Raleigh, NC 3700 Glenwood Ave. Office

Michael Sandlin is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Raleigh, NC. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T Securities. Outside of his advisory work, he is involved in real estate rental property ownership. LPL Financial is an SEC-registered 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 in-house research and third-party resources to provide diversified investment strategies.

Kyle Smith is a CFP® professional with 28 years of experience in the financial industry. He is currently with LPL Financial and has previously worked at Truist Advisory Services, Truist Investment Services, and Bb&T Securities. Kyle is based in Raleigh, NC. 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 retirement plan consulting, utilizing research from LPL and third-party subadvisors to support diversified and tactical investment strategies.

Katherine Matthews is a financial advisor with LPL Financial in Raleigh, NC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Her prior roles include positions at Truist Advisory Services and BB&T, where she spent over two decades in various capacities. She also has experience working with Hilltop Christian School. 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 retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technologies in portfolio management.

Brittany Mann is a Series 66-licensed financial advisor with LPL Financial in Raleigh, NC, and has four years of industry experience. Her prior work history includes roles at Ameriprise and DENSO Manufacturing Tennessee, Inc., as well as time at the University of Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.