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.
University of Maryland, B.S., Neurobiology & Neurophysiology.
- Wealth Strategist & Founder of Your Dedicated Fiduciary®
- Certified Private Wealth Advisor® (“CPWA®”) professional
- Accredited Investment Fiduciary® (“AIF®”) professional
- Investments & Wealth Institute™, Member
- The Financial Awareness Foundation, Ambassador
- San Diego Mastermind Group, Founder
- Professionals with Purpose, Vice President & Board Member
- Financial Planning Association, Member
- California Alternative Investments Association, Member
- California Society of CPAs – San Diego Chapter, Financial Professional Member & Board Member
- Golden Key International Honour Society, Member
- Rotary Club of Prosper, Rotarian
- Prosper Chamber of Commerce, Member
Vance Barse, CPWA®, AIF®, Wealth Strategist & Founder of Your Dedicated Fiduciary®
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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.
Indiana University, B.S., Public Financial Management
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.
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, CFA®, CAIA, MAI
Managing Principal and Chief Investment Officer
Brian Price, CFA®
Managing Principal, Investment Management and Research
Peter Essele, CFA®, CFP®, CAIA
Senior Vice President, Investment Management and Research
Chad LaFauci, CFA®, CAIA
Vice President, Alternative Investments
Jim McAllister, CFA®
Vice President, Equity Research
Brian McCormick, CIMA®
Manager, Investment Management and Research
Sam Millette
Manager, Fixed Income
Robert Kane, CAIA
Manager, Alternatives
Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM
Manager, Investment Due Diligence – Investment Management and Research
Fred DeBaets
Portfolio Manager, Fixed Income
Chris Fasciano
Portfolio Manager, Investment Management and Research
Rob Swanke, CFA®, CAIA
Senior Research Analyst, Equity
Nathan Parker, CFA®, CAIA
Senior Research Analyst, Equity
Peter Roberto
Senior Research Analyst, Equity
Tom Scarlata
Senior Research Analyst, Fixed Income
Wayne Richardson
Research Analyst, Equity
Justin Cleare, CFA®
Research Analyst, Real Assets
Joe Dunn
Research Analyst, Fixed Income
Aaron Gigliotti
Research Associate, Investment Management and Research
Sarah Hargreaves
Platform Manager, Investment Management and Research
Sara Bray
Research Associate, Investment Management and Research
