Alpharetta, GA 5755 N Point Pkwy Ste 207 Office

Emily Morgan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at LPL Financial since 2008. Her prior experience includes roles at Truist Investment Services. In addition to her advisory work, she holds a notary position. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Charles Soukup is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and Sullivan and Schlieman Wealth Management, LLC in 2025, his work history includes roles outside the financial services industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Shannon Sullivan is a CFP® professional with 36 years of industry experience, currently affiliated with LPL Financial since 2008. Prior to joining LPL Financial, she worked at Truist Investment Services, Inc. for 12 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Thomas Ellis is a financial advisor with LPL Financial, holding a Series 66 designation and currently beginning his career in the industry. His work history includes experience at Sullivan & Schlieman Wealth Management, BIP Wealth, and Pointe North Insurance Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Davis Culwell is a financial advisor with LPL Financial based in Alpharetta, GA. He holds Series 63 and Series 65 credentials and has six years of industry experience. Prior to joining LPL Financial, he worked at Sullivan & Schlieman Wealth Management and Brasfield & Gorrie. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Calvin Meeks is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial, he was with Sullivan and Schlieman Wealth Management and has work experience in the food service industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management options, including access to third-party asset managers and institutional platforms.