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.

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.