David Spencer Hall

Bradley Singer is the sole advisor at Vail Financial Advisors and holds the CFA® designation along with Series 65 and Series 66 licenses. He has 15 years of industry experience, including eight years at Financial Engines Advisors L.L.C. prior to founding Vail Financial Advisors. Vail Financial Advisors provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios using mutual funds, ETFs, and individual securities, focusing primarily on long-term strategies with periodic rebalancing.

David Oase is the sole advisor at Clout Inc. Advisors in Tucson, AZ, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has operated Oase Financial Services, LLC since 2006 and has been running David Oase CPA PC, a CPA and tax preparation business, since 1992. Outside of financial advising, he owns multiple aviation-related businesses that lease hangars to airplane owners at Ryan Field near Tucson. Clout Inc. Advisors provides investment advisory services to individuals, trusts, estates, business entities, and profit-sharing plans, managing approximately $8 million for about 60 clients. The firm employs a bottom-up value investment approach with discretionary portfolio management, financial planning, and business consultations.

Deborah Stouffer is a financial advisor at EverSource Wealth Advisors, LLC with four years of industry experience. She holds a Series 66 designation and has worked at firms including Raymond James Financial and W. F. Stevens Financial Advisors. She also serves as an office manager for W. F. Stevens Financial Advisors. EverSource Wealth Advisors serves individual and institutional clients, providing wealth management, financial planning, investment advisory, and consulting services. The firm supports independent RIAs through turnkey asset management and sub-advisory services and offers multiple investment programs including private markets and values-based strategies.

Jonathan Gardner Jr. is a financial advisor at Blueprint Financial Advisors with seven years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Blueprint, he worked at Diamond Wealth Management and Skye Wealth Management. Gardner serves as PTA president for Cedar Ridge, a volunteer role in which he delegates activities to board members. Blueprint Financial Advisors is a multi-advisor firm managing approximately $1.4 billion in client assets. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities, utilizing a proprietary strategic-and-tactical investment framework across diversified asset classes.

William Stevens Jr. is a financial advisor with Eversource Wealth Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His prior roles include 14 years at Raymond James Financial. 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 a diverse client base including individuals, families, estates, trusts, charitable foundations, and institutional clients. The firm offers wealth management, financial planning, investment advisory, and consulting services, along with turnkey asset management and sub-advisory support for independent RIAs.

Joseph Schmidt is a CFP® professional at Eversource Wealth Advisors, LLC with four years of industry experience. He also serves as a paraplanner at HSC Wealth Advisors and a financial planner at WF Stevens Financial Advisors. Schmidt teaches online business courses as an adjunct instructor at Liberty University and founded Sunrise Personal Finance, a student loan consulting business. Eversource Wealth Advisors serves individual and institutional clients, including families, trusts, and charitable foundations, providing wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives. The firm uses multiple investment programs and conducts due diligence on private market funds, offering a range of portfolio management and values-based strategies.