Ellen Glenn Honeycutt

Nicholas Murphy is a CFP® with 23 years of industry experience, currently serving as an advisor at Counterweight Private Wealth since 2023. His prior roles include positions at RBC Wealth Management and Waddell & Reed. He is also a member of the board of directors for Raleigh DreamCenter, a local outreach ministry. Counterweight Private Wealth is an SEC-registered investment adviser that serves individuals, trusts, small businesses, and retirement plans. The firm offers active asset management, financial planning, retirement-plan advisory services, and affiliated tax preparation, managing approximately $207 million on a discretionary basis with a focus on tailored portfolios and comprehensive planning.

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.

Brian Apple is the principal of Brian Apple Retirement Planning LLC in Hampstead, NC. He holds a Series 65 credential and has over 18 years of experience running Restoration Boatworks. Outside of advisory work, he is involved in volunteer tax-preparation services and is developing a book on Social Security and tax integration. Brian Apple Retirement Planning LLC provides comprehensive financial planning and individual investment management for individuals and high-net-worth clients. The firm emphasizes tax and Social Security integration and utilizes both third-party and custom model portfolios within a structured investment approach that includes fundamental analysis and asset allocation.

Randy Long is a CFP® credentialed financial advisor with 29 years of industry experience, currently serving at Long Family Office. He has managed Long Family Office since 1997 and also leads Long Business Advisors, a consulting firm focused on exit planning for business owners. Outside of advisory work, he is a director of Electronic Lab Logs, Inc., a software company for laboratory maintenance and quality control documentation. Long Family Office provides investment advisory services to individuals, trusts, corporations, and retirement plans, managing both discretionary and nondiscretionary accounts with approximately $51 million in assets under management. The firm employs a combination of modern portfolio theory, fundamental, technical, and cyclical analysis to deliver personalized portfolio management, including insurance product offerings uncommon among firms of its size.

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.