Edwin Purcell is a Senior Financial Advisor with Merrill Lynch Wealth Management. He leads the Purcell McLean team, which combines the investment capabilities of Merrill Lynch with banking services from Bank of America to deliver personalized wealth management solutions. Edwin and his team prioritize understanding their clients’ financial goals, both short and long-term, to develop strategies tailored to individual needs, including areas such as retirement planning, legacy planning, tax minimization, and liquidity management. With over 60 years of combined experience on his team, Edwin specializes in serving diverse client needs including family wealth management, divorce transition planning, and support for endowments, foundations, and non-profits. He holds professional designations including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Edwin earned a Bachelor’s degree from the University of North Carolina at Chapel Hill and an MBA from Campbell University. Edwin is engaged in community activities and supports several organizations including the Boy Scouts of America, Clinton Rotary Club, and his local church, Graves Memorial Presbyterian. He also participates in local athletics boosters and recreation departments, reflecting his commitment to the communities he serves. Outside of work, his interests include baseball, basketball, boating, fishing, football, genealogy, golf, hunting, table tennis, and traveling.

Matthew Abold is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., and Northwestern Mutual Wealth Management Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by tools such as machine learning for operational purposes.

Keith Tilghman is a Wealth Management Advisor with Merrill Lynch Wealth Management, a role he has held since 2008. He works closely with clients to understand their specific needs and goals, employing a goals-based approach to navigate the complexities of investments and wealth management. Keith's focus areas include college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, tax minimization, and retirement income. Keith holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned both a bachelor's degree in Finance and an M.B.A. from East Carolina University. His education and credentials support his comprehensive and modern approach to wealth management. In addition to his professional career, Keith is actively involved in his community. He is a former president of the Cape Fear Botanical Garden Board of Directors and participates in organizations such as Highland Presbyterian Church, the Sons of the American Revolution, and Methodist University. Keith lives in Fayetteville with his wife and two children and enjoys spending his leisure time engaged in sports, camping, cooking, music, reading, traveling, watching movies, and being with his family.

Thomas Bolton Jr. is a financial advisor at Stifel with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co. Inc. since 2010. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and advisory services. The firm’s investment approach relies on proprietary methodologies developed by its Investment Strategy Group, providing analysis and allocation guidance based on forward-looking capital market assumptions.

Jonathan Proffitt is a financial advisor at Edward Jones in Fayetteville, NC, holding a Series 66 designation and with nine years of industry experience. Prior to his advisory role, he has served in the US Army since 2003 and continues to serve in the US Army Reserve. In addition to his advisory work, he provides business coaching to start-ups and is engaged in self-publishing, including works on finance and a family cookbook. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Teresa Elliott is a CFP® professional with 17 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Merrill from 2010 to 2012. Outside of her advisory role, she co-owns a rental property management LLC with her spouse in Fayetteville, NC. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Laura Pope is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to align their investments, planning strategies, and long-term objectives according to their personal financial goals. She develops personalized financial roadmaps aimed at helping clients pursue their life, income, and legacy goals with confidence. Born and raised in Fayetteville, Laura graduated from the University of North Carolina at Chapel Hill. She started her career in financial services in 2011, earned her CERTIFIED FINANCIAL PLANNER® (CFP®) certification in 2017, and completed a Master's degree in Financial Planning from the College for Financial Planning in 2019. Her areas of focus include education planning, family wealth management strategies, services for endowments, foundations, and non-profits, personal retirement planning, portfolio management services, special needs planning strategies, women and wealth, tax minimization, and retirement income. Outside of her professional work, Laura participates in community volunteering and spends time with her husband, Ken, and their family. Her client-focused approach emphasizes developing personalized financial strategies through one-on-one collaboration.

Wilton Cross is a financial advisor at Edward Jones in Fayetteville, NC, with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2001. Edward Jones is a wealth management firm serving over four million individual and institutional clients, including high- and non-high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jonathan Collins is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. His background includes roles at the Army National Guard and Campbell Soup Company, among others. He also serves as Chief Financial Officer of Zero Drag LLC, a manufacturing business, providing financial insights without current compensation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated financial services, supported by a large network of advisors and branch offices nationwide.

Patrick Banville is a financial advisor with Wells Fargo Advisors and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including roles at Fidelity Brokerage Services LLC and Fidelity Investments. He has been with Wells Fargo Advisors Financial Network since 2021. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a range of investment and fee-based financial planning services. The firm offers tailored financial planning solutions using proprietary research and planning tools, supporting clients across various complex needs such as retirement and business-owner transition planning.

Scott Azzarelli is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo since 2016, following a prior role at Wachovia Securities in 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

Kenneth Lawhead is a Wealth Management Advisor with Merrill Lynch Wealth Management. He began his career in financial services in 2011 and joined Merrill Lynch in 2014. Kenneth works with clients to simplify financial complexities by providing guidance on short- and long-term financial goals. His expertise includes education planning, family wealth management strategies, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, personal retirement planning, portfolio management, tax minimization, and retirement income. He collaborates with clients to understand their broader concerns—including social, moral, ethical, and environmental factors—in addition to financial objectives. Kenneth holds multiple professional designations, including Accredited Asset Management Specialist (AAMS), Chartered Alternative Investment Analyst (CAIA), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His educational background includes an Associate’s Degree from Cuyamaca College, a Bachelor’s Degree from Capella University, a Master’s Degree from the University of North Carolina System, and accredited certificate programs from the College for Financial Planning and the Massachusetts Institute of Technology. He earned his high school diploma from Valhalla High School. Originally from San Diego, California, Kenneth relocated to Fayetteville, North Carolina, in 2011. He currently resides in Raeford with his wife Laura and daughter Cordelia. Outside of work, Kenneth enjoys playing guitar and drums, writing music with his wife, and spending time with his family. He is a member of the Cape Fear Kiwanis Club and the Cumberland County Partnership For Children.

Christy Kennedy is a financial advisor with Primerica Advisors in Fayetteville, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with Primerica Advisors since 2003 and has also been involved in education roles with Moore and Wake County Schools. In addition to her advisory role, she is involved in the sale of loan products and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,698 advisors and $15.5 billion in assets under management. The firm primarily uses model-based investment strategies created by unaffiliated managers and offers various discretionary separately managed account options.