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.

Robert Dunn III is a financial advisor with Edward Jones in Clayton, NC, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Garrett Browder is a financial advisor with Edward Jones in Wilson, NC. He holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at Mangum's Transportation Solutions and held various roles in educational and sports organizations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a nationwide network of financial advisors and branch offices.

Wesley Brown is a Series 66-licensed financial advisor at Edward Jones with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Christopher Collins is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 credentials and 25 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns recreational properties related to hunting and fishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory programs and investment options. The firm is notable for its extensive retail advisor and branch network and affiliated capabilities beyond traditional advisory services.

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.

Jerri Lynn Batts is a financial advisor with Equitable Advisors, holding a Series 66 designation and bringing 25 years of industry experience. She has been with Equitable Advisors since 2000 and was previously affiliated with AXA Advisors, LLC. Outside of her advisory role, she serves on the Finance Committee of St Timothy's Episcopal Church. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management. The firm utilizes a variety of investment programs, often partnering with third-party managers, and provides ERISA fiduciary services through credentialed representatives.

Orvin Johnson is a Series 66-licensed financial advisor with Equitable Advisors, based in Smithfield, NC. He joined the firm in 2026 and has prior experience at Edward Jones and the United States Postal Service. Johnson’s career includes various roles outside the financial industry over nearly two decades. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, charitable organizations, and institutional clients. The firm utilizes a range of third-party advisory programs and emphasizes matching clients to suitable investment models based on personal and plan information.

Tyler Johns is a financial advisor with Edward Jones in Wilson, NC, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices and operates under a fiduciary standard.

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.

Eugene Freedman is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 47 years of industry experience. He has worked with LPL Financial since 2008 and previously held roles at Wells Fargo Clearing and Wachovia Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Jason Taylor is a financial advisor at Raymond James Financial with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Raymond James Financial Services, Inc. since 2001. Outside of his advisory role, he is the owner of J. Taylor Investments, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports a broad advisor network with specialized municipal and public finance services.

Lesia Mc Kenzie is a CFP® and holds a Series 66 license, with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in real estate through McKenzie Holding LLC and co-ownership of a property management venture in St. Thomas, VI. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and services, including discretionary and non-discretionary managed solutions, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stanley Coats II is a financial advisor with Raymond James Financial and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been associated with Raymond James in various capacities since 1999. Outside of his advisory role, he and his wife own and breed horses, occasionally earning income from shows and sales. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools to support client goals and serves a broad client base including high-net-worth individuals and pension plans.

Jake Coffee is a Benefits & Planning Consultant in Executive Services at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity Investments in 2021 as an Investment Solutions Representative I, II, and III, gaining experience until 2025. Prior to joining Fidelity, Jake worked as a Banker at PNC Bank in 2021 and as a Financial Services Representative at State Employees Credit Union from 2020 to 2021. Jake holds an Arkansas Insurance License and focuses on providing comprehensive and personalized financial planning and guidance. His approach involves understanding each client's unique needs and circumstances to support them in working toward their financial goals and aspirations. Outside of his professional role, Jake enjoys family activities, golf, movies, reading, and running.

Jeffrey Navarro is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Adam Ward is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. Prior to this role, he worked as a Planning Consultant at Fidelity Investments from 2021 to 2023. Before joining Fidelity, Adam was a Senior Financial Services Officer at State Employees' Credit Union from 2016 to 2021. Adam focuses on comprehensive financial planning tailored to clients' goals. He works closely with clients to provide education and recommendations on appropriate strategies and helps them adjust their plans in response to life's changes. His approach involves identifying the purpose behind clients' assets and utilizing Fidelity's offerings to build effective financial plans. Outside of his professional responsibilities, Adam enjoys family activities, social events with friends, golf, music, outdoor adventures, and tennis.

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.

Aurea Wangerien is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Edward Jones and Merrill, accumulating seven years at each firm before joining LPL Financial in 2017. Outside of her advisory work, she is involved in non-variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advanced research and operational tools.

Michael Mullins is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Stericycle and Shred-It. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.