Leah Givens Tarkenton is a financial advisor at Level Four Advisory Services with a Series 65 credential and five years of industry experience. Prior to joining Level Four, she worked at East Carolina University and Ralph L. Fike High School. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and state and municipal entities. The firm offers financial planning, asset and portfolio management, retirement-plan consulting, and fiduciary services, utilizing model portfolios and a variety of platform options in affiliation with multiple custodians and sub-advisors.

Randy Moorehead is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at LPL Financial and Signator Investors, Inc. He has been with Level Four Advisory Services since 2018 and Level Four Financial since 2021. Level Four Advisory Services is an SEC-registered enterprise investment adviser managing over $5 billion across 115 advisors and serving a diverse client base including individuals, retirement plans, corporations, and nonprofits. The firm offers fee-only financial planning, asset management, and retirement plan advisory services, utilizing model portfolios and both affiliated and third-party sub-advisers.

Colin Leisy is a CFP® professional with 24 years of industry experience, currently serving at Cetera since 2025. Prior to that, he worked for 17 years at Avantax Advisory Services. In addition to his advisory role, he is president of The Tax Corps, Ltd, a tax preparation and consulting firm he has led since 2001. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of independent advisors.

William Faber is a CFP® professional with eight years of industry experience, currently affiliated with LPL Financial since 2017. Prior to joining LPL, he worked for nine years at Johnston County Environmental Health. His outside activities include managing a DBA business related to his financial practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset management and institutional platforms.

Georgia Summers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Fidelity, she worked in education with Wilson Academy of Virtual Learning and Wilson County Schools. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios with a focus on systematic methodologies and long-term asset allocation.

Leigh Anne Jackson is a financial advisor at Edward Jones with 15 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across the wealth spectrum as well as pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors.

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.

John Ausley is a Series 66 licensed financial advisor with Thrivent Investment Management, based in Wilson, NC, and has two years of industry experience. Prior to joining Thrivent, he spent four years at Wilson Christian Academy and four years at Pensacola Christian College. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, and other planning topics. The firm emphasizes holistic, goal-based analyses and maintains a separation between planning and managed-account services.

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.

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.

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.

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.

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.

Jake Wetherington is a financial advisor with Ameriprise Financial Services and holds a Series 66 designation. He has been with Ameriprise since 2020. Prior to his advisory role, he worked in cleaning services and education. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Albert Faber is a CFP® professional with 41 years of industry experience, currently affiliated with LPL Financial since 2007. He holds Series 63 and Series 65 licenses and operates out of Kenly, North Carolina. Outside of his advisory work, Faber is involved in senior marketing sales for Medicare Supplement products through SilverScript. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Tom Bardin Jr. is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has worked with Equitable Advisors since 2015 and previously with Axa Advisors, LLC and Osaic FS, Inc. Mr. Bardin is based in Wilson, North Carolina. Equitable Advisors serves individual clients across wealth levels, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing risk tolerance and matching clients to program models or discretionary managers, utilizing a range of investment products and advisory platforms without sponsoring its own wrap fee program.

Michael Wetherington is a financial advisor with Ameriprise in Wilson, NC, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he serves as a Wilson County Commissioner and is a member of the KRMW Airport Board of Directors. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its advisory approach and supports a broad range of advisory, brokerage, and insurance solutions.

Robert Edmondson serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He began his career in the investment arena in 1991 and joined Merrill Lynch Wealth Management in the Wilson, North Carolina office as a Financial Advisor in 2004. His expertise includes education planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and retirement income. Rob holds a Bachelor's degree from the University of North Carolina at Chapel Hill and a Master's degree in Business from Wake Forest University. He completed the Certified Investment Management Analyst® Program at the Wharton School of Business, University of Pennsylvania, and holds the Certified Investment Management Analyst® (CIMA®) designation as well as the Personal Investment Advisor (PIA) credential. Prior to his financial advisory career, he held corporate positions including corporate treasurer and vice-president of finance, and spent 14 years as an Associate Professor of Finance. Rob resides in Wilson with his wife and is active in the First Presbyterian Church, where he has served in multiple leadership roles. His personal interests include biking, gardening, golfing, hiking, hunting, photography, reading, scuba diving, tennis, and traveling. He also participates in community organizations such as the Wilson Arts Council and the Wilson Botanical Garden.

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.

Michael Strickland is a financial advisor at Edward Jones in Wilson, NC, holding the ChFC® designation and Series 66 license with 11 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Susan Worrell Bridgers is a financial advisor at Edward Jones with 24 years of industry experience. She has been with Edward Jones since 2007 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Danusia Honeycutt is a financial advisor with Edward Jones in Wilson, NC, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2020, she worked in education with Wilson County Schools and Wilson Preparatory Academy. Outside of advisory work, she performs as a percussionist with the Wilson Community Orchestra. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets and offers a range of advisory programs with fiduciary oversight, supported by a large national network of financial advisors and branch offices.

Logan Savage is a financial advisor at Ameriprise with Series 66 credentials and less than one year of industry experience. Prior to joining Ameriprise, he held roles at Vector Marketing and has experience working in education and community service roles including at Barton College and The Church of Jesus Christ of Latter Day Saints. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized retirement income service that provides written recommendation reports and ongoing advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Charles Hoffman is a financial advisor with Edward Jones in Wilson, NC, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 16 years of industry experience, including roles at New York Life Insurance Company and Nationwide prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over 23,000 financial advisors nationwide. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and supporting approximately $1.01 trillion in assets under management.

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.