Pinehurst, NC Office

Jonathan Medlin is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, N.A., and entrepreneurial involvement with Bruce's Tavern LLC. 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 for a range of individual and institutional clients.

William Thomas is a financial advisor with Merrill in Pinehurst, NC, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Merrill since 1994 and concurrently at Bank of America, N.A. since 2011. Outside of advising, he owns a commercial building leased to Farm Bureau Insurance and manages a rental property in Pinehurst. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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.

Christshon Hicks is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on areas including college education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, and retirement income. Christshon helps clients uncover what matters to them and their families to create strategies that pursue their financial goals. Born and raised in North Carolina, Christshon holds a High School Diploma/GED from the University of North Carolina System and is a Personal Investment Advisor (PIA). He is fluent in English and Spanish. Outside of work, he is involved in his community as a volunteer at Middle Fork Christian Church, where he serves local community members through meal preparation and food distribution programs. Christshon has three children and values family highly. In his free time, he enjoys basketball, football, ice hockey, singing, spending time with family, traveling, and watching movies.

Barbara Lutke is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized financial strategies that align with her clients’ individual goals, adapting to changing market conditions while leveraging investment insights from Merrill and banking services from Bank of America. Barbara holds the Personal Investment Advisor (PIA) designation and completed her high school education at Ridgewood High School. In addition to her professional role, she actively participates in community volunteer work, reflecting Merrill’s tradition of community involvement.

Chason Arrington is a Resident Director and Wealth Management Advisor at Merrill, serving as part of the MacDonald Arrington team since 2018. In this role, he focuses on business management, investment management, and comprehensive financial planning for clients navigating various stages of life. He works with clients on family wealth management strategies, legacy planning, retirement income, philanthropic planning, and services for endowments, foundations, and non-profits. Chason holds the Chartered Financial Analyst (CFA) designation as well as the Personal Investment Advisor (PIA) certification. He earned both his Bachelor's degree in Finance and Economics and his Master of Business Administration from Gardner-Webb University. He is also involved with the Hendersonville Connections Center, contributing to his community. Outside of his professional work, Chason enjoys spending time with his wife and son, playing golf, attending sporting events, and engaging in activities such as baseball, basketball, fishing, football, and reading.