Charissa Ballesteros

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 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.

Kyle Jones is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He previously worked at Fisher Investments for six years and has a background that includes roles at Airrosti and the Chiropractic Auto Injury Clinic. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and long-term strategies, supplemented by specialized equity, bond, and private market investments.

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.