Robert Wheeler Jr.

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.

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.

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.