Reese Rhem is Vice President at LPL Financial where he oversees LPL Financial Investor Focused Solutions℠. With over 16 years in the financial services industry, Reese began his career as an independent Financial Advisor at Mass Mutual and later served several roles within investment sales and sales management at First Union Brokerage Service/Wachovia Securities. Reese is an Accredited Investment Fiduciary (AIF®) designee and currently holds FINRA Series 7, 66, 9, 10, 31, and 99 registrations with LPL Financial, along with a NC Life and Health license. Reese has a Bachelor’s degree from Charleston Southern University. Reese enjoys Tennis, Golf, and he and his wife love watching their two boys play competitive baseball.
Reese Rhem
Alan Berkeley
Alan Berkeley is a Financial Representative on LPL Financial Investor Focused Solutions℠. He provides investment advice to LPL retail clients to help them work toward their financial goals. He began his investment career with Ameriprise Financial in 2004 and has worked for Bank of America Investment Services as well as Merrill Edge. Alan joined LPL in 2011 and is an Accredited Investment Fiduciary (AIF®) designee and currently holds FINRA Series 7 and 66 licenses at LPL Financial. He has a BA in Communications and Political Science from Canisius College. Alan enjoys mountain biking and bicycle repair. He is an active volunteer with a local nonprofit that provide at-risk youth access to bikes.
Andrew Boyd
Andrew Boyd is a Financial Representative on LPL Financial Investor Focused Solutions℠ where he provides objective financial guidance and advice to clients of LPL Financial. After graduating from East Carolina University with a Bachelor’s degree in Finance, Andrew started his career by working as a Senior Rollover Counselor at Retirement Clearinghouse (formerly RolloverSystems), where he helped 401(k) participants explore their options once separated from service. Andrew currently holds FINRA Series 7, 63 and 65 registrations with LPL Financial, as well as Life Insurance licenses. In his spare time, Andrew likes to spend time with his wife (Brigette) and daughter (Reese), and is an avid fan of the various ECU Pirates sports teams.
Lee Goodin
Lee Goodin is a Financial Representative on LPL Financial Investor Focused Solutions℠ where he provides objective advice and guidance to LPL clients helping them pursue their financial goals. Lee previously worked with high net worth investors at Vanguard helping them align with suitable options for their investment needs. Lee grew up in Connecticut and holds a Bachelor’s degree from Eastern Connecticut State University. He currently holds his series 7 and 66 with LPL Financial. In his spare time Lee enjoys spending time with his wife Tiffany and chasing his two boys Luca and Jack.
Paul Panuccio
Paul Panuccio is a Financial Representative on LPL Financial Investor Focused Solutions℠ where he provides financial guidance and advice to LPL Financial account holders. Paul began his financial services career in Connecticut in 1998 with Citibank where he assisted clients with brokerage trades and other service needs, and moved to GE in 2000 where he was a stock, bond, and mutual fund trader. In November 2002 Paul transitioned to MassMutual in Springfield, Mass in a Sales Consultant role, helping 401K plan participants understand their 401k options once there was a separation of employment. From 2007-2014, he performed a similar role with Retirement Clearinghouse (Formerly known as RolloverSystems) as a Senior Rollover Counselor. Paul graduated from University of Massachusetts with a Bachelor’s Degree in Economics in 1991, and currently holds the Series 7, 63, 24, 65 registrations with LPL Financial, as well as Life Insurance licenses. Paul currently resides in Charlotte, NC.
Greg T. Solaz
Greg T. Solaz is a Financial Representative with LPL Financial Investor Focused Solutions℠ where he provides objective guidance, helping clients navigate through the complex financial landscape. Greg started his financial services career at Retirement Clearinghouse (formally RolloverSystems) in North Carolina where he assisted participants in making well informed decisions regarding the various options they have with their retirement plans. Greg grew up in Connecticut and holds a Bachelor’s degree from Central Connecticut State University. Greg currently holds FINRA Series 7, 6, 26, 65, and 63 registrations with LPL Financial along with a North Carolina Life Insurance license. Greg is an avid UConn basketball and Charlotte Hornets fan who enjoys vacationing in Outer Banks, NC with his dog, family, and friends.
Nichole Rhoads
Nichole Rhoads is a Financial Representative on the Investor Focused Solutions Team where she provides independent advice based on the personal needs and financial aspirations of her clients. By taking a personal approach to each client and listening to clearly understand the objectives, lifestyle needs and goals that are important to each individual. Nichole holds her FINRA Series 7 and 66 Licenses with LPL Financial. She joined LPL Investor Focused Solutions in 2015 as a Lead Sales Specialist providing a high level of operational support and service. She has over eight years of experience in Retail Banking as a Licensed Relationship Manager, loan processor and customer service professional with J.P Morgan Chase, Mid America Bank and BMO Harris Bank. Nichole is a native of Southern California but lived in the suburbs of Chicago for 16 years while her and her husband raised their two boys. She now enjoys living in the much warmer climate of South Carolina with her family. She still enjoys playing volleyball and watching Cubs baseball games with her boys.
Thomas (Tom) Nichols Jr.
Tom began his investment career in 1999 at Scott and Stringfellow in Charlotte. He later moved to Rinehart and Associates where he served as a Relationship Manager and Financial Planner. He comes to LPL from PNC Investments where he worked with the mass affluent client segment.
Tom’s prior career was in network television. He enjoyed a 15 year career at NBC where he worked with the network’s affiliates, in sports sales and marketing, and with Olympic advertisers.
Tom graduated from Syracuse University in 1984 with a degree in Telecommunications Management. He received his Master’s Degree in Business Administration from Fordham University in 1991 and also completed the CFP® Program from the College of Financial Planning in Denver.
He currently holds Series 7 and Series 66 licenses and is also a CFP® Certificate Holder. He also holds NC Life and Health and Long Term Care licenses.
Tom has served as President of the Financial Planning Association-Charlotte as well as board member for CharlotteSaves and the Autism Society of Mecklenburg County.
Tom lives in Charlotte NC with his wife Carrie and sons Bucky and Austin. In his spare time he officiates youth lacrosse games, enjoys cooking, and spending time with his two labs.
Troy Talamelli
Troy Talamelli is a Financial Representative on the Investor Focused Solutions Team where he provides investment advice to LPL clients, helping them work towards their financial short-term needs and long-term goals. With over 17 years in the financial services industry, Troy began his career as a Financial Advisor at Morgan Stanley and later served in consulting and supervisory roles with several asset management firms (Legg Mason, Voya, AllianzGI, and Citigroup). Troy enjoys developing personal relationships with clients while helping them plan for their future. He currently holds his FINRA Series 7, 63, 66 and 24 licenses with LPL Financial. He holds a Bachelor's degree from Southern Connecticut State University. Troy currently resides in Pacific Beach, San Diego, CA.
