Jason Borland

Louis Jones is a CFA® charterholder affiliated with Strategic Wealth Management Solutions, LLC, where he has worked since 2009. He has 17 years of industry experience. Outside of his advisory role, he is involved as a manager in a non-securities real estate investment entity. Strategic Wealth Management Solutions, LLC is an independent registered investment adviser managing approximately $32.3 million for a select client base. The firm offers customized portfolio management, financial consulting, and 1031 exchange services, utilizing both traditional and non-traditional investments and serving a diverse range of clients including charitable organizations, corporations, and institutional accounts.

David Warner is a financial advisor at Hutchins Canning & Company PA with 19 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Hutchins Canning since 2013. In addition to his advisory role, he seasonally prepares individual income tax returns for clients. Hutchins Canning & Company PA provides portfolio management and financial planning services to individuals, corporate pension and profit-sharing plans, charitable institutions, and foundations. The firm combines investment advisory with accounting services, including payroll, bookkeeping, tax preparation, and business consulting.

Kenneth Ouellette is a financial advisor at Orca Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network, Morgan Stanley, and Citigroup Global Markets. Orca Wealth Management is a fee-only registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and small institutions. The firm constructs risk-adjusted, tax-aware portfolios using a blend of active and passive strategies and offers discretionary and limited non-discretionary portfolio management tailored to clients’ objectives and risk profiles.

Katherine Neavill is a financial advisor at Faithward Advisors, LLC with over 18 years of industry experience. She has worked at Wells Fargo Advisors from 2005 to 2022 and has been with Ambassador Advisors since 2019. Faithward Advisors provides personalized investment advisory services to individuals, non-profit organizations, pension and profit-sharing plans, trusts, estates, and business entities. The firm uses Modern Portfolio Theory combined with fundamental, quantitative, and qualitative analysis, offering portfolios that favor long-term investments including mutual funds, ETFs, and REITs, and incorporates a Biblically Responsible Investing policy aligned with Christian values.

Olga Kramarenko is a financial advisor at Interactive Financial Advisors with eight years of industry experience. She holds a Series 65 designation and has worked previously at Legacy Planning Group and Branshaw Financial. Outside of her advisory role, she is also an insurance agent specializing in life and health insurance. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models and third-party sub-advisors, utilizing Modern Portfolio Theory and the TIFIN Wealth Risk tool to tailor investment strategies across a range of risk profiles.

Mack Courter is a CFP® professional with 17 years of experience in the financial services industry. He has worked at Courter Financial, LLC for 15 years and spent two years at Ameriprise. Courter is licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. First Heartland Consultants, Inc. provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management, third-party management services, and model-based brokerage programs, delivering discretionary portfolio management through independent advisers using a combination of fundamental, technical, and cyclical analysis.