Shari Watkins

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.

Richard Greulich Jr. is a CFA® charterholder with 19 years of industry experience. He has been with REG Capital L.L.C. since 2006 and is the sole advisor at Reg Capital Advisors in Southport, NC. Reg Capital Advisors provides discretionary portfolio management to individuals, IRAs, corporations, and charitable organizations. The firm focuses on a “Value Plus Favorable Change” investment approach, targeting low-valuation securities with potential for fundamental improvement, typically constructing concentrated portfolios of smaller-cap stocks and employing a mix of fundamental, technical, and cyclical analysis supported by proprietary research and direct company contacts.

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.

Zachary Ashburn is a CFP® and Series 66-licensed advisor with 10 years of industry experience. He has worked at Reach Strategic Wealth LLC since 2019 and previously held roles at LPL Financial and Invest Financial. Reach Strategic Wealth LLC serves individuals, charitable organizations, corporations, and business owners, offering financial planning and discretionary portfolio management. The firm combines fundamental and cyclical security analysis with Modern Portfolio Theory, using passive index funds and ETFs alongside active selections tailored to each client’s investment policy.