Howe and Rusling, Inc.

Casey Ryan is a financial advisor at Howe and Rusling, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Howe and Rusling since 2004. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm focuses on large-cap equity and intermediate-term fixed income management, combining top-down macroeconomic analysis with bottom-up fundamental research.

Michael Carrico is a CFP® with nine years of industry experience currently serving as a financial advisor at Howe and Rusling, Inc. in Colorado Springs, CO. His prior experience includes roles at T Rowe Price and Empower Advisory Group, LLC. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm combines top-down macroeconomic and tactical analysis with bottom-up fundamental research, offering large-cap equity and intermediate-term fixed income strategies alongside tailored financial planning and estate-planning facilitation.

Ryan Tomko is a CFP® with four years of industry experience, currently serving as a financial advisor at Howe and Rusling, Inc. in Rochester, NY. He has been with Howe and Rusling since 2015. Howe and Rusling, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, also serving institutional relationships such as insurance companies and pension plans. The firm combines top-down macroeconomic and tactical analysis with bottom-up fundamental research, focusing on large-cap equity and intermediate-term fixed income management.

Sarah Swan is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, holding a Series 65 designation with four years of industry experience. She has been with Howe and Rusling since 2011. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm combines top-down macroeconomic and tactical analysis with bottom-up fundamental research, managing large-cap equity and intermediate-term fixed income portfolios alongside tailored financial planning and estate-planning facilitation.

Dylan Potter is a CFP® professional with Howe and Rusling, Inc. in Rochester, NY, where he has worked since 2017. He has four years of industry experience and previously served in the United States Army from 2010 to 2017. In addition to his advisory role, he serves in the New York Army National Guard. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, with services that include large-cap equity and intermediate-term fixed income management, estate-planning facilitation, and tax preparation referrals through a wholly owned subsidiary. The firm combines macroeconomic and tactical analysis with fundamental research and maintains a long operating history dating to 1930 and approximately $2.0 billion in assets under management.

Jordan Eich is a CFP® with seven years of industry experience, currently serving as a financial advisor at Howe and Rusling, Inc. He previously worked at Manning & Napier Advisors, LLC for ten years and has experience outside the financial industry, including teaching at Churchville-Chili Senior High School. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, with additional institutional relationships. The firm employs a combined top-down and bottom-up investment approach, focuses on large-cap equity and intermediate-term fixed income management, and offers estate-planning facilitation and tax preparation referrals through a wholly owned subsidiary.

Craig Cairns is a financial advisor at Howe and Rusling, Inc. in Rochester, NY, with four years of industry experience. He holds Series 63 and Series 65 licenses and has been with Howe and Rusling since 2000. Since May 2021, Cairns has served on the Board of Directors of Transcat, Inc., a non-investment-related business. Howe and Rusling provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm focuses on large-cap equity and intermediate-term fixed income management, combining macroeconomic and tactical analysis with fundamental research, and offers tailored financial planning and estate-planning facilitation.

Eric Udvari is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Howe and Rusling, Inc. since 2021, following roles at TIAA-CREF and Charles Schwab. Howe and Rusling, Inc. provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, as well as institutional relationships. The firm combines top-down macroeconomic and tactical analysis with bottom-up fundamental research, managing large-cap equity and intermediate-term fixed income portfolios while offering tailored financial planning and estate-planning facilitation through an employed attorney.