John Goodson is a financial advisor with Alpha Planning and Financial Services, Inc. in Solon, OH. He holds a Series 65 designation and has five years of industry experience. His prior work history includes roles at Mass Mutual Life Insurance Company, MML Investors Services, and AXA Advisors. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients by providing discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach with sector rotation and manages accounts on a discretionary basis through its wrap-fee program.

Aaron Simpson is a CFP® and ChFC® with eight years of industry experience. He has worked at Alpha Planning and Financial Services, Inc. since 2017 and previously spent time at Simpson Financial Services, LLC and Clarity 2 Prosperity Advisory Group. Alpha Planning and Financial Services, Inc. serves individual and high-net-worth clients, managing approximately $113 million through discretionary portfolio management, retirement and income-generation advice, and standalone financial planning. The firm employs a top-down, macro-environmental investment approach and manages accounts via its own wrap-fee program, utilizing third-party model managers and AE Wealth Management’s platform.