Zane Parrott

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.

Marc Miller is the Vice President and Executive Planning Consultant at Fidelity Investments. In his current role, he partners with clients to support them through their critical financial decisions by leveraging a financial planning process that is comfortable, flexible, and understandable. Marc has been with Fidelity Investments since 2011, holding various positions including Vice President, Financial Consultant from 2017 to 2025, Financial Consultant from 2012 to 2017, and Investment Representative from 2011 to 2012. Prior to joining Fidelity, he held roles at Ameriprise Financial from 2002 to 2010 and at Key Bank from 2010 to 2011. He holds a California Insurance License.

Alex Morgan is a Financial Consultant at Fidelity Investments, a role held since 2021. Alex has been with Fidelity Investments since 2015, progressing through positions including Investment Consultant (2019-2021), Relationship Manager (2017-2019), and Financial Representative (2015-2017). Alex focuses on understanding clients' goals and preferences to develop financial plans that provide comfort and clarity. The approach centers on simplifying the complexities of financial planning and investment portfolio creation, helping clients analyze their situations and establish actionable plans toward their objectives. Outside of professional responsibilities, Alex engages in outdoor adventures and activities such as snowboarding, surfing, yoga, and enjoys reading. Parenthood is also a significant personal interest.

Anthoula Poleondakis is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, she collaborates with families and institutions to identify, implement, and pursue diverse financial objectives tailored to their needs. Her client focus areas include education planning, family wealth management strategies, institutional investment consulting, socially responsible and values-based investing, and services for endowments, foundations, and non-profits. Antha holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and the Certified Investment Management Analyst® (CIMA®) designation, the latter of which she earned after completing the accredited certificate program at The Wharton School of Business. She received her Bachelor of Science degree in Finance, with a concentration in Financial Planning and Real Estate Finance, from The University of Akron. Additionally, she holds the Personal Investment Advisor (PIA) designation. She serves as a board member of the Akron Community Foundation and is actively involved with the Akron Community Foundation Women's Endowment Fund. Outside of her professional activities, Antha’s personal interests include adventure sports, basketball, boating, cooking, horseback riding, scuba diving, skiing, surfing, traveling, and spending time with her family.

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.