Meet your partners
Our dedicated professionals bring decades of combined experience in financial planning, investment management, and wealth advisory services.
Ryan Sterling CFA®
- Founder and CEO of NerdWallet Wealth Partners
- 20+ years of experience in wealth management
- MBA in Investment Management from Vanderbilt University
- A former child actor, he’s still a current SAG cardholder
James Bashall CFP®, CPA
- More than 10 years in financial services, including six years in wealth management
- Master of Commerce in Finance from the University of Cape Town; Master of Science in Psychology from the University of East London
- Traveled to five continents and lived on three
William Toczylowski CFP®
- 10 years of wealth management experience from Capital Group, BNY Mellon Wealth Management, and Fidelity Institutional Asset Management
- BS in Finance and Economics from Providence College; Certificate in Financial Planning from New York University
- An avid golfer, hiker, and snowboarder
Tracey Rinaldi J.D.
- 18 years of experience in the financial industry, including eight years in wealth management
- Previously worked at Capital Group
- J.D. from the University at Buffalo Law School
- Passionate about helping women-led households and non-traditional families
- Never skips her 5 a.m. OrangeTheory class
Michael Fishman CPA
- 10 years of experience in wealth management, including nine years at Goldman Sachs
- Master's in Personal Financial Planning from Bentley University
- Became a new dad in December 2025, but still fits in skiing, golf, and yoga when he can
Peter McGinley CFP®
- 10 years in wealth management, previously worked at BNY
- B.S. in Finance from Providence College
- Former High School Ice Hockey Coach
Nick Churkovich
- Chartered Accountant (CA ANZ)
- 8 years in wealth management, 3 years in accounting. Previously worked at Koda Capital and Deloitte.
- Monash University (Melbourne, AZ)
- Lived in three countries and visited 37
Josh Rubin CFP®
- 4+ years experience in wealth management, previously worked at UBS and NewEdge Wealth
- B.S. at Syracuse University
- Ran the NYC marathon in under three hours
Scott Brazina
- Level II Candidate in the Chartered Financial Analyst program
- Previously worked at Capital Group and Tough Mudder as Head of Events, where he oversaw the financial performance and delivery of over 60 events nationwide
- B.A. in Economics from Trinity College
- Proud Concord, MA native and stereotypical Boston sports fan
Mike Letzter
- 8+ years of experience in wealth management, previously worked at Rockefeller Capital Management and Bernstein
- B.S. in Economics from University of Wisconsin-Madison
- Didn't miss a single home football or basketball game in his four years in Madison