Carlos Martinez is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A. Since 2021, he has held various positions in different industries. 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.

Mark Anthony is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he provides personalized financial guidance and investment strategies to clients. He holds the professional designation of Personal Investment Advisor (PIA), reflecting his expertise in managing client investment portfolios. Mark earned his bachelor's degree from East Carolina University.

Gordon Davis is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Wilson, North Carolina, where he has served clients for over 39 years. He specializes in areas including college education planning, divorce transition planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, special needs planning strategies, sports and entertainment, and retirement income. Gordon works closely with clients to develop personalized financial strategies tailored to their long-term goals. Gordon is a 1981 graduate of East Carolina University School of Business and holds the designation of Personal Investment Advisor (PIA). He has been a resident of Wilson, NC, for over 39 years and has been married to his wife, Helen, for 45 years. They have four grown sons. In addition to his professional work, Gordon is actively involved in community service, particularly ministry-oriented volunteering. He facilitates church services at baseball and softball tournaments through T.E.A.M. (Touch 'Em All Ministries) and has over 20 years of experience coaching baseball at various levels, from T-Ball to high school and American Legion.

Philip Thompson is a Senior Financial Advisor with 46 years of service to Merrill Lynch Wealth Management. He joined Merrill in 1978 and focuses on providing personalized wealth management strategies tailored to clients’ long-term goals. His expertise includes liquidity management, personal retirement planning, portfolio management services, and retirement income. A native of North Carolina and Wilson, Philip holds a Bachelor's Degree from the University of North Carolina at Chapel Hill. He maintains the fiduciary standards of honesty, integrity, and putting clients' interests first, supported by his designation as a Personal Investment Advisor (PIA). Philip is also involved in his community, volunteering with First United Methodist Church. Outside of work, he enjoys basketball, football, music, reading, soccer, and spending time with his family.

Kenan De Roziere is a Financial Advisor with Merrill Lynch Wealth Management, currently based in Wilson, North Carolina. After spending more than a decade in New York, he returned to his hometown to join his father and the Homes Hill team. In this role, Kenan focuses on integrating all aspects of clients' financial lives to help prioritize and pursue meaningful goals. With experience rooted in fostering long-term client relationships, Kenan and the Homes Hill Group emphasize trust and one-on-one collaboration. He holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of North Carolina System. Kenan is proficient in both English and Spanish. Outside of his professional work, Kenan has interests in interior decorating, spending time with his family, tennis, and traveling.

Garland Homes Jr. is a financial advisor at Merrill with Series 63 and Series 65 credentials and 46 years of industry experience. He has been with Merrill since 1980 and has also worked at Bank of America since 2009. Outside of his advisory role, he serves as an advisory board member for the Episcopal Diocese of North Carolina and is a general partner and managing member of Corked & Screwed Inc. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Gentry Buchan is a Financial Advisor with the BTE Group at Merrill Lynch Wealth Management in Wilson, North Carolina. She specializes in retirement planning, wealth preservation, multi-generational strategies, and personalized financial guidance tailored to reflect her clients' unique goals and values. Gentry serves individuals and families across eastern North Carolina, providing clarity and confidence in navigating complex financial decisions. She was named to the Forbes Best-in-State Wealth Management Teams list in 2025 as a member of the BTE Group. Gentry holds a Bachelor's degree from Montreat College and a Master of Business Administration in Strategic Leadership and Organizational Development from Barton College. She has earned the Personal Investment Advisor (PIA) designation. Gentry is actively involved in her community, serving on the Dress for Success Advisory Board and supporting organizations such as Barton College and the Friends of the Wilson County Public Library. Outside of her professional work, she spends time with her husband Sanborn, their son Thomas—a student at the University of South Carolina—and their three Labrador Retrievers.

Jacob Davis is a Wealth Management Advisor with Merrill Lynch Wealth Management, focused on serving individuals and businesses with a comprehensive approach to investment management and retirement planning. He works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. Prior to joining Merrill Lynch, Jacob spent ten years as a commercial real estate lender with Truist and Fulton Bank. He holds a degree in Business Administration with a concentration in Finance from East Carolina University. He also carries professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jacob is involved in his community as a member of The Greater Wilson Rotary Club. Outside of work, he enjoys baseball, cooking, fishing, football, golfing, racquetball, reading, softball, tennis, and traveling.

Kenneth Hill is a Wealth Management Advisor at Merrill Lynch Wealth Management with a career in financial services that began in 1983. He joined Merrill Lynch in 1998 after a career in private banking. Ken focuses on building sustainable lifetime income streams and risk management strategies tailored to clients' needs. His expertise includes liability management, insurance, alternative investment strategies, and overseeing his team's client service model. As a specially qualified Senior Portfolio Manager, Ken constructs and manages personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment options. He manages portfolios on a discretionary basis within the Firm's Investment Advisory Program and may manage assets for clients of other Merrill Advisors after meeting additional requirements. Ken holds a bachelor's degree in business administration from the University of North Carolina at Chapel Hill. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP®), CERTIFIED PRIVATE WEALTH ADVISOR® (CPWA®), and Chartered Retirement Planning Counselor™ (CRPC™). Ken has served in various community leadership roles, such as president of the Wilson Rotary Club and chairman of the board of trustees of Greenfield School. He also volunteers in economic development focused on the revitalization of downtown areas. Ken and his wife, Kim, reside in Wilson and have a daughter named Kenan.

Elvie White IV is a Wealth Management Advisor with Merrill Lynch Wealth Management in Wilson, North Carolina. He specializes in helping clients navigate financial decisions related to executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, portfolio management, tax minimization, and retirement income. He is a member of the Blair White Group, a team with extensive combined experience in wealth management. Elvie holds a Bachelor's degree from North Carolina State University and has completed accredited certificate programs from the College for Financial Planning, the National Association of Plan Advisors (NAPA), and the Yale School of Management. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). These credentials are supported by FINRA registrations including Series 3, 7, 9, 10, and 66. He is involved in the Wilson Industrial Air Center community and in his personal time enjoys golfing, running, and soccer.

Larry Blair is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1990 and joined Merrill Lynch Wealth Management in 1992. Larry focuses on developing strategies and recommendations for high-net-worth individuals, their families, and their businesses to help them meet their short and long-term financial goals. As a qualified Portfolio Manager, he manages personalized or defined strategies on a discretionary basis, which may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Larry graduated from the University of South Carolina in 1987 with a B.S. degree in Finance. He served four years in the U.S. Marine Corps and was honorably discharged as a Sergeant. He holds the Personal Investment Advisor (PIA) designation. Larry has served on numerous local boards, including the United Way Agency of Wilson County, Wilson County Marine Corps League, and has held leadership positions such as President of the Volunteer Action Committee, Greenfield School, and past President of Wilson Country Club. He is also a co-founder of the Continuous Blessing Foundation. Larry has been recognized on the Forbes "Best-in-State Wealth Advisors" list for multiple years, including 2022, 2023, 2024, and 2025, and as a member of the Blair White Group on the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2025. Larry and his wife, Tracy, have two children and reside in Wilson, North Carolina.

Shamik Jarrett is a Financial Advisor with Merrill Lynch Wealth Management, serving the Wilson, North Carolina community. Returning to Wilson in 2026, he focuses on providing financial knowledge and guidance to individuals and families, aiming to empower them to pursue their financial goals with confidence. His practice centers on education, stewardship, and personalized guidance, with expertise in Family Wealth Management Strategies, Legacy Planning, Managing New Wealth, Personal Retirement Planning, and Special Needs Planning Strategies. As a Personal Investment Advisor (PIA), Shamik is committed to helping clients make informed financial decisions tailored to their unique situations. Shamik holds a bachelor's degree from Barton College and a high school diploma from Holly Springs High School. He is involved with Kingdom Built Ministries and Mid-Way Baptist Church. In his personal time, he enjoys playing billiards, listening to music, spending time with his family, watching movies, and practicing yoga.