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. EverSource Wealth Advisors serves a diverse client base, including individuals, families, estates, trusts, charitable foundations, retirement plans, and institutional relationships. The firm offers wealth management, portfolio management, and advisory support through multiple investment programs and a range of platform and institutional service businesses.

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 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.

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 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.