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.

Alex Hall is the Vice President and Financial Consultant at Fidelity Investments, a role held since 2025. Alex has been with Fidelity Investments since 2015, progressing through various positions including Financial Consultant from 2019 to 2025, Investment Consultant from 2018 to 2019, Investment Solutions Representative from 2017 to 2018, PAS Service & Trading from 2016 to 2017, and Customer Service & Trading from 2015 to 2016. Prior to joining Fidelity, Alex worked at Citigroup in Elite Cards & Cobrands from 2014 to 2015. Alex partners with families to build planning-based relationships that prioritize alignment of clients' goals, priorities, and use of their wealth. Alex believes that a prudent financial plan involves incorporating flexibility, financial and emotional comfort, and minimizing major risks along the way. Outside of work, Alex's personal interests include biking, attending concerts, exploring food, parenthood, and caring for pets.

Mark Potosky is a Senior Financial Advisor and Vice President with The Wadsworth Potosky Purcell Group at Merrill Lynch Wealth Management, based in Chagrin Falls, Ohio. He works closely with clients to develop customized wealth management strategies that align with their individual life goals and financial objectives. Mark's approach involves a disciplined process that utilizes the extensive resources of Merrill and Bank of America platforms to address the comprehensive needs of his clients' financial lives. Mark has been involved in the banking and financial services industry since 1989 and joined Merrill Lynch in April 2015. He holds a Bachelor of Science in Business Administration with majors in Finance and Insurance from Bowling Green State University. His professional credentials include the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Plan Fiduciary Advisor (CPFA) certification, among others. He specializes in family wealth management strategies, personal retirement planning, portfolio management services, and retirement income. A lifelong resident of Northeast Ohio, Mark is engaged in his local community through involvement with Kirtland Football and membership in the Holy Name Society. Outside of his professional work, he enjoys coaching sports and spending time with his wife and children. His personal interests include baseball, basketball, football, golfing, tennis, and watching movies.

Caroline Adams is a Senior Financial Advisor with Williams, Jones & Associates at Merrill Lynch Wealth Management. She joined Merrill in 2021 after beginning her career as a Certified Public Accountant (CPA) with a large Montana-based public accounting firm, where she worked in both the Audit Department focusing on non-profit and government entities and the Tax Department supporting individuals and businesses with tax-return preparation and planning. In her current role, Caroline assists clients with a broad range of financial needs and capabilities. Her areas of focus include tax-sensitive investment strategies, business planning, cash-flow analysis, higher-education savings, and wealth transfer. Caroline's background in public accounting enhances her ability to collaborate with clients' external tax and legal advisors to maintain steady progress on shared initiatives. She supports successive generations of client families in evaluating options, instilling sound habits, and beginning early on the path toward financial independence. Originally from Whitefish, Montana, Caroline holds dual Bachelor of Arts degrees in Accounting and Finance from Carroll College in Helena. She holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Caroline is a member of the Idaho Women's Charitable Foundation. She and her husband, Cole, reside in Boise with their golden retriever, Bo. They enjoy outdoor activities such as hiking, snow skiing, and playing tennis.

Patrick Limbaugh is a Financial Consultant currently working at Fidelity Investments. He has been with Fidelity since 2022, initially serving as an Investment Consultant before assuming his current role in 2024. Prior to joining Fidelity, he worked as a Financial Advisor at One America Securities from 2021 to 2022. In his professional capacity, Patrick focuses on developing holistic financial plans tailored to the specific goals and preferences of his clients. His experience spans various aspects of financial consulting and investment advising. Outside of his professional work, Patrick enjoys activities involving family and friends, as well as skiing and traveling.

Danny Fox is an Investment Consultant at Fidelity Investments, a position he has held since 2024. In this role, he partners with individuals and their families to develop financial plans tailored to their unique situations and needs. He emphasizes understanding his clients deeply to ensure that the financial plans not only meet their requirements but are also clearly understood and comfortable for them. Prior to joining Fidelity Investments, Danny served as a Brokerage Services Manager at Charles Schwab from 2019 to 2024. His professional background includes experience in investment consulting and brokerage services. Outside of his professional responsibilities, Danny has interests in fitness, social events with friends, hiking, outdoor adventures, pets, and traveling.

Tyler Bonar is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with busy professionals to develop customized financial strategies, focusing on education planning, family wealth management, legacy planning, liquidity management, retirement income, and both individual and corporate investment strategies. Tyler’s approach involves utilizing a proprietary financial modeling process to help clients assess their progress toward financial goals, allowing them to concentrate on their family, careers, and personal priorities. Tyler holds a Bachelor's Degree from The Ohio State University and is designated as a Personal Investment Advisor (PIA). He is affiliated with Merrill Lynch and participates in the Bainbridge Civic Club. Outside of his professional work, Tyler enjoys basketball, golfing, hunting, and spending time with his family. His philosophy centers on serving as a financial guide, helping clients understand their current financial position, determine their direction, and reach their desired outcomes.