Jason Borland

Louis Jones is a CFA® charterholder and the sole advisor at Strategic Wealth Management Solutions, LLC, with 17 years of industry experience. He has led his independent firm since 2009. Outside of his advisory role, he is involved as a manager of Snowmass Condo LLC, a real estate investment entity. Strategic Wealth Management Solutions, LLC provides customized portfolio management and financial consulting to a select client base including individuals, trusts, charitable organizations, and institutional accounts. The firm offers a range of investment strategies, specialized 1031 exchange consulting, and performance-based fee arrangements uncommon among independent advisers.

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 32 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors Financial Network LLC since 2010. Since 2020, he has been with Orca Wealth Management in Kitty Hawk, NC. Orca Wealth Management provides investment management and financial planning services to individuals, high net worth clients, trusts, businesses, corporations, and retirement plan sponsors. The firm combines active and passive strategies to build risk-adjusted, tax-aware asset allocations tailored to clients’ cash flow, time horizon, and risk profile, and it offers discretionary portfolio management and fiduciary services.

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® with 17 years of industry experience and is the sole advisor at Courter Financial, LLC, an independent firm based in Manteo, NC. He has led Courter Financial since 2011. Courter is also licensed to sell fixed life insurance and annuities in North Carolina and Pennsylvania. Courter Financial provides investment management and comprehensive financial planning to individuals and institutional clients, including trusts, foundations, endowments, and corporations. The firm offers retirement plan consulting and employs tactical asset allocation with both discretionary and non-discretionary management, including specialized active strategies for clients seeking more dynamic portfolio approaches.