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.

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.

Mark Steven Rushwald is a CFP®-certified financial advisor with 47 years of industry experience, currently operating as the sole advisor at his independent firm in Wilmington, NC. He previously worked for Commonwealth Equity Services, Inc. for 21 years and has maintained his own practice since 1976. In addition to financial advising, he holds a license for insurance sales, which constitutes a small part of his overall practice. His firm provides discretionary asset management and financial advice primarily to individual and high-net-worth clients, focusing on household portfolios. The investment approach is customized with tailored ETF allocations, including seasonal defensive strategies and stop-loss instructions, and the firm manages approximately $52 million in discretionary assets.

Peter Shammas is a CFP® with eight years of industry experience, currently serving as the sole advisor at Shammas Financial Planning in Wilmington, NC. Prior to founding his independent firm in 2023, he held various roles at Fidelity from 2016 to 2023 and worked at the University of Mary Washington. Shammas Financial Planning LLC is a fee-only, single-advisor registered investment adviser specializing in limited-scope, one-time financial planning engagements for individuals and high-net-worth clients. The firm provides services including retirement, estate, and college savings planning, as well as cash-flow management and investment analysis, and operates without ongoing investment management or custody.

Scott Wardrop is a financial advisor at SCW Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UBS before founding his current firm. SCW Wealth Management offers discretionary and non-discretionary investment management and comprehensive financial planning to individuals, high net worth clients, trusts, estates, charitable organizations, retirement plans, and small businesses. The firm uses a disciplined investment process combining modern portfolio theory, fundamental and technical analysis, and manages diversified portfolios that may include exposure to crypto-linked products.

Brian Hilker is an investment advisor with Coastal Carolina Financial Partners LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to founding Coastal Carolina Financial Partners in 2025, he worked at firms including FBA Wealth Management and The Prudential Insurance Company of America. He holds a North Carolina insurance license to offer life insurance and annuities as part of financial planning. Coastal Carolina Financial Partners LLC is an independent investment advisory firm serving individuals, some high-net-worth clients, and business clients. The firm employs a conservative investment approach based on fundamental security analysis and provides portfolio management on a non-discretionary basis, using Charles Schwab for execution and reporting.

Megan Kopka is passionate about helping women—especially caregivers and widows—find financial security and the freedom to live fulfilling lives through intentional life planning and investing. Drawing from her diverse experiences as a former math teacher, wife, mom, widow, solo parent, caregiver, medical advocate, business owner, and feminist, Megan offers unique insights on integrating money with life values. Megan is both a CERTIFIED FINANCIAL PLANNER™ (CFP®) and a Registered Life Planner (RLP®), blending her personal, professional, and altruistic missions to serve clients meaningfully. She specializes in working with widows and caregivers, providing holistic financial guidance to help them navigate life transitions confidently. About Kopka Financial, LLC. Kopka Financial, LLC is a fiduciary-focused financial planning and investment management firm dedicated to meeting each client’s unique needs with integrity and transparency. As a Registered Investment Advisory (RIA) firm, Kopka Financial operates with your best interests as the top priority, ensuring every decision aligns with your goals, values, and financial well-being. Our mission is to guide you to your financial aspirations while easing your peace of mind. We simplify complex processes by assisting you with cumbersome paperwork and educating you in a way that eliminates industry jargon. The nuances, rules, and account types are explained based on how they fit your specific needs, risk tolerance, tax structure, and earning capabilities. At Kopka Financial, we strive to allocate your resources efficiently so you can confidently pursue your dreams. Working with Kopka Financial begins with a comprehensive financial plan. This plan serves as the foundation for understanding your goals, savings, and spending habits. We aim to ensure your money provides a lifestyle that fulfills you and aligns with what matters most to you. Planning gives us a framework for ongoing investment management, allowing us to adapt as your life and market conditions evolve. Kopka Financial takes a holistic approach to financial planning, helping you confidently navigate life’s transitions. By integrating personalized strategies into every plan, we work to grow and preserve your resources while advising you on using your cash flow to achieve your life goals. Our commitment to personalized service helps ensure clients feel empowered, informed, and secure in their financial future.

Steven Goodman is a financial advisor at Dominion Wealth Management, LLC with five years of industry experience. He holds the Series 66 designation and has worked at several firms including CoreCap Advisors, Alphastar Capital Management, and Fidelity Investments. Dominion Wealth Management provides discretionary investment management and financial planning services to high-net-worth individuals and corporations, managing approximately $55 million in assets for 124 clients. The firm utilizes a quantitative investment process focused on strategic asset allocation and security selection, delivering services primarily through a wrap fee program.

David Halling is a financial advisor at NICH Capital Partners, Inc. in Wilmington, NC, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alaska Trust Company. Outside of his advisory role, he co-founded and manages an eCommerce business, Mackie Scientific LLC, and serves as Vice President of Sales for Quinte Financial Technologies. NICH Capital Partners provides discretionary asset management primarily for high-net-worth individuals, managing approximately $148 million in assets across 69 client relationships. The firm offers tailored portfolio management using a combination of fundamental, technical, and cyclical analysis, with individualized portfolios and regular monitoring.

Ronald Copley is a CFA® charterholder with 14 years of industry experience. He has been with Copley Investment Management, LLC since 1985. He also provides business valuation and expert witness services on a limited basis. Copley Investment Management primarily serves individuals and families, as well as small businesses and qualified retirement plans. The firm uses a top-down, diversified investment approach focused on client-specific risk tolerance and employs ETFs to minimize fees.

Louis Dworsky is a financial advisor at Zermatt Wealth Partners with Series 63 and Series 65 credentials and 38 years of industry experience. His prior roles include positions at Maven Capital, Hayden Royal, Morse Capital Partners, and Thompson Davis & Co. In addition to his advisory work, he has ownership interests in multiple real estate investment entities. Zermatt Wealth Partners provides personalized investment supervisory services and wealth-related consultations to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes individualized, globally diversified asset allocation and portfolio monitoring, generally managing accounts on a discretionary basis while operating as a fee-only adviser.

Michael Giblin is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Dovetail Financial Group LLC in Wilmington, NC. He has previously worked at Raymond James Financial Services Advisors, INC. and has been a faculty member at the Cameron School of Business, UNCW since 2010. Outside of his advisory role, he is involved with the Landfall Country Club's Charity Grants Committee. Dovetail Financial Group LLC provides investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and small businesses. The firm uses a disciplined approach including mutual funds, ETFs, and third-party managers, and manages approximately $259 million in assets with a two-advisor team.

Michael Nixon is a financial advisor at DRS Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Paulson Investment Company, LLC. Outside of his advisory role, he is president of Legacy Capital Management, Inc., an S-Corp formed for tax planning purposes. DRS Wealth Management serves individual investors, including high-net-worth clients, as well as pension plans, nonprofits, and corporations, offering discretionary portfolio management, third-party asset manager selection, financial planning, and retirement-plan consulting. The firm’s investment process includes individualized plans, fundamental analysis, asset allocation modeling, and due diligence on third-party managers.

Gregory Adams is a financial advisor at Dominion Wealth Management, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Dominion since 2021, previously affiliated with Avantax Advisory Services and 1 St Global Advisors. Outside of advisory work, Adams is a shareholder in Thompson, Price, Scott, Adams & Co., a CPA firm where he has been involved since 1994. Dominion Wealth Management provides discretionary investment management and financial planning primarily for high-net-worth individuals and corporations. The firm employs a quantitative investment approach with strategic asset allocation and ongoing monitoring, managing approximately $55 million in assets for 124 clients.