Emily Morgan is a financial advisor with LPL Financial in Alpharetta, GA, holding CFP® and Series 66 designations and 18 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, she is a notary and is affiliated with additional business entities for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Charles Soukup is a financial advisor with LPL Financial holding a Series 66 designation. He has one year of experience in the industry, currently associated with Sullivan and Schlieman Wealth Management, LLC. His prior work experience includes positions in various service and retail roles. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with a range of discretionary and non-discretionary management options.

Shannon Sullivan is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2008. Based in Alpharetta, GA, Sullivan holds Series 63 and Series 65 licenses. Outside of advisory services, Sullivan is involved in managing several business entities related to real estate rental and investment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from various sources.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation. He has been working in the industry since 2024, with experience at several firms including Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. Prior to his financial career, he worked in education for several years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technology to support diversified investment strategies.

Davis Culwell is a financial advisor with LPL Financial in Alpharetta, GA, holding Series 63 and Series 65 credentials and six years of industry experience. He has been associated with Sullivan & Schlieman Wealth Management and LPL Financial since 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, employing various portfolio management strategies supported by in-house and third-party research.

Calvin Meeks is a financial advisor at LPL Financial with three years of industry experience. He holds a Series 66 designation and has previously worked at Sullivan and Schlieman Wealth Management. Outside of his advisory role, he serves as an advisor for Advisor's Network LLC, focusing on non-variable insurance. 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 provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.