Burlington, NC 3120 S Church St Office

Matthew Mclean is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he serves as treasurer and board member for Vineland Station and as treasurer for the campaign of Jess Hill, Clerk of Court of Columbus County, NC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management supported by LPL Research and third-party subadvisors.

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 is also a partner in a traditional accounting firm. Additionally, he serves as a trustee for two family trusts in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Alec Lloyd is a financial advisor with LPL Financial based in Burlington, NC. He holds a Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2024, he worked at Worldwide Golf Shops and Global Value Commerce. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management alongside research from multiple sources.

Rachel Walston is a financial advisor with LPL Financial in Burlington, North Carolina. She holds Series 63 and Series 65 licenses and has 12 years of industry experience. In addition to her advisory work, she operates a consulting business and is a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management supported by in-house and third-party research.

William Fisher is a financial advisor at LPL Financial with 24 years of industry experience. He has been with LPL Financial since 2009 and holds Series 63 and Series 66 designations. Fisher operates his own wealth management business under the name Fisher Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Matthew Garcia is a CFP®-certified financial advisor with five years of industry experience, currently with LPL Financial since 2024. Prior to joining LPL, he worked at The Vanguard Group for three years and has a background that includes roles at Northwestern Mutual and various positions linked to Western Carolina University. Outside of his advisory career, he is a business owner of a local lawn care company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services with both discretionary and non-discretionary management options.

Logan Sharpe is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at TIAA and TIA-CREF for eight years before joining LPL Financial in 2018. Outside of his advisory role, Sharpe serves as a board member for The Burlington School and works as a spin class instructor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisory representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by research from multiple sources.

Culbert Mclean Jr. is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2008 and is also a managing partner at S. Preston Douglas & Associates LLP, a CPA firm. Outside of his advisory role, he serves as Director and President of the Pinecrest Country Club, a nonprofit private country club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, research, and technology to support diversified investment strategies.

Timothy Bolinger is a CFP®-designated financial advisor with 28 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and consulting services, utilizing model portfolios, third-party research, and technology-driven strategies.

Betty Andrews is a financial advisor with LPL Financial in Burlington, NC, holding Series 63 and Series 65 credentials and 33 years of industry experience. She has been with LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Walter Yates is a Series 66-licensed financial advisor with LPL Financial 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 an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, employing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Richard Fisher Jr. is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2005, totaling 29 years of industry experience. Based in Burlington, NC, he has been involved in managing wealth advisory services throughout his tenure. Outside of his advisory role, he owns a family business called Wilson Brown Sock Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research to support diversified investment strategies.

Brooke Carpenter is a financial advisor with LPL Financial in Burlington, NC, holding a Series 66 designation and 9 years of industry experience. Prior to joining LPL Financial in 2019, Carpenter worked at First Command Insurance and related entities from 2016 to 2018. Outside of financial advising, Carpenter is the owner and structural engineer of Residential Engineering Solutions, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.