Deborah Marie Stouffer

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.

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.

John Turman is a financial advisor at Fortis Capital Advisors, LLC with 27 years of industry experience. He held a principal role at Turman Financial Group, LLC for 16 years and has worked as an insurance agent since 1990. His credentials include Series 63 and Series 65 licenses. Fortis Capital Advisors serves individuals, families, businesses, retirement plans, institutional clients, and other advisers with portfolio management, financial planning, retirement-plan consulting, and educational workshops. The firm offers customized investment advice through discretionary management, advisor-specific styles, and model portfolios utilizing a range of strategies including ESG options.

Joseph Schmidt is a CFP® professional with four years of experience in financial planning. He is currently affiliated with EverSource Wealth Advisors, LLC and WF Stevens Financial Advisors, LLC, and also serves as an adjunct instructor at Liberty University, where he teaches online business classes. Schmidt founded Sunrise Personal Finance, a student loan consulting business, in 2022. EverSource Wealth Advisors serves a diverse client base including individuals, families, estates, trusts, charitable foundations, broker-dealers, retirement plans, and other registered investment adviser firms. The firm offers wealth management, financial planning, investment advisory, and consulting services through a national network of investment advisor representatives using multiple investment programs and delivers both advisory and private pooled investment management.

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.

Christopher Cadieux is a CFP® and CFA® with 37 years of industry experience. He has been with Commonwealth Financial Network since 2004. In addition to his advisory role, he acts as an expert witness in financial matters and sells fixed insurance as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and their clients. The firm provides a comprehensive adviser-support platform that includes managed account programs, access to third-party asset managers, and custody and clearing services.