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.

Jesse Vitu is an Investment Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to provide a comprehensive financial planning experience focused on their individual personal and financial goals. Prior to his current position, Jesse worked as a Planning Consultant at Fidelity Investments from 2024 to 2025, and as a Relationship Manager there from 2022 to 2024. His earlier experience includes roles as a Wealth Management Associate at Wealth Impact Advisors from 2019 to 2022 and as a Financial Advisor's Assistant at Bridgewater Financial Group from 2018 to 2019. Outside of his professional work, Jesse's personal interests include board games, comedy, family activities, instrumental music, movies, and outdoor adventures.

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.

Ryan O'Malley is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop financial plans tailored to their individual circumstances. He has been with Fidelity Investments since 2022, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant before his current position. In his role, Ryan focuses on partnering with clients to help them feel comfortable and confident as they work toward their financial goals. Outside of his professional responsibilities, he enjoys baseball, cooking and baking, family activities, fitness, golf, and traveling.

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.