to 2020.

Ankit Patel is an Investment Consultant currently working at Fidelity Investments, a position he has held since 2023. In this role, he focuses on understanding clients' financial situations to collaboratively develop financial plans aimed at achieving their goals. Prior to his current role, Ankit served as a Financial Advisor at Key Investment Services from 2019 to 2023. His professional experience centers on investment consulting and financial advising, helping clients manage and plan their financial futures.

Alex Stump is a financial advisor with Fidelity, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he held roles at Advanced Polymer Coatings, Lowes, and Courtside Media Group. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jason Javers is a Financial Consultant currently working at Fidelity Investments. He has extensive experience in the financial services industry, having held various roles since 2013, including positions such as Financial Advisor-Investment Specialist at Capital Planners, Regional Vice President at Fisher Investments, and Vice President Regional Sales Director at PNC Capital Advisors. At Fidelity Investments, Jason has served in multiple capacities, including as an Investment Solutions Representative and on the Planning and Advice Help Desk before becoming a Financial Consultant. Throughout his career, Jason has focused on providing personalized financial strategies and working closely with clients to understand their priorities and goals. His approach emphasizes integrity, transparency, and attentive listening to support clients in making confident financial decisions. His experience spans client planning, investment solutions, and financial advising. No specific information regarding education, credentials, personal interests, or community involvement was provided.

Shawn Whelan is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He collaborates with clients and their families to develop customized wealth plans aimed at controlling outcomes and aligning with their preferences. He emphasizes forming strong relationships with clients based on trust, reliability, and competency. Shawn's professional experience includes roles as an Investment Consultant at Fidelity Investments from 2018 to 2019, Institutional Equity Sales at Northcoast Research from 2017 to 2018, Regional Advisor Consultant at Oppenheimer Funds from 2016 to 2017, Fixed Income Specialist at Fidelity Investments from 2013 to 2016, and Financial Representative at Fidelity Investments from 2010 to 2012. No information regarding Shawn's education, credentials, personal interests, or community involvement has been provided.

Calvin Holt is a Planning Consultant who develops engagement strategies tailored to support clients' unique planning needs. He has been working as a Workplace Planning Consultant at Fidelity Investments from 2023 to 2026. Outside of his professional responsibilities, Calvin enjoys golf, hiking, and skiing.

Andrew Crock is a Financial Consultant at Fidelity Investments, a role he has held since 2013. He has been with Fidelity Investments since 2007, having served as a Financial Representative from 2007 to 2011 and as an Investments Representative from 2011 to 2013. With nearly 20 years of industry experience, Andrew focuses on working with individuals, families, and businesses to identify needs and address concerns through personalized financial strategies. Andrew's approach emphasizes listening and partnering with clients to develop customized strategies that align with their unique financial objectives. He aims to support clients in navigating various market conditions and adjusting their financial plans as their goals evolve over time.

Zachary Woodring is a financial advisor at Fidelity with six years of industry experience. He holds the Series 66 designation and has worked previously at Charles Schwab & Co., Inc. and The Huntington National Bank. Fidelity, through its subsidiary Strategic Advisers LLC, offers investment management and advisory services to retail and institutional clients, combining fundamental research with quantitative analysis and algorithmic portfolio construction. The firm serves a variety of clients, including registered investment companies and Charitable Gift Funds, and is known for its use of systematic methodologies and AI in portfolio development.

Brittany Rosenberger is a Financial Consultant currently working at Fidelity Investments since 2024. She focuses on creating comprehensive financial plans tailored to her clients' individual goals and aspirations, emphasizing strong, trusting relationships and empowering clients to make informed financial decisions. Her experience spans over a decade in the financial services industry, including roles such as AVP - Advisor Direct Financial Advisor at PNC Investments from 2015 to 2024, Senior Investment Services Associate at PNC Investments from 2013 to 2015, Senior Licensed Brokerage Services Representative at PNC Investments from 2011 to 2013, and Financial Professional with the Retirement Benefits Group at AXA Equitable from 2009 to 2011. Outside of her professional career, Brittany enjoys cooking and baking, participating in family activities, engaging in social events with friends, parenthood, snowboarding, and traveling.

Chad Bowman is the Market Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of financial professional leaders with a focus on prioritizing client needs. His career at Fidelity Investments began in 2006, and he has progressed through various positions including Vice President, Branch Leader; Regional Planning Consultant; Financial Consultant; Investments Representative; Financial Representative; and Service and Trading (Phones). Throughout his tenure at Fidelity Investments, Chad has gained extensive experience in financial consulting, regional planning, and market leadership. His professional journey reflects a commitment to developing financial teams and delivering client-centered services. Chad appreciates the opportunity to coach and develop leadership within his team, emphasizing a client-first approach. No additional information regarding Chad's education, credentials, personal interests, or community involvement has been provided.

Jared Melnyk is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young LLP and AML Rightsource. Jared also operated Jarmel Enterprises from 2023 to 2024. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs.

Bryce Patrick is a Financial Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he was a Planning Consultant at the same firm from 2024 to 2026. Bryce's background includes experience as a Senior Business Risk Consultant and Staff Auditor at Ernst & Young from 2019 to 2024. As a CERTIFIED FINANCIAL PLANNER™ professional, Bryce applies a holistic approach to financial planning, emphasizing the importance of understanding clients' goals, values, and life moments alongside their financial data. His expertise spans various aspects of financial planning and risk consulting. Outside of his professional work, Bryce engages in activities such as boating, concerts, fitness, reading, running, and skiing.

Jeff Dodd is Vice President and Wealth Planner at Fidelity Investments. In this role, he helps clients and their families create, implement, and monitor financial plans to work toward their unique financial goals. Jeff has been with Fidelity Investments since 1997, progressing through various positions including Brokerage Services Representative, Proactive Representative, Senior Investments Representative, Financial Consultant, and Vice President Financial Consultant before assuming his current role in 2021. His extensive tenure reflects his experience in wealth planning and financial consulting.

Scott Rainey is a Planning Consultant who collaborates with a team of Financial Consultants to assist clients in planning for their financial future. In his current role, he focuses on maintaining and developing clients' relationships with Fidelity Investments by creating personalized plans that address their individual needs, concerns, goals, and aspirations. Scott's professional experience includes his current position as a Relationship Manager at Fidelity Investments since 2024. Prior to this, he worked as a Client Service Specialist at Golden Reserve from 2023 to 2024 and served as an Associate Financial Advisor at Ameriprise Financial between 2021 and 2023. Outside of his professional career, Scott has interests in cars, cooking and baking, hiking, kayaking, music, and swimming.

James Tusoch is a Financial Consultant currently working at Fidelity Investments since 2020. In his role, he partners with clients to identify important life events and goals, providing guidance and education on various strategies to achieve their financial objectives. His professional experience spans several roles in the financial industry, including Financial Advisor at Merrill Lynch from 2016 to 2020, CEO of Cornerstone Financial Partners from 2014 to 2016, and Business & Investment Banker at JP Morgan Chase from 2011 to 2014. James emphasizes building trust with clients and working collaboratively as a confidant to help navigate changing financial landscapes.

Tyler Fasulo is a Planning Consultant at Fidelity Investments, currently based in the Cleveland West office. He holds the CFP® designation and works closely with clients to assess their financial situations and connect them with appropriate resources to improve their overall financial health. Tyler joined Fidelity Investments in 2020 and has held several roles within the company, including Workplace Planning Consultant, Financial Representative, Relationship Manager, and currently Planning Consultant. His experience within Fidelity has provided him with insight into various aspects of financial planning and client relationship management. Tyler holds a California Insurance License, which supports his work in financial planning and advisory services. Further educational background and personal interests were not provided.

Mike McDermott is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has progressed through several roles within the company, including Investment Consultant, Financial Representative, and Customer Relationship Advocate, all during his tenure beginning in 2022. In his current role, he works with individuals and families to develop personalized financial strategies that align with their goals and preferences. His expertise includes investment planning, risk management, and retirement strategies. Mike emphasizes building lasting relationships with clients based on trust and transparency. His approach involves guiding clients through complex financial decisions with confidence. Outside of his professional work, Mike has interests in cars, fitness, football, social events with friends, reading, and traveling.

Chad Vidovich is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2021. His professional role involves collaborating closely with clients to understand their unique financial circumstances and to simplify complex financial concepts. He utilizes Fidelity's resources and platform to create and implement effective financial plans tailored to individual needs. With over twenty years of experience in the financial advisory industry, Chad has held several positions including Vice President and Senior Financial Consultant at Charles Schwab & Co., Inc. from 2003 to 2021. Prior to that, he worked as a Financial Advisor at Charter One Securities, UBS PaineWebber, and American Express Financial Advisors between 2000 and 2003. Outside of his professional life, Chad's personal interests include spending time at the beach, cooking and baking, exploring food culture, playing golf, and traveling.

Jordan Buck is a Planning Consultant at Fidelity Investments, where he develops engagement strategies tailored to support each client's unique planning needs. He has been in this role since 2021. Prior to this, Jordan worked as a Participant Services Representative at Charles Schwab from 2018 to 2021. His professional experience centers on client engagement and financial planning strategies. Outside of his professional work, Jordan enjoys gardening, hiking, outdoor adventures, parenthood, and soccer.

Rachel Campana is a Financial Consultant at Fidelity Investments, a position she has held since 2026. She has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Planning Consultant. Rachel's approach to financial planning emphasizes integrity and compassion, aiming to understand each client's unique story and provide support through various life stages. Her team focuses on delivering dependable leadership to help clients achieve clarity and confidence in their financial decisions. Outside of her professional role, Rachel enjoys cooking and baking, fitness, reading, and volunteering.

Michael Stamaton is a Planning Consultant at Fidelity Investments, where he has been contributing since 2026. He began his career at Fidelity Investments as a Financial Representative in 2023, progressed to a Relationship Manager in 2025, and took on his current role in 2026. His professional focus is on building relationships by listening to clients, understanding their priorities, and helping make financial decisions clear and manageable. Throughout his roles at Fidelity Investments, Michael has aimed to ensure that clients feel heard, supported, and confident in their financial planning. He combines his experience to guide clients effectively and provide ongoing support. Outside of his professional work, Michael has personal interests in comedy, golf, movies, and traveling.

Jack Boyle is a Planning Consultant at Fidelity Investments, a role he has held since 2023. In this capacity, he collaborates with clients to develop tailored financial roadmaps that align with their long-term goals. Jack focuses on understanding each client's unique expectations to guide investment strategy and financial planning efforts. He brings his expertise to the planning process by engaging in comprehensive discussions around investment guidance and strategy. Jack's approach centers on partnership with clients, ensuring that their financial plans reflect their individual needs and objectives.

Stuart Rayl is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2023. Prior to this role, he worked as an Investment Consultant and Financial Representative at Fidelity Investments during 2022 and 2023. Stuart collaborates with clients to align their investments with their goals and develops financial plans tailored to their needs and preferences. He emphasizes attention to detail, transparency, and building strong relationships with his clients. Outside of his professional work, Stuart enjoys activities such as hiking, skiing, tennis, traveling, and exploring food. He is also a pet owner.

Michael Nieberding is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He collaborates with clients to create, implement, and monitor financial plans by understanding and educating them on both their financial and personal goals. Michael has been with Fidelity Investments since 2012, progressing through various roles including Financial Representative, High Net Worth Representative, Regional Relationship Manager, Investment Consultant, and Financial Consultant. This experience has provided him with a comprehensive understanding of financial consulting and client relationship management.

Olivia Brahler Gutlove is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Key Bank and Lord Abbett. She works at Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a proprietary investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, with a focus on model portfolios composed of mutual funds, ETFs, and ETPs.