Sterling Investment Counsel, LLC

Cynthia Vance is a CFP® and ChFC® with 42 years of industry experience. She is currently affiliated with Sterling Investment Counsel, LLC and LPL Financial LLC, and has held roles at SII Investments and Jensen, Marks, Langer & Vance LLC. In addition to her advisory work, she is a licensed attorney and serves as a board member for WNED/WBFO. Sterling Investment Counsel provides portfolio management and financial planning services to individuals, high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm employs a variety of analytical methods and offers both discretionary and non-discretionary portfolio management, including implementation through third-party platforms like AssetMark.

Christopher Marks is a financial advisor with Sterling Investment Counsel, LLC, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at LPL Financial LLC since 2018 and has been affiliated with Sterling Investment Counsel since 2016. Marks is also involved with Jensen, Marks, Langer & Vance Comprehensive Wealth Planning LLC and serves as a broker with Specific Solutions, Inc. and Alliance Advisory Group LLC. Sterling Investment Counsel provides portfolio management and financial planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of analytical methods and both long- and short-term trading strategies, and offers financial planning at no additional cost.

John Langer is a financial advisor with Sterling Investment Counsel, LLC in Buffalo, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial LLC since 2018 and was previously with Sii Investments, Inc. from 2007 to 2018. Outside of advisory services, he is a licensed agent for non-variable insurance products, including term and universal life insurance, fixed annuities, long-term care, and disability insurance. Sterling Investment Counsel provides portfolio management and financial planning to individuals, high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, employing a combination of charting, fundamental analysis, and modern portfolio theory, and often utilizes third-party managed-account platforms such as AssetMark.

Chelsea Blasch is a financial advisor with Sterling Investment Counsel, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked with Sterling Investment Counsel since 2016 and has prior experience at SII Investments, Inc. and Jensen, Marks, Langer & Vance. Chelsea provides investment advisory services through Sterling Investment Counsel, an independent registered investment advisor. Sterling Investment Counsel offers portfolio management and financial planning services to individual and high-net-worth clients, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of analytical methods and trading approaches tailored to each client’s goals, time horizon, and risk tolerance.

Phillip Vance is a financial advisor at Sterling Investment Counsel, LLC with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at LPL Financial LLC since 2018 and at Sterling Investment Counsel since 2016. Prior to that, he was with SII Investments, Inc. for 11 years. Sterling Investment Counsel provides portfolio management and financial planning services to individual and high-net-worth investors, trusts, estates, charitable organizations, and retirement plans. The firm customizes portfolios based on client goals, time horizons, and risk tolerance, using a combination of analytical methods and both long- and short-term trading strategies.