Eric Roberts

I'm Gage Paul, CFP®, and Co-founder of Western Reserve Capital Management, LLC, a fee-only financial planning firm serving established families and professionals across Northeast Ohio, with offices in Hudson, New Philadelphia, and Akron. We started this firm because we believed there was a better way to deliver financial advice, one built on transparency, trust, and your best interests rather than commissions or product sales. That belief still drives everything we do. My approach starts with a comprehensive, project-based financial plan, typically ranging from $2,500 to $4,000, giving you a clear, actionable roadmap without the pressure of an ongoing commitment. For clients who want continued support, we also offer ongoing wealth management on an AUM basis. Whether you're navigating a major financial transition, trying to optimize your tax situation, planning for retirement, or want a second opinion from someone who isn't trying to sell you something, we'd love to help. What you can expect when working with us: honest conversations, personalized strategies, and advice built around your life and goals, not a one-size-fits-all product.

Natalie Mowry is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in a range of client focus areas including Corporate Executive Services, Divorce Transition Planning, Education Planning, Legacy Planning, Personal Retirement Planning, Portfolio Management Services, Women and Wealth, Individual and Corporate Investment Strategy, and Retirement Income. Natalie's approach centers on connecting all aspects of a client’s financial life to help prioritize and pursue their most important goals. Natalie began her career as an Advisor and Manager of Financial Services at a Fortune 500 financial firm before joining Merrill in 2009. She holds a Bachelor of Business Administration from the University of Toledo Honors Program with a concentration in Financial Services. Her professional designations include CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She is also recognized as a Better Money Habits Champion in her community. Natalie lives in Aurora with her husband Steve and their two daughters. Her personal interests include golfing, tennis, traveling, and spending time with her family.

Alexander Karius is a Financial Advisor at Merrill Lynch Wealth Management, specializing in helping clients address key concerns related to retirement planning, tax minimization, estate planning, and income production. He works with a diverse group of individuals including business owners, medical professionals, and educators to develop strategies that preserve and grow their wealth while preparing for potential challenges such as market volatility and unforeseen expenses. Alexander holds a Bachelor’s degree from Mercyhurst College and a Master’s degree from the University of Akron. He has earned the Personal Investment Advisor (PIA) designation. Fluent in English and Russian, he utilizes a proprietary system called Personal Wealth Analysis® to assist clients in consolidating complex financial information and achieving their long-term goals. His approach emphasizes working collaboratively with clients and their families to ensure financial security and peace of mind. Outside of his professional role, Alexander is involved with organizations such as Golden Retrievers In Need and ROTARACT. In his personal time, he enjoys playing baseball, basketball, football, golf, and pickleball, as well as traveling, spending time with family, watching movies, writing, and practicing yoga.

David Ligan is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2018. He has worked in the financial services industry for over three decades, holding various roles including Vice President, Regional Planning Consultant and Financial Consultant at Fidelity Investments. Prior to that, he held leadership and management positions at firms such as TD Ameritrade, Fifth Third Securities, Charles Schwab, Paine Webber, and Olde Discount Corporation. Throughout his career, David has gained experience in financial planning, professional coaching, and leadership. He applies a collaborative and multi-generational approach to financial planning, focusing on aligning family values with clients' beliefs. His extensive background has informed a set of values centered on working together and providing candid guidance. Outside of his professional work, David is interested in family activities, football, golf, hiking, and volunteering.

Dan Barylak is a Financial Consultant currently working at Fidelity Investments since 2022. He has over a decade of experience in financial consulting, having previously served as a Senior Financial Consultant at Charles Schwab from 2012 to 2022. His professional focus involves understanding clients' unique circumstances and collaborating to develop financial plans and investment strategies. Dan aims to make the financial planning process straightforward and effective. No information regarding his education, credentials, personal interests, or community involvement has been provided.