Sheri Lee Davidson

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.

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 eight years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Skye Wealth Management and Diamond Wealth Management. Outside of his advisory role, he serves as the president of the Cedar Ridge PTA. Blueprint Financial Advisors is a multi-advisor firm offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and ERISA plans, and nonprofit entities. The firm employs a proprietary strategic-and-tactical investment framework that incorporates price-driven trend-following and momentum rules across multiple 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.

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.