Meet your partners

Our dedicated professionals bring decades of combined experience in financial planning, investment management, and wealth advisory services.

Ryan Sterling

MBA, Investment Management from Vanderbilt University

Chartered Financial Analyst®

20+ years in wealth management

Former child actor (current SAG cardholder)

James Bashall

CFP®, CPA

Master of Commerce in Finance (University of Cape Town) and Master of Science in Psychology (University of East London)

10+ years in financial services and 6+ years in wealth management

Has traveled to 5 continents, lived in 3

William Toczylowski

Providence College

Certified Financial Planner®

10+ years in wealth management

Two-time high school soccer state champion

Tracey Rinaldi

University at Buffalo Law School (J.D.) and University at Albany graduate (summa cum laude)

8 years in wealth management and 18 years in the financial industry

Ambassador to Women in Financial Markets and Board Member of the Dean's Advisory Council for University at Buffalo Law School

Mike Letzter

University of Wisconsin - Madison

8+ years in Wealth Management

Dog dad to a mini dachshund, Dewey

Scott Brazina

Trinity College

Level II Candidate, Chartered Financial Analyst® Program

Empowered 500K+ individuals to transform their lives through world-class obstacle course events

Collegiate Soccer Player

Josh Rubin

Syracuse University

Certified Financial Planner®

4+ years in Wealth Management

Member of Cure Epilepsy Charity Champions Program

Peter McGinley

Providence College

Certified Financial Planner®

10 years in Wealth Management

Former High School Ice Hockey Coach

Nick Churkovich

Monash University (Melbourne, Australia)

Chartered Accountant (CA ANZ)

8+ years in Wealth Management, 3 years in accounting

Avid tennis player and film photographer

Michael Fishman

Bentley University

Masters in Personal Financial Planning

Certified Public Accountant

10 years in Wealth Management

Passionate about being outdoors, sports, yoga, skiing and cooking