Mack Robert Courter

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.

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.

Cynthia Bittle is a financial advisor with PNC Wealth Management, holding Series 63 and Series 65 designations and with 32 years of industry experience. She has worked at PNC Investments since 2016. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithmic risk assessment and implements strategies via mutual funds and ETFs with annual rebalancing.

Jason Sherwood is a financial advisor at OSAIC Institutions, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at Southern Bank and Trust, Infinex Investments, Inc., and Edward Jones. He is also involved as an insurance producer with Virginia Insurance Agency Solutions Inc. OSAIC Institutions, Inc. serves individuals, ERISA retirement plans, trusts, estates, and corporate clients, offering customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions. The firm operates through a hybrid adviser/broker-dealer model with a focus on a combination of discretionary and non-discretionary accounts.

John Dennis is a financial advisor with OSAIC Institutions, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, with 40 years of industry experience. His prior roles include positions at Infinex Investments, Truist Investment Services, RBC Capital Markets, and JBS Liberty Securities. He is also involved in a financial advisor referral program with Southern Bank. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a network of investment adviser representatives, combining advisory and broker-dealer functions with access to alternative investments and lending solutions.