Matthew Mclean is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at LPL Financial since 2011 and previously spent two years with Equitable Advisors. Outside of his advisory role, he serves as a board member and treasurer for Vineland Station and acts as treasurer for Jess Hill, Clerk of Court of Columbus County, NC. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment options and platforms, utilizing both internal research models and third-party strategies, supported by advanced operational tools.

John Grissom Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2007 and previously worked at Avantax Advisory Services and Osaic FS, Inc. Outside of his advisory role, he is a partner in a traditional accounting firm and serves as trustee for two family irrevocable trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning, asset management, and institutional platforms.

Alec Lloyd is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 credential and has worked at LPL Financial since 2024. Prior to his current role, Alec held positions at Worldwide Golf Shops and Global Value Commerce. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rachel Walston is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She has worked at LPL since 2013 and also operates Fisher Wealth Management. Outside of advising, she owns REW Consulting & Implementation, a home-based consulting business, and serves as a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and asset management services through a large network of advisors, utilizing various model portfolios and customized strategies.

William Fisher is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with LPL Financial since 2009. 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, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a large network of advisors.

Matthew Garcia is a CFP® professional with five years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. Prior to this, he worked at The Vanguard Group for three years and Northwestern Mutual for one year. Outside of finance, he is the owner of a local lawn care business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management options through a large network of advisors, utilizing various model portfolios, third-party subadvisors, and customized strategies.

Logan Sharpe is a financial advisor at LPL Financial with 15 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at TIAA-CREF from 2010 to 2018. Outside of his advisory role, he serves as a board member for The Burlington School and works as a spin class instructor. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Culbert Mclean Jr. is a financial advisor with LPL Financial who holds a Series 66 designation and has 23 years of industry experience. He has worked at LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory work, he serves as Director and President of Pinecrest Country Club, a nonprofit private country club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers financial planning, asset management, and retirement services to individuals, institutions, and other clients through a large network of investment adviser representatives. The firm combines advisory platforms with a broad range of financial services and oversight of substantial discretionary assets.

Timothy Bolinger is a Certified Financial Planner (CFP®) with 28 years of industry experience. He has worked at LPL Financial since 2021 and previously spent five years at Wells Fargo Clearing. 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 model portfolios and third-party asset management, supported by a large network of investment adviser representatives.

Betty Andrews is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 credentials and 34 years of industry experience. She has been with LPL Financial since 2007 and previously worked at Truist Investment Services, Inc., NCF Financial Services, Inc., and Invest Financial Corporation. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Walter Yates is a Series 66-registered financial advisor with LPL Financial, based in Burlington, NC, and has seven years of industry experience. His prior roles include positions at MML Investors Services, Mass Mutual Life Insurance, Weatherby Healthcare, and Elon University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions with a broad range of advisory and brokerage services, including financial planning and model portfolio programs. The firm supports advisors with tools such as machine learning for operational support and manages over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Richard Fisher Jr. is a CFP® professional affiliated with LPL Financial, with 29 years of industry experience. He has worked at LPL Financial since 2005 and previously spent four years at Edward Jones. Outside of his advisory role, Fisher is the owner of Wilson Brown Sock Company. 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, including financial planning and access to model portfolios, with a platform that supports both discretionary and non-discretionary strategies.

Brooke Carpenter is a Series 66-licensed financial advisor with LPL Financial, based in Burlington, NC, and has nine years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked with First Command Financial Planning and related entities from 2016 to 2018. She is also the owner of Residential Engineering Solutions, LLC, where she works as a structural engineer. 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 financial planning and investment management services using both proprietary and third-party strategies.