Westlake, OH Crocker Road Office

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 Series 66 licensed advisor with Fidelity in Westlake, Ohio, bringing 15 years of industry experience. He has been affiliated with Fidelity Investments since 2010 and currently provides one-on-one coaching through Magis Consulting LLC. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios.

Jessica Burvis is a financial advisor at Fidelity with Series 66 credentials and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent seven years at MetroHealth Medical Center. 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 uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary advisory portfolios.

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.

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 at Fidelity with one year of industry experience. He holds a Series 66 designation and has worked previously at Advanced Polymer Coatings, Lowes, Courtside Media Group, Vanderbilt University, and The Ohio State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm employs proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of 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.