Karen Bauman

When Britta decided to work in the field of personal finance, she researched the best way to enter the profession without compromising her ideals. She realized that the best way forward would be to become a Certified Financial Planner (CFP®) and practice in a fiduciary, fee-only, and holistic capacity. A naturally frugal person, Britta enjoys working with clients to prioritize their goals and find ways to use their resources to create a fulfilling life. Money may not always buy happiness, but carefully and deliberately prioritizing your dreams can build sustainable joy. Britta enjoys working with clients interested in growing and sustaining their wealth as a means to achieving their ideal life, whether that involves traveling to exotic locations or making a difference in their communities. As a Chartered Special Needs Consultant (ChSNC®), Britta is equipped for the unique financial challenges of those with disabilities and their families. Britta has been quoted in the Wall Street Journal, Financial Advisor Magazine, and Kiplinger's Personal Finance. She has also been interviewed in the Autism Dad and Wealthy Mom MD podcasts. Britta and her husband Craig live in Brooklyn Heights, Ohio, where they enjoy playing board games and spending time with their dogs, Wombat and Kookaburra.

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.

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.

Cynthia Chaiten is a Wealth Management Advisor with Merrill Lynch Wealth Management, where she has been serving clients since 2008. She partners with individuals and multi-generational families to provide financial guidance aimed at helping them live comfortably, build meaningful legacies, and approach retirement with confidence. Her approach involves aligning investment strategies with each client’s unique goals and values, emphasizing clear and straightforward advice. Cynthia began her financial services career in 1999. She holds a Bachelor of Science degree in Biochemistry from the University of Rochester and a Master's degree in Public Policy from Georgetown University. She has earned professional designations including Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA). Her expertise includes retirement planning services, long-term care funding analysis, investment oversight, and socially responsible investing. Originally from Scranton, Pennsylvania, Cynthia resides in Shaker Heights with her husband and their two Soft-Coated Wheaten Terriers. She is active in her community, serving as Vice President on the Board of Trustees for both the B’nai Jeshurun Congregation and the Cleveland Hillel Foundation. Her community involvement also includes previous leadership roles and participation in various boards and committees related to Jewish organizations and education. Outside of work, she enjoys gardening, reading, spending time with her family, and traveling.

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.

Kerry Hawkins is a Financial Consultant at Fidelity Investments, where they have worked since 2022. Prior to this role, Kerry held several positions within Fidelity Investments, including Planning Consultant (2021-2022), Relationship Manager (2019-2020), and Financial Representative (2017-2019). In these roles, Kerry has developed expertise in creating customized financial plans tailored to the needs of individuals and families. Kerry holds a California Insurance License, supporting their work in financial consulting and planning. Their approach focuses on building trusting relationships with clients to provide reliable guidance through various life events. Outside of their professional work, Kerry engages in family activities, gardening, parenthood, caring for pets, and reading.