Alex Sanford Crouch

Darren Rock is the principal advisor at Rock Financial Planning, LLC in Wilmington, NC. He holds a Series 65 credential and has recently transitioned into the financial advisory field following a 21-year career in the United States Marine Corps and subsequent roles in consulting and technology. Rock Financial Planning, LLC provides fee-only, comprehensive financial planning and investment advisory services primarily to individuals and families, employing a long-term, passive investment strategy focused on asset allocation, diversification, and low-cost, tax-efficient vehicles. The firm offers various engagement options, including ongoing advisory relationships and limited-scope consulting, and utilizes multiple billing structures rather than a single fee model.

Counterweight Private Wealth is an independent, fee-only fiduciary wealth management firm based in Raleigh and Wilmington, NC, serving clients virtually nationwide. Founded in 2021 by Nick Murphy, CFP®, the firm specializes in tax-forward retirement and business-exit planning, helping executives, business owners, and professionals turn decades of accumulated wealth into a tax-efficient, purpose-driven retirement. Counterweight is one of the few advisory firms that prepares client tax returns in-house, allowing deep integrated tax planning strategies for lifetime tax optimization to be directly implemented with precision into the financial plan. Clients typically range from $2 million to $30 million or more in investable assets. Who We Serve Our clients are successful individuals and families in the later stages of their careers who desire a collaborative partner to help them transition through significant professional and personal milestones. We typically partner with clients who have $2 million or more in investment assets, a threshold that reflects the level of complexity where our deep, tax-integrated planning and wealth management approach delivers the most value. Most of the families we serve generally have between $2.5 million and $30 million or more in assets, and are often navigating retirement transitions, business sales, or other major financial milestones. Our Services Our team provides expertise in the areas of Retirement Planning, Investment Management, Tax Planning, Business Succession Planning, Sudden or Inherited Wealth, Legacy and Philanthropic Planning, Executive Compensation Strategies, and Social Security Income Strategies.

Lynn Matheron is a financial advisor at Masonboro Advisors in Wilmington, NC, with three years of industry experience. She holds a Series 65 designation and has held positions at Capital Investment Advisory Services, Glasgow & Associates, and Coldwell Banker Sea Coast, among others. In addition to her advisory role, she is a licensed independent insurance agent. Masonboro Advisors is an SEC-registered firm managing approximately $206 million for individuals, trusts, corporations, and high-net-worth clients. The firm offers discretionary portfolio management, comprehensive financial planning, and sub-advisory services, using a tailored, asset-allocation approach that includes mutual funds, ETFs, individual securities, and structured notes through its Yield Enhancement Strategy.

Michael Hudson, AIF®, is a Wilmington, North Carolina-based financial advisor who brings more than 30 years of experience to helping families navigate their most important financial decisions. Licensed since 1994, Michael serves pre-retirees, retirees, business owners, and executives, specializing in the critical five-year window just before and after retirement. As a fiduciary, Michael is legally obligated to act in his clients' best interests. His comprehensive planning approach centers on tax-efficient retirement income, risk management, and investment management. To ensure every piece of a client's financial puzzle works in harmony, he routinely coordinates with their CPAs and attorneys. Outside the office, Michael and his wife, Deanna, have been married for over 30 years. He is deeply involved in his local community, serving on the board of the Wilmington nonprofit Going Beyond the Pink. An avid outdoorsman, Michael spends waterfowl season in a duck blind and the rest of the year offshore chasing blue marlin, passions he proudly shares with many of his clients.

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.