Jason Sherwood

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.

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.

Joie White is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at State Employees' Credit Union since 2008 and serves as a Financial Advisory Services District Manager. White also acts as a Trust Representative for Members Trust Company and is an agent for SECU Life Insurance Company. Credit Union Investment Services serves primarily individual investors in North Carolina, providing non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm focuses on low-cost, index-based mutual funds and ETFs, fixed-income products, and a goals-based, long-term planning approach.

John Dennis is a financial advisor at OSAIC Institutions, INC. with 39 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. He has worked at infinex Investments, Inc. since 2013 and is also involved with Southern Bank through a financial advisor referral program. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services, including customized financial planning, ERISA plan services, and access to alternative investments. The firm is noted for its predominantly non-discretionary assets and its dual broker-dealer/adviser structure, which supports a mix of advisory and brokerage solutions.

Joseph Campbell is a financial advisor at Stratos Wealth Partners, Ltd with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners since 2016, following seven years at Dwm Advisors, LLC. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

John Reichler is a Series 66-licensed advisor with First Command Advisory Services, based in Killeen, TX, with four years of industry experience. Prior to his advisory role, he served seven years in the US Army. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through a multi-service platform that combines financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led, face-to-face financial coaching and structured 12-month planning engagements, supported by in-house investment management and a vertically integrated family of companies.