Lawrence Chance is a Wealth Management Advisor at Merrill Lynch Wealth Management. He utilizes a disciplined process to deliver a consistent and customized wealth management experience tailored to clients' personal perspectives and priorities. Larry collaborates closely with clients to fully understand their objectives and recommends strategies drawing on the resources of Merrill Lynch to integrate all aspects of their financial life. He regularly conducts reviews to monitor progress and adjusts strategies to align with any changes in clients' personal or business situations. Larry holds several professional designations, including the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® designation, and the Certified Private Wealth Advisor® designation, both awarded by the Investments & Wealth Institute™. He earned his Bachelor of Business Administration in Finance from Texas Tech University in 1986 and a Master of Science in Industrial Administration from Purdue University in 1987. In addition to his professional work, Larry is active in Fellowship Bible Church in Little Rock. His personal interests include camping, fishing, hunting, and traveling.

Erin Purkiss is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Merrill since 2006. Outside of her advisory role, she owns and oversees a small family rental property business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Trevor Holbert is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2008 after spending two years in public accounting with JPMS, Cox PLLC, an accounting firm based in Little Rock. Trevor's focus areas include legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He holds a Bachelor of Business Administration in Economics from Harding University, where he also played baseball. He has earned the CERTIFIED FINANCIAL PLANNER® certification and is a Chartered Retirement Planning Counselor™ designee, as well as a Personal Investment Advisor (PIA). Trevor has been recognized on the Forbes "Best-in-State Wealth Advisors" lists in 2025 and 2026, as well as the "Best-in-State Next-Generation Wealth Advisors" list in 2022. Trevor is a former member of the Arkansas Children's Foundation Board and a graduate of Leadership Greater Little Rock, Class XXVI. He currently serves on the boards of Junior Deputy Baseball Park and Explore. He resides in Little Rock with his wife, Lori, and their children, Lee and Rhett. His personal interests include adventure sports, baseball, golfing, and skiing.

Laura Buchanan is a financial advisor at Merrill with 35 years of industry experience. She has been with Merrill since 1991 and holds Series 63 and Series 65 designations. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shannon Allen is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2026, she worked at Morgan Stanley for four years and held various roles in education and healthcare. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Mccauley is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2012, he has focused on a range of client services including college education planning, corporate executive services, family wealth management strategies, legacy planning, liquidity management, managing new wealth, tax minimization, and retirement income. Before his career at Merrill, Jeffrey was a small business owner. He attended the University of Arkansas at Little Rock and holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. Outside of his professional role, Jeffrey has experience as a former scuba instructor. He resides in North Little Rock, Arkansas, with his wife, Beth, and their two children. Jeffrey enjoys outdoor activities such as hunting and fly fishing, values spending time with his family, and is actively involved in community volunteer work.

Kimberly Williams is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and over 32 years of industry experience. She has been with Merrill and its predecessor Merrill Lynch since 1991 and Bank of America since 2009. Outside of her advisory role, she serves as Vice President of the Finance Committee at Jacksonville First United Methodist Church. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutions, offering managed account programs, discretionary portfolio management, and brokerage services. The firm’s investment approach includes multiple program strategies and manager-constructed portfolios, supported by a CIO and platform oversight, with notable integration within the broader Bank of America platform.

Victor Solarin is a Financial Advisor at Merrill Lynch Wealth Management, specializing in personalized, goal-driven financial strategies. He works with individuals, families, and business owners to help them build and preserve wealth through tailored investment approaches. His expertise spans areas including education planning, family wealth management, institutional investment consulting, legacy planning, managing new wealth, personal retirement planning, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Victor holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Robert Morris University and a Master of Business Administration (MBA) from Henderson State University. He values building lasting relationships with clients based on trust and transparency, guiding them through major life transitions and financial planning stages. Outside of his professional role, Victor enjoys adventure sports, basketball, hiking, and running. His approach to financial advising is centered on understanding each client's unique priorities to deliver thoughtful and comprehensive guidance.

Chris Vincent is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Little Rock, Arkansas. He joined Merrill Lynch initially in 2004 and, after a period working as a Financial Analyst with Trent Capital Management, rejoined Merrill Lynch in 2011 as part of the Monk, Mitchell & Williams Group. He currently works on a seven-person team focusing on managing client relationships, developing goals-based financial strategies, and contributing to investment discipline and portfolio management. Chris earned a Bachelor of Science in Business Administration, Finance, from the University of Arkansas and holds an MBA from Auburn University. He has obtained several professional designations, including CERTIFIED FINANCIAL PLANNER™ (CFP), Certified Investment Management Analyst® (CIMA), and Personal Investment Advisor (PIA). Beyond his advisory role, Chris serves as an adjunct professor at John Brown University, where he has taught courses since 2009. Chris lives in Little Rock with his wife, Courtney, and their children. Outside of his professional commitments, he is involved in coaching youth sports and leading a Sunday School group for high school students.

Jacquelin Sebastian is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2015. Prior to that, she worked at Bank of America. Outside of her advisory role, she works as a yoga instructor in Little Rock, AR. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christina Barfield is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2018, following prior roles at Firestone and Autozone. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

David Dudley is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in areas including college education planning, legacy planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. David holds a Bachelor's Degree from the University of Kentucky and has earned the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc. He also holds the Personal Investment Advisor (PIA) designation. He is a member of the Rotaract Club of Little Rock. Outside of his professional work, David enjoys cooking, football, running, and traveling.

Douglas Menz is a Wealth Management Advisor with Merrill Lynch Wealth Management. He brings 37 years of experience in the financial industry, focusing on developing personalized wealth management strategies tailored to clients' unique financial goals. Douglas offers clients access to Merrill's investment insights alongside the banking and lending solutions of Bank of America. He holds a Bachelor's Degree from Rhodes College and has been a CERTIFIED FINANCIAL PLANNER™ certificant since February 2003. His professional designations also include Personal Investment Advisor (PIA). Douglas follows a personal philosophy of working closely with clients one-on-one to create flexible and effective financial strategies aligned with their long-term objectives. In addition to his professional work, Douglas has a history of community involvement, including volunteering with Big Brothers Big Sisters of Central Arkansas from 1986 to 2004.

Judith Cecil is a financial advisor with Merrill in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and over 38 years of industry experience. She has been with Merrill since 1996 and concurrently affiliated with Bank of America since 2009. Outside of her advisory role, she is an investor and owner of a sole proprietorship in rental property. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Justin Carter is a financial advisor with Merrill in Little Rock, AR, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Merrill since 2016 and at Bank of America, N.A. since 2019. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Billie Ann Bruce is a Series 66-credentialed advisor with Merrill, based in Little Rock, AR, and has five years of industry experience. She has been with Merrill since 2005. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Justin Mitchell is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 1999, bringing experience from his earlier work in engineering and graduate studies. Justin’s expertise includes family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, and tax minimization. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA) designation, and the Personal Investment Advisor (PIA) credential. He earned a Bachelor of Science degree in Electrical Engineering from the University of Illinois. Additionally, Justin completed a Master of Theology degree with honors at Dallas Theological Seminary and pursued postgraduate studies at Southern Methodist University. Justin and his wife, Kate, live in Roland with their four children.

Laura Gates is a financial advisor with Merrill in Little Rock, AR, holding Series 63, Series 65, and Series 66 credentials and 28 years of industry experience. Her prior roles include positions at Bank of America, Jackson National Life Distributors LLC, and Morgan Stanley Private Bank. Merrill, alongside its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edmond Burkett is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2007 after three years as a financial advisor with another firm. Edmond serves a select group of individuals and families and has primary responsibility for corporate retirement plan clients. He graduated from the University of Arkansas in 2001 with a B.S. in Chemical Engineering. Edmond holds several professional credentials including the CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor® (CPFA), and Certified 401(k) Professional (C(k)P®) designations. He has been recognized on notable industry lists such as the Financial Times 401 Retirement Plan Advisors List and Forbes' Best in State Wealth Advisors and Wealth Management Teams. Outside of his professional life, Edmond has personal interests in baseball, hunting, and spending time with his family.

Martha Glass is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 1987, as well as Bank of America since 2022. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.