Meet The Team: Financial Advisors You Can Trust

Financial Planning Strategies

At Your Dedicated Fiduciary®, our mission is simple: to provide authentic, transparent guidance that meaningfully impacts the lives of the high-net-worth individuals, families, executives, and business owners we serve nationwide. We specialize in comprehensive wealth preservation, estate planning, tax-efficient strategies, and advanced financial planning designed for complex financial lives.

Our team goes beyond surface-level advice. We focus on the critical details that matter most to affluent investors like the strategies many traditional advisors often overlook but we feel are essential for long-term wealth protection and growth.

If you’re a high-net-worth individual seeking a fiduciary financial advisor team with deep planning expertise and a truly client-first approach, we’re here to help you move forward with direction and confidence.

Vance Barse, CPWA®, AIF®

Wealth Strategist & Founder

 

ABOUT OUR FOUNDER

Vance graduated from the University of Maryland with a B.S. in Neurobiology & Neurophysiology. He began his career in financial services with Altegris Investments as Regional Director of Intermediary Relationships. He consulted leading private wealth management firms and financial advisors across the nation.

Vance brings a unique perspective on wealth management as he’s seen the business from the inside. At Altegris, his clients were leading financial advisors at banks such as Merrill Lynch, Morgan Stanley, and UBS; independent broker-dealers such as LPL, Ameriprise, and Raymond James; registered investment advisers; and family offices. This has allowed him the deep expertise in services and strategies that financial advisors offer – and, more importantly, the services and strategies they often don’t offer. Who you have serving you can make a big difference, particularly when it comes to complex planning strategies.

After nearly a decade in his role with Altegris, Vance became a financial planner and founded Your Dedicated Fiduciary® with the desire to positively impact those he serves by filling in the gaps often left behind by other advisors.

EDUCATION

University of Maryland, B.S., Neurobiology & Neurophysiology.

ACTIVITIES & AFFILIATIONS

Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®

Get in touch

There are a number of strategies and services that most families and individuals are not aware of. All I need is an opportunity to learn more about your situation to identify where my team can add value.

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Eric Prusinski, CFP®

Wealth Strategist

Eric graduated from Indiana University with a Bachelor’s degree in Public Financial Management. Prior to joining the firm, Eric worked for American Funds for 5 years and then went on to work for a wealth management firm in Indianapolis for 5 years. 

Mr. Prusinski is a fiduciary financial planner who attained the CERTIFIED FINANCIAL PLANNER™ certification. An individual who has earned the CFP® designation has met the education, examination, experience, and ethics requirements established by the Certified Financial Planner Board of Standards. 

Eric is passionate about serving clients and providing financial guidance to help them achieve their goals. In his spare time, Eric enjoys watching sports, spending time with friends and family, walking his dog, Stella, and traveling with his wife, Dr. Rina Yadav.

EDUCATION

Indiana University, B.S., Public Financial Management

Eric Prusinski

Eric Prusinski, CFP®, Wealth Strategist

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Brooke Summers,

Operations Specialist

Brooke Summers joined YDF in 2025 as an Operations Specialist. In her role, Ms. Summers drives the implementation of organizational initiatives and our operational efficiencies. Brooke works closely with our advisors to enhance the internal workflow of our white-glove client experience.

When not at work, Ms. Summers studies at the Texas Academy of General Dentistry, fosters familial unity by spending quality time with her family and friends, and enjoys hiking, reading, and painting.

Photo of Brooke Summers

Brooke Summers, Operations Specialist

Advanced Planning Team

Commonwealth Financial Network®

 

Our partnership with Commonwealth Financial Network® means we work with a leading Registered Investment Adviser that provides us with expert investment specialists.

Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization.

These specialists assist us in our efforts to provide you with the best possible service, news, and information.

Commonwealth Financial Network®

 

Our partnership with Commonwealth Financial Network® means we work with a leading Registered Investment Adviser that provides us with expert investment specialists.

Each of the financial experts on this team brings a breadth of experience in the industry and within her or his own specialization.

These specialists assist us in our efforts to provide you with the best possible service, news, and information.

Research Team

 

Research Team

 

Brad McMillan

Brad McMillan, CFA®, CAIA, MAI

Managing Principal and Chief Investment Officer

Brian Price

Brian Price, CFA®

Managing Principal, Investment Management and Research

Peter Essele

Peter Essele, CFA®, CFP®, CAIA

Senior Vice President, Investment Management and Research

Chad LaFauci

Chad LaFauci, CFA®, CAIA

Vice President, Alternative Investments

Jim McAllister

Jim McAllister, CFA®

Vice President, Equity Research

Brian McCormick

Brian McCormick, CIMA®

Manager, Investment Management and Research

Sam Millette

Sam Millette

Manager, Fixed Income

Robert Kane

Robert Kane, CAIA

Manager, Alternatives

Andrew Kitchings

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence – Investment Management and Research

Fred DeBaets

Fred DeBaets

Portfolio Manager, Fixed Income

Chris Fasciano

Chris Fasciano

Portfolio Manager, Investment Management and Research

Rob Swanke

Rob Swanke, CFA®, CAIA

Senior Research Analyst, Equity

Nathan Parker

Nathan Parker, CFA®, CAIA

Senior Research Analyst, Equity

Peter Roberto

Peter Roberto

Senior Research Analyst, Equity

Tom Scarlata

Tom Scarlata

Senior Research Analyst, Fixed Income

Wayne Richardson

Wayne Richardson

Research Analyst, Equity

Justin Cleare

Justin Cleare, CFA®

Research Analyst, Real Assets

Joe Dunn

Joe Dunn

Research Analyst, Fixed Income

Aaron Gigiott

Aaron Gigliotti

Research Associate, Investment Management and Research

Sarah Hargreaves

Sarah Hargreaves

Platform Manager, Investment Management and Research

Sara Bray

Sara Bray

Research Associate, Investment Management and Research