Orange, OH Office

Jesse Vitu is a Financial Consultant at Fidelity Investments, where he provides clients with a comprehensive financial planning experience that focuses on their personal and financial objectives. Since joining Fidelity Investments in 2022, he has held several roles including Investment Consultant, Planning Consultant, and Relationship Manager, gaining diverse experience within the financial services industry. Prior to his tenure at Fidelity, Jesse worked as a Wealth Management Associate at Wealth Impact Advisors and began his career as a Financial Advisor's Assistant at Bridgewater Financial Group. Throughout his career, he has developed expertise in holistic financial planning and investment consulting, supporting clients in achieving their financial goals. Outside of his professional work, Jesse enjoys activities such as board games, comedy, family activities, playing musical instruments, 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.

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.

Christian Benninghofen is a financial advisor at Fidelity with 30 years of industry experience. He holds the Series 63 and Series 66 designations and has worked across several Fidelity entities, including Strategic Advisers Inc. and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it maintains registered roles with the CFTC and the NFA.

Kerry Hawkins is a Vice President and Financial Consultant at Fidelity Investments, where they have worked since 2017. In their current role, they collaborate with individuals and families to develop customized financial plans that are designed to be flexible and easy to understand, considering multiple potential outcomes. Their approach focuses on building trusting relationships to serve as a dedicated financial professional throughout various life events. Kerry's career at Fidelity Investments includes progressive experience, starting as a Financial Representative in 2017, moving through roles such as Relationship Manager and Planning Consultant, and advancing to Financial Consultant before their current position. They hold a California Insurance License, enabling them to provide insurance-related financial advice. Outside of their professional responsibilities, Kerry is interested in family activities, gardening, parenthood, pets, and reading.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he currently assists clients in developing financial plans that address both their immediate needs and long-term goals. He has held various roles at Fidelity Investments since 2022, including Investment Consultant, Relationship Manager, and Financial Representative, gaining experience across different facets of financial advising and client relationship management. Ryan's professional background reflects a steady progression within the financial services sector, emphasizing client-focused financial planning and investment consulting. Outside of his professional responsibilities, he engages in baseball, cooking and baking, family activities, fitness, golf, and traveling.

Gregory Crissman is Vice President, Wealth Planner at Fidelity Investments. He is responsible for developing, implementing, and monitoring wealth planning strategies for clients and their families. Gregory has over 20 years of experience at Fidelity Investments, having held several roles including Vice President, Financial Consultant; Private Access Relationship Manager; Investor Center Investments Representative; and Customer Service Representative. Prior to joining Fidelity, he worked as a Registered Representative at Vista Financial Group. Outside of his professional responsibilities, Gregory enjoys baseball, family activities, gardening, golf, music, and traveling.

Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.

Joseph Panariello is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans that align their personal goals and needs with their investments. He has been in his current role since 2023. Joseph has been with Fidelity Investments since 2015, progressing through several roles including Investment Consultant from 2022 to 2023, Relationship Manager from 2020 to 2022, and Service Support Group from 2015 to 2020. His experience encompasses client relationship management and investment consulting within the financial services industry.

Jerwon Thomas is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at JP Morgan Chase Bank, PNC Bank, and Ohio University Admissions. He is based in Orange, Ohio. Fidelity’s Strategic Advisers LLC, where he is affiliated, provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across various investment vehicles.

John Clifford is a financial advisor at Fidelity with one year of industry experience. He previously worked at Charles Schwab for four years and has experience in media and photography through his roles at CTown Media and John Clifford Photography. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products and model portfolios.

Garrett Hoffman is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2020, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. In his current role, Garrett partners with clients to help align their personal goals and needs with their investments. He works with individuals and families to plan for their financial goals.

Taylor Stone is currently a Planning Consultant at Fidelity Investments. In this role, Taylor focuses on providing holistic financial planning services, collaborating with clients to understand their needs and plan according to their preferences. Taylor has experience at Fidelity Investments spanning several roles, starting as a Financial Representative in 2024, progressing to Relationship Manager in 2025, and advancing to the current position as Planning Consultant in 2026. This progression reflects a growing depth of expertise in client relationship management and financial planning. Additional information regarding education, credentials, personal interests, or community involvement has not been provided.

Will Lyle is the Vice President Private Wealth Management Advisor at Fidelity Investments, where he currently works with ultra-high-net-worth families to manage the complexities of their wealth. He is a CFP4 professional and part of Fidelity Private Wealth Management, focusing on a collaborative approach that combines Fidelity's extensive resources with personalized service. Will brings 19 years of industry experience, having held multiple roles at Fidelity Investments since 2020, including Vice President, Wealth Planner, and Financial Consultant. Prior to that, he worked in various financial advisory and client management roles at CAPTRUST Financial Advisors, Merrill Lynch, OneAmerica, and Transamerica from 2006 onward. He resides in Ohio with his wife and three sons. Outside of his professional work, Will enjoys boating on Lake Erie, supporting local youth hockey, and participating in his local church community.