Katherine Neavill

Paul Ferry is the sole advisor at Ferry Capital Management LLC, an independent firm based in Duck, NC. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. Ferry Capital Management primarily provides discretionary and nondiscretionary portfolio management and financial advice to individual clients, high net worth individuals, and trusts. The firm manages about $9 million in client assets and focuses on a municipal bond strategy alongside a moderate portfolio strategy using mutual funds and ETFs.

Louis Jones is a CFA® charterholder with 16 years of industry experience. He has been with Strategic Wealth Management Solutions, LLC since 2009. Outside of his advisory role, he is a manager of Snowmass Condo LLC, a non-securities related real estate investment. Strategic Wealth Management Solutions, LLC provides discretionary and non-discretionary portfolio management and hourly consulting to individuals, trusts, estates, charitable organizations, non-profits, corporations, and ERISA accounts. The firm offers tailored asset allocation that includes traditional and non-traditional investments, including private placements, and features performance-based fee options and institutional-style investment strategies.

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.

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.