Eric Cohen is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in 2012 and joined The Liberatore Group as a Financial Advisor in 2015. In his role, Eric focuses on practice management, cash flow planning, and portfolio construction to support clients' financial objectives. He holds a Bachelor's degree in Business Administration from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Eric is a CERTIFIED FINANCIAL PLANNER® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., and also holds designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Eric has been named to the Forbes "Best-in-State Wealth Advisors" list for consecutive years from 2022 through 2026. He has served on the board of Urban Ministries of Wake County. Outside of his professional work, Eric enjoys travelling, watching sports, and spending time with his family and friends.

Jeffrey Lane is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in assisting high net worth clients in managing their comprehensive financial affairs. With over 31 years at Merrill, he utilizes the firm's investment tools, resources, and networks to simplify wealth management planning, focusing on retirement and estate planning, tax minimization, portfolio management, and philanthropic planning among other areas. Jeff began his career with Merrill Lynch Wealth Management in 1990 after graduating from the University of Michigan with a Bachelor's degree in Corporate Finance. He has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jeff emphasizes forming meaningful client relationships to prepare for both expected and unexpected life events through tailored financial strategies and consistent reviews. Beyond his professional work, Jeff has served on the Board of Directors at Wake Enterprises, supporting independence for people with disabilities, and has received a leadership award from the National Multiple Sclerosis Society. He is also involved with the Food Bank of Central and Eastern North Carolina. Jeff and his wife, Illyse, live in Raleigh with their two sons and a rescue dog. He enjoys golfing, ice hockey, music, running, and spending time with his family.

Gordon Richardson Jr. serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career in the financial services industry beginning in 1983, he brings a comprehensive perspective to wealth planning and financial advice. Prior to his current role, Gordon worked as a senior tax manager at a major global accounting firm and has extensive experience in the brokerage industry. He holds several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Gordon earned his bachelor's degree from the University of Alabama System. He has been recognized on the Forbes “Best-in-State Wealth Advisors” list consecutively from 2019 through 2026 and is a member of the Richardson Team, which has been named to the Forbes “Best-in-State Wealth Management Teams” list multiple years.

Jessica Rudin is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and The Preiss Company. 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 strategies for a range of client types including individuals, high-net-worth clients, and institutions.

Stephanie Davis is a financial advisor at Merrill with 24 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Merrill since 2017, following eight years at First Citizens Investor Services. Outside of her advisory role, she also sells Avon beauty products by catalog. 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.

Casey Edwards is a Wealth Management Advisor with Littlewood & Associates Wealth Management, having joined the firm in 2023. He began his career in financial services in 2014 in New York City and relocated to Raleigh, North Carolina in 2017. Prior to his current role, he worked at Merrill Lynch Wealth Management starting in 2020 as a Wealth Management Banking Specialist, where he focused on delivering private banking products and services. Casey brings nearly a decade of experience in the financial services industry and holds both Series 7 and Series 66 FINRA registrations. He is also a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His expertise includes creating personalized wealth management plans, portfolio construction, asset manager due diligence, and client-focused strategies such as college education planning, family wealth management, retirement income, and investment strategy. He earned a bachelor's degree in Business Administration and Finance from High Point University. Casey is involved in community activities including participation in the Susan G. Komen Race For The Cure. Originally from upstate New York, he now resides in Raleigh where he enjoys golfing, traveling, and spending time with family and friends exploring the North Carolina mountains and coastline.

Shawna Dunn is a financial advisor at Merrill with a Series 66 designation and 11 years of experience at the firm. She is based in Raleigh, NC. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Suzanne Stroud is a Wealth Management Advisor with Merrill Lynch Wealth Management. She has over 27 years of experience in financial services, supporting corporate executives, business owners, and their families in achieving their financial goals through portfolio strategies, professional money management, and wealth outlook projections. Suzanne holds a Bachelor's Degree from Queens University Kingston in Ontario, Canada, and a Master's Degree from Florida State University. She is a CERTIFIED FINANCIAL PLANNER® certificant and a Senior Portfolio Advisor. Additionally, she has earned the Chartered Advisor in Philanthropy® designation. In her community involvement, Suzanne volunteers with organizations such as Girl Scouts North Carolina Coastal Pines, NC Reading Service, and Read and Feed. She also enjoys cooking, reading, and spending time with her family.

Drewry Littlewood serves as a Wealth Management Advisor and leads the Littlewood & Associates Wealth Management team. In this role, he provides customized wealth strategies and integrated advice to individuals and families. His approach includes investment management, retirement planning, trust and estate planning services, cash-flow analysis, education savings, and charitable giving. Drewry focuses on helping clients address their priorities and work towards their financial goals efficiently, anticipating critical points in their personal and professional wealth to support informed decision-making. Drewry holds a Bachelor's degree from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® certificant. He is also a Personal Investment Advisor (PIA). His client focus areas include college education planning, employee benefits planning, services for endowments, foundations, and non-profits, legacy planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Raised in Durham, North Carolina, Drewry is active in his community as a member of White Memorial Presbyterian Church and YMCA Camp Thunderbird. He lives in Raleigh, North Carolina, with his wife and two children. They enjoy spending time outdoors, particularly fishing and boating on North Carolina's Outer Banks.

Jody Mansfield is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Rapp Mansfield & Associates Team. She has over twenty years of experience in the financial industry, having held roles on a trading desk at the Delaware Group in Philadelphia and with an International Finance Group in Richmond, VA. Jody also worked at Wachovia Securities, a predecessor of Wells Fargo Advisors, in Regional Management and later as a Wealth Management Advisor for nearly two decades before joining Merrill Lynch Wealth Management in 2016. Jody’s expertise lies in delivering personalized wealth management and comprehensive planning strategies for individuals and families. She emphasizes building relationships defined by integrity, honesty, and trust, focusing on understanding her clients’ unique life priorities to create tailored financial plans. Her client focus areas include college education planning, family wealth management strategies, personal retirement planning, portfolio management services, women and wealth, and retirement income. Jody holds Bachelor of Arts degrees in Economics and Business Management from North Carolina State University and a Master of Business Administration from Meredith College. She holds the designations of Chartered Financial Consultant® (ChFC), Certified Divorce Financial Analyst® (CDFA), and CERTIFIED FINANCIAL PLANNER™ (CFP). A native of North Carolina, Jody is raising two sons, William and Max, with whom she enjoys outdoor activities such as snow skiing, boating, and scuba diving.

Ryan Lun is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping individuals and families develop personalized financial plans that align with their unique goals. Ryan works with clients to address priorities such as retirement savings, education funding, wealth management, and long-term financial security. Ryan holds a Master's Degree from East Carolina University and has earned the Personal Investment Advisor (PIA) designation. His approach emphasizes understanding each client’s financial situation to create tailored strategies that support their objectives. Outside of his professional work, Ryan enjoys spending time with his family and engaging in activities such as baseball, cooking, football, golfing, reading, running, softball, table tennis, and watching movies.

William Bostic is a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, he works with clients to understand their current financial situations and introduces them to solutions available through Merrill and Bank of America. His approach focuses on empowering clients with knowledge and tools to take control of their financial lives and select platforms that align with their immediate needs. William holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of North Carolina System. His philosophy centers on helping clients uncover their priorities and develop strategies to pursue their financial goals.

Elizabeth Sum Slaughter is a financial advisor at Merrill with 38 years of industry experience. She has held her current position since 1998. Her credentials include Series 63 and Series 65 licenses. 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 strategies developed by internal and third-party teams for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Megan Brassil is a financial advisor with Merrill in Raleigh, NC, holding a Series 66 designation and bringing 24 years of industry experience. She has been with Merrill since 2014. 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, and various institutional accounts.

Hanna Dolegowska is a financial advisor with Merrill in Raleigh, NC, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with Merrill since 2008 and also worked at Bank of America, N.A. since 2025. Outside of her advisory role, she is a limited partner in a for-profit hotel partnership. 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, and institutional investors.

Paige Thomas is a Financial Advisor Trainee at Merrill Lynch Wealth Management. In this role, she is building her expertise in providing financial advisory services to clients within the wealth management sector. Paige is developing her skills and knowledge under the guidance of experienced professionals at Merrill Lynch. Specific details regarding her previous experience, educational background, credentials, personal interests, or community involvement have not been provided.

Myson Darden is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill and Bank of America, he held positions at UBS, Fidelity, and North Star Resource Group, and spent several years working in education. 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.

William Hollingsworth is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on providing personalized wealth management strategies that align with clients' unique financial goals. His approach emphasizes a comprehensive understanding of each client's financial picture to create flexible strategies suited to changing market conditions. He also connects clients to Merrill's investment insights and the banking and lending services of Bank of America. William's areas of expertise include college education planning, corporate benefits and executive services, family wealth management, legacy planning, personal retirement planning, special needs planning, and managing new wealth. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of South Carolina. Outside of his professional role, William enjoys adventure sports, boating, fishing, scuba diving, and skiing. He continues his family’s legacy as a financial advisor and is committed to providing a high level of service guided by a philosophy that integrates all aspects of his clients' financial lives to help prioritize and pursue their most important goals.

Charles Green is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and investment management services to individuals, families, and business owners. His work emphasizes tailored wealth management and goals-based planning. Charles specializes in areas including college education planning, family wealth management, international wealth management, legacy planning, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). His educational background includes a Bachelor's Degree from the University of North Carolina at Wilmington and a Master's Degree from Campbell University. In his professional practice, Charles aims to build trusted relationships by offering customized financial strategies aligned with clients' priorities. His approach supports clients in making informed decisions to prepare for retirement, build and preserve wealth, and plan for the future.

William Thomas Jr. is a financial advisor at Merrill in Raleigh, NC, holding a Series 66 designation with nine years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2017. Outside of his advisory role, he is a co-owner of a family farm and a general partner in a restaurant business, as well as serving as a deacon at Sandhills Presbyterian Church. 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 a range of model-based and discretionary investment strategies for individuals, institutions, and charitable organizations.