Charles Roberson

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.

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.