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.

Watch Alan's Video 

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.   

Watch Lee's Video

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.

Watch Greg's Video

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.

Watch Tom's Video