Eric Cerrone is a financial advisor at Harborside Capital with six years of industry experience. He holds a Series 65 designation and has worked at Harborside Capital since 2019, following a prior tenure at Liberty Capital Inc from 2006 to 2022. Harborside Capital provides discretionary portfolio management and advisory services to individuals, including high-net-worth clients, as well as entities such as LLCs, corporations, and trusts. The firm combines medium- to long-term positions with selective short-term trading, employing a range of analytical methods and actively trading derivatives, futures, options, and digital assets within client accounts.

Douglas Isenberg is the sole advisor at Neuse River Capital, LLC, an independent firm based in Wilmington, NC. He holds a Series 66 designation and has 18 years of industry experience. Prior to founding Neuse River Capital in 2011, he developed a combined JD/MBA background. Outside of his advisory role, Isenberg maintains a separate practice in life coaching. Neuse River Capital provides discretionary portfolio management primarily for individual households, trusts, estates, and charitable organizations, with a focus on customizing asset allocations according to client-specific risk tolerance, income needs, and tax considerations. The firm employs both fundamental and technical analysis across various investment vehicles and offers paid analysis of held-away assets while relying on an institutional custodian for trade execution and operational support.

Michael Santana is a financial advisor with Pembroke Wealth Management, LLC in Wilmington, NC. He holds a Series 66 designation and has 15 years of industry experience. Since 2015, he has been with Pembroke Wealth Management. Outside of advising, Santana serves as a business consultant to several farm-related companies and is involved as a managing member in multiple real estate and commercial property businesses. Pembroke Wealth Management is an independent registered investment adviser serving individuals, charitable organizations, and business entities. The firm manages portfolios primarily on a non-discretionary basis using a mix of fundamental and technical analysis, modern portfolio theory, and both long- and short-term strategies.

Scot Stark is the sole advisor at Stark Strategic Capital Management, Inc. in Hampstead, NC. He holds the CFP® designation and Series 65 license and has 28 years of experience with his current firm. Stark Strategic Capital Management provides financial planning, counseling, investment supervision, portfolio management, risk management, and tax-planning advice primarily to individual clients. The firm manages approximately $18.4 million for about 19 clients and follows a structured six-step planning process, constructing tailored portfolios mainly using mutual funds and ETFs on a non-discretionary basis.

Darren Rock is a financial advisor at Rock Financial Planning, LLC with a Series 65 designation and approximately one year of experience in financial planning. His background includes roles in EMS consulting, software at nCino, and service in the United States Marine Corps for over two decades. Rock Financial Planning, LLC provides fee-only, comprehensive financial planning and related investment advisory services for individuals, families, and select business owners and professionals. The firm employs a long-term, passive investment approach centered on asset allocation, diversification, and low-cost, tax-efficient pooled vehicles.

Paige Grace is a financial advisor at Ronald R Geiger LLC in Wilmington, NC, holding a Series 65 designation with four years of industry experience. She has been with Ronald R Geiger LLC since 2016 and previously worked at Intracoastal Realty for ten years. Ronald R Geiger LLC serves individuals, including high-net-worth clients, charitable institutions, foundations, and endowments, providing financial planning through various services such as Wealth Achievement Plans, consultations, benefit plan consulting, seminars, and asset management. The firm uses client questionnaires to guide investment recommendations across bonds, stocks, closed-end funds, mutual funds, and ETFs, with accounts reviewed quarterly and managed predominantly on a non-discretionary basis.

Gregory Cadger is the principal advisor at Cadger Tax and Financial Inc. with nine years of industry experience. He holds the CFP® designation and Series 65 license. His career includes roles at Blueprint Wealth Partners, Tahoe Investments and Tax Planning, and his own consulting and advisory firms. Cadger Tax and Financial Inc. offers discretionary model portfolio management and financial planning to individuals, small businesses, trusts, and charitable clients, managing approximately $9.2 million across around 40 accounts. The firm integrates advisory and tax services, providing access to a broad range of investment vehicles and employing a process that includes macro analysis and a mix of fundamental and technical security selection.

David Doyle is a financial advisor at Coastal Capital Management, LLC with 23 years of industry experience. He holds Series 63, 65, and 66 designations and has worked at Coastal Asset Management since 2014. Doyle serves as a director of the Doyle Foundation, a family foundation, and is involved in teaching investment analysis and options strategies through his website, On The Money Options. Coastal Capital Management is an independent registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to manage portfolios and uses strategies including long-term trading, options, and hedging. It provides customized Investment Policy Statements and issues client newsletters in addition to standard reporting.

Mark Steven Rushwald is a CFP®-certified financial advisor with 47 years of industry experience, currently operating as the sole advisor at his independent firm in Wilmington, NC. He previously worked for Commonwealth Equity Services, Inc. for 21 years and has maintained his own practice since 1976. In addition to financial advising, he holds a license for insurance sales, which constitutes a small part of his overall practice. His firm provides discretionary asset management and financial advice primarily to individual and high-net-worth clients, focusing on household portfolios. The investment approach is customized with tailored ETF allocations, including seasonal defensive strategies and stop-loss instructions, and the firm manages approximately $52 million in discretionary assets.

Peter Shammas is a CFP® with eight years of industry experience, currently serving as the sole advisor at Shammas Financial Planning in Wilmington, NC. Prior to founding his independent firm in 2023, he held various roles at Fidelity from 2016 to 2023 and worked at the University of Mary Washington. Shammas Financial Planning LLC is a fee-only, single-advisor registered investment adviser specializing in limited-scope, one-time financial planning engagements for individuals and high-net-worth clients. The firm provides services including retirement, estate, and college savings planning, as well as cash-flow management and investment analysis, and operates without ongoing investment management or custody.

Scott Wardrop is a financial advisor at SCW Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UBS before founding his current firm. SCW Wealth Management offers discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a disciplined investment process combining modern portfolio theory, fundamental and technical analysis, and manages diversified portfolios that may include exposure to crypto-linked products.

George Leamnson is the sole advisor at Leamnson Capital Advisory, LLC, an independent firm based in Leland, NC. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to founding his firm in 2011, he has been involved with The Money Mix since 2019, where he co-writes content for the online educational blog. Leamnson Capital Advisory provides personalized financial planning and discretionary investment management primarily to individual and high-net-worth clients. The firm manages portfolios directly, combining fundamental and technical analysis to construct diversified asset allocations, and maintains a small, closed client roster.

Brian Hilker is an investment advisor with Coastal Carolina Financial Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to founding Coastal Carolina Financial Partners in 2025, he worked at firms including FBA Wealth Management and The Prudential Insurance Company of America. He holds a North Carolina insurance license to offer life insurance and annuities as part of financial planning. Coastal Carolina Financial Partners LLC is an independent investment advisory firm serving individuals, some high-net-worth clients, and business clients. The firm employs a conservative investment approach based on fundamental security analysis and provides portfolio management on a non-discretionary basis, using Charles Schwab for execution and reporting.

Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values. Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. About Kopka Financial, LLC. Kopka Financial, LLC is a fiduciary-focused financial planning and investment management firm dedicated to meeting each client’s unique needs with integrity and transparency. As a Registered Investment Advisory (RIA) firm, Kopka Financial operates with your best interests as the top priority, ensuring every decision aligns with your goals, values, and financial well-being. Our mission is to guide you to your financial aspirations while easing your peace of mind. We simplify complex processes by assisting you with cumbersome paperwork and educating you in a way that eliminates industry jargon. The nuances, rules, and account types are explained based on how they fit your specific needs, risk tolerance, tax structure, and earning capabilities. At Kopka Financial, we strive to allocate your resources efficiently so you can confidently pursue your dreams. Working with Kopka Financial begins with a comprehensive financial plan. This plan serves as the foundation for understanding your goals, savings, and spending habits. We aim to ensure your money provides a lifestyle that fulfills you and aligns with what matters most to you. Planning gives us a framework for ongoing investment management, allowing us to adapt as your life and market conditions evolve. Kopka Financial takes a holistic approach to financial planning, helping you confidently navigate life’s transitions. By integrating personalized strategies into every plan, we work to grow and preserve your resources while advising you on using your cash flow to achieve your life goals. Our commitment to personalized service helps ensure clients feel empowered, informed, and secure in their financial future.

Steven Goodman is a financial advisor at Dominion Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at several firms including CoreCap Advisors, Alphastar Capital Management, and Fidelity Investments. Dominion Wealth Management provides discretionary investment management and financial planning services to high-net-worth individuals and corporations, managing approximately $55 million in assets for 124 clients. The firm utilizes a quantitative investment process focused on strategic asset allocation and security selection, delivering services primarily through a wrap fee program.

Randy Long is a CFP® with 28 years of industry experience, currently serving at Long Family Office in Wilmington, NC. He has managed Long Business Advisors since 2015 and has been involved with Long Family Office since 1997. Outside of his advisory roles, he is a director of Electronic Lab Logs, Inc., a software company focused on lab maintenance and quality control documentation. Long Family Office provides individualized portfolio management and comprehensive financial planning to individuals, trusts, corporations, and retirement plans. The firm combines modern portfolio theory with fundamental, technical, and cyclical analysis to tailor portfolios to client objectives, offering both discretionary and non-discretionary account management.

Webster Burrier is a financial advisor at MKT and Associates LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Dominion Wealth Management and Avantax-related firms. Outside of his advisory work, he is involved as a music events promotion partner with Electric Enclave LLC. MKT and Associates LLC provides discretionary portfolio management and investment advice to individuals, trusts, corporations, and retirement plans, including fiduciary 401(k) consulting under ERISA. The firm employs client-specific strategies using a range of investment tools and serves a diverse client base with a focus on both portfolio management and retirement plan services.

Steven Swierkowski is a CFP® with five years of industry experience, currently serving as a financial advisor at Counterweight Private Wealth. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he works as a lacrosse referee for the North Carolina High School Athletic Association. Counterweight Private Wealth is an SEC-registered adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm uses a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct targeted asset-allocation models, managing approximately $168 million for about 80 clients.

Nicholas Murphy is a CFP® with 23 years of industry experience. He is currently with Counterweight Private Wealth, where he has worked since 2021, following a 17-year tenure at RBC Wealth Management. Outside of his advisory work, Murphy serves on the board of directors for Raleigh DreamCenter, a local outreach ministry. Counterweight Private Wealth is an SEC-registered adviser that provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, small businesses, and retirement plans. The firm combines fundamental and technical analysis with Modern Portfolio Theory to construct targeted asset-allocation portfolios and offers a broad range of retirement-plan services.

David Halling is a financial advisor at NICH Capital Partners, Inc. in Wilmington, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alaska Trust Company. Outside of his advisory role, he co-founded and manages an eCommerce business, Mackie Scientific LLC, and serves as Vice President of Sales for Quinte Financial Technologies. NICH Capital Partners provides discretionary asset management primarily for high-net-worth individuals, managing approximately $148 million in assets across 69 client relationships. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, with individualized portfolios and regular monitoring.