Daniel Leighton

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.

Zachary Clark is a financial advisor at McAdam LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Uber and the Woodbridge Kart Club. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm provides financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, utilizing fundamental analysis and a diversified approach that includes mutual funds, ETFs, independent managers, and specialized strategies.

Patrick Horwitz is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at several firms including Securities America Advisors, Inc., SSN Advisory, and SII Investments, Inc. Outside of his advisory role, he serves as a board member for Stomp & Brew, a nonprofit charity that organizes a beer and wine festival benefiting children in need. Silver Oak Securities, Inc. provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 financial professionals. The firm offers individualized portfolio management, unified managed account programs, and comprehensive wealth management solutions tailored to clients’ objectives and risk tolerances.

Julian Scarborough is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Members Trust Company since 2019 and has been associated with Credit Union Investment Services, SECU Life Insurance Company, SECU Brokerage Services, and State Employees' Credit Union since 2012. Outside of his advisory roles, he serves as a Financial Services Officer at State Employees' Credit Union, providing financial services to eligible members. Credit Union Investment Services serves North Carolina residents, primarily individual investors and some trust clients, offering non-discretionary portfolio management, retirement and financial planning, and a wrap-fee program. The firm emphasizes low-cost, index-based mutual funds and ETFs, along with fixed-income products, and its advisors are salaried employees of the parent credit union.

Amanda English is a financial advisor with Credit Union Investment Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. She has worked concurrently with Secu Life Insurance Company, Members Trust Company, and State Employees’ Credit Union since 2010. Outside of her advisory roles, she owns and manages a chicken farming business and serves as assistant treasurer for the Pender Sheriff's Charitable Foundation. 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 typically recommends low-cost, index-based mutual funds and ETFs alongside fixed-income products, employing a goals-based, long-term planning approach.