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.