For over twenty-five years Alan has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Alan has dedicated his career to delivering the personalized investment planning services his clients deserve. Alan has been recognized as a Platinum Council advisor from 2014-2023.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. In 2024 and 2025 Alan was recognized as a Platinum Council advisor as well, this distinction is held by a select group of Financial Advisors as measured by business production from the previous year and professionalism. He was also recognized as a Platinum Council Manager in 2014 and in 2021. The Platinum Council Manager (previously Premier Manager) distinction is held by a select group of Managers at Wells Fargo Advisors and reflects a superior level of professional achievement and a steadfast commitment to achieving business objectives.

Alan began his career as a Financial Advisor with U.S. Worldwide in 1996 where he developed his fundamental investment knowledge. He joined A.G. Edwards and Sons Inc, a predecessor firm of Wells Fargo Advisors, in 1998 to take a more comprehensive approach in providing personalized financial advice for individuals and families.  In 2006, Alan earned the CERTIFIED FINANCIAL PLANNER® professional certification by completing an approved educational program, passing a rigorous examination and meeting stringent experience requirements.

Alan’s passion for learning and teaching doesn’t end there. He earned his bachelor’s degree at the United States Coast Guard Academy in New London, Connecticut. Serving as an officer, he traveled to over 20 countries training other services in drug and alien interdiction. Shortly after leaving the Coast Guard, Alan returned to his hometown of Panama City to build his advisory practice.

Away from the office, he likes to stay active by golfing and weight training and has successfully completed Ironman Florida in both 2009 and 2013. 

Alan is currently accepting new clients that share his investment philosophy.

Kelli joined Wells Fargo Advisors in 2013 after earning a Bachelor of Science degree in Business Administration from Florida State University. In her ongoing pursuit of adding more value to the ideal client experience, Kelli went on to earn the FINRA Series 7 and Series 66 securities registrations as well as the Florida Health and Life 2-15 license and is registered in 30 states. 

Kelli served on the Client Associate Advisory Council from 2018-2021 and was named Team Member of the Month in March 2018. In 2025, Kelli was recognized as a Wells Fargo Advisors Platinum Client Associate. The Wells Fargo Advisors’ Platinum Client Associate recognition is held by a select group of client associates within Wells Fargo Advisors as measured by their success in achieving exceptional performance the previous calendar year. Performance factors are inclusive of client experience, partnership with Financial Advisors to support their objectives, and task execution.

Kelli’s responsibilities include onboarding new relationships while also supporting existing ones. She assists the team by opening and servicing accounts, processing paperwork, and she strives to ensure that client’s administrative and operational needs are handled promptly and accurately. Kelli is committed to maintaining an organized and professional environment to allow Alan McCurley, Financial Advisor, to concentrate on his clients’ investment planning goals. 

Both Kelli and her husband Danny are Panama City natives and together they have one daughter, Aaliyah.