Maximillian Gubanc

Advisor at Fidelity

Updated today
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Firm

Fidelity

Location

Fairlawn, OH 44333-4803

Credentials

Series 66

Industry experience

3 years

About

Maximillian Gubanc is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. Prior to this role, he held various positions at Fidelity Investments, including Investment Consultant (2024-2025), Relationship Manager (2023-2024), and Financial Representative (2022-2023). He also worked as a Financial Services Advisor at 21st Century Financial in 2022 and as a Planner Assistant at North Coast Executive Consulting from 2020 to 2022.

Maximillian partners with clients by taking the time to listen and understand their goals, preferences, and stressors, aiming to create tailored financial plans that address their unique situations. Originally from northeast Ohio, he enjoys spending time with friends and family and following Cleveland sports. His personal interests include baseball, football, movies, outdoor adventures, and social events.

Expertise

Wealth management

Work history

Fidelity Investments

2025 - Present (1 year)

fidelity Investments

2022 - Present (4 years)

Penn Mutual Life Insurance COmpany

2022 - 2022 (1 year)

Hornor, Townsend, & Kent LLC

2022 - 2022 (1 year)

North Coast Executive consulting

2020 - 2022 (2 years)

Unemployed

2020 - 2020 (1 year)

Kelley & Ferraro

2019 - 2019 (1 year)

Full time education

2016 - 2019 (3 years)

Stone Water

2014 - 2016 (2 years)

Disclosures

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Ryan B

CFP®

Uniontown, OH

Hyland Wealth Management LLC

Ryan Bayonnet is a Certified Financial Planner® and founder of Hyland Wealth Management, a Fee-Only, Registered Investment Advisory firm in Green, Ohio. Ryan founded Hyland to empower professionals and families to discover and reach their life goals while building a stable financial future. Through years of education and industry experience, he has acquired in-depth expertise in many areas of wealth management, specifically in retirement planning, tax planning, and investment management. He is a graduate of both the University of Akron and the Ohio State University. His work as a financial advisor has been cited in numerous news organizations including the Wall Street Journal, the New York Times, the Washington Post, and many more. Ryan serves clients locally and virtually across the country.

Doctor or Medical Professional Gen X (Born 1965-1980)

Gage P

CFP®, EA, RICP®

Hudson, OH

Western Reserve Capital Management, LLC

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.

Inherited wealth Mid-Career Professionals Gen X (Born 1965-1980) FIRE (Financial Independence Retire Early)

Kyle G

Series 63, Series 66

Copley, OH

Fidelity

Kyle Garra is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, Kyle was an Assistant Manager at Huntington National Bank from 2015 to 2022. Kyle's professional experience spans various roles within the financial services industry, focusing on investment consulting and financial planning. He aims to understand clients' unique circumstances, priorities, and goals to collaborate on creating personalized financial plans. His approach considers the complete financial picture and caters to individual preferences to develop effective strategies. Further details regarding Kyle's education, credentials, personal interests, and community involvement have not been provided.

Financial Professional

Clarisse T

Series 66

Akron, OH

Merrill

Clarisse Tur is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined Merrill in 2012 and holds the CERTIFIED FINANCIAL PLANNER™ (CFP) designation along with the Personal Investment Advisor (PIA) credential. Clarisse offers a disciplined, four-step wealth management process tailored to individual client needs, combining time-tested investment principles with flexibility to respond to changing economic conditions. She works with a team of specialists to help families, individuals, and business owners develop long-term financial strategies that address risk management, liquidity creation, education and retirement funding, and wealth transfer. Clarisse's expertise encompasses education planning, family wealth management, legacy planning, liquidity management, and socially responsible investing, among other areas. She applies a holistic approach rooted in scientific rigor, drawn from her academic background which includes a Ph.D. in Nuclear Physics from the University of South Carolina, an Executive MBA from Cleveland State University, and a Bachelor of Science from the University of Paris. Before entering wealth management, she held roles in technical marketing and research science, producing numerous scientific publications. Fluent in English, French, Turkish, and German, Clarisse embraces Merrill’s tradition of community involvement. Her personal interests include biking, drawing and sketching, golfing, hiking, painting, reading, swimming, and traveling. She works closely with clients to develop personalized financial strategies that align with their long-term goals.

Wealth management College savings (529s, UTMA, etc.) General retirement planning Multi-generational wealth transfer Charitable giving & philanthropy

Jeffrey L

Series 66

Cuyahoga Falls, OH

Edward Jones

Retirement income strategy College savings (529s, UTMA, etc.) Multi-generational wealth transfer Retirement withdrawal strategies General retirement planning

Marc M

CFP®, Series 63, Series 66

Akron, OH

Fidelity

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.

General retirement planning Retirement income strategy Income planning Wealth management Cash flow / budgeting
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