Christopher Cadieux

Deborah Stouffer is a financial advisor with Eversource Wealth Advisors, LLC, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James Financial Services and W. F. Stevens Financial Advisors, where she also serves as Office Manager. Eversource Wealth Advisors provides wealth management, financial planning, portfolio management, and retirement-plan services to individual, high-net-worth, and institutional clients. The firm offers multiple investment programs and values-based portfolio options informed by a Judeo-Christian framework, while also serving other RIAs and nonstandard institutional clients.

William Stevens is a financial advisor with EverSource Wealth Advisors, LLC, holding Series 63 and Series 66 designations and bringing 32 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. for 14 years. Stevens is also the owner and CEO of Madera Real Estate Holdings, LLC and serves as Board President of Madera Plaza Unit Owners Association, Inc. EverSource Wealth Advisors serves individual and high-net-worth investors, as well as institutional and advisory clients, providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of investment advisor representatives offering multiple investment programs and provides services to other RIAs and nonstandard institutional clients.

Joseph Schmidt is a CFP® professional with four years of industry experience, currently serving as a financial planner at EverSource Wealth Advisors, LLC and WF Stevens Financial Advisors, LLC. He also works part-time as a paraplanner at HSC Wealth Advisors and is an adjunct instructor at Liberty University, where he teaches online business courses. Additionally, he founded Sunrise Personal Finance, a student loan consulting business. EverSource Wealth Advisors serves individual and high-net-worth investors as well as institutional clients, offering wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and incorporates values-based portfolio options informed by a Judeo-Christian framework.

Mark Becque is a financial advisor with AE Wealth Management, LLC, holding a Series 65 credential and over 30 years of experience in wealth management through his work with Wealth Management Strategies, Inc dba Green Valley Financial. He also serves as president and agent of Wealth Preservation Concepts Inc., which provides insurance products and Medicare brokerage services. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers a range of services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that combines internally managed and third-party models.

Robert Brown is a CFA® charterholder with 12 years of industry experience. He is affiliated with Integrated Wealth Concepts LLC and has worked there since 2017, having previously been with United Capital Financial Advisers LLC from 2013 to 2017. Brown also serves as a consultant and team leader at JULEX. Integrated Wealth Concepts LLC is a national enterprise wealth management firm serving individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm offers discretionary investment management, financial planning, retirement plan advisory, and family office services, managing approximately $16 billion in client assets through a network of 452 advisors.

Marco Monroy is a financial advisor with PNC Wealth Management in Green Valley, AZ, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining PNC in 2024, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2016 to 2024. Outside of his advisory role, he owns an e-commerce business on eBay. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm uses algorithmic risk assessment and approved model strategies managed by PNC or third parties to implement investments primarily in mutual funds and ETFs.