Matthew Turpin

Adam Schrader is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and three years of industry experience. He previously worked at Edward Jones and served as CEO of LvLuP Solutions, a small business consulting firm focused on processing finance applications and operational support for bank funding to business clients. He is also affiliated with the New Tazewell Little League. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on various financial topics without including implementation. The firm uses goal-based analyses and offers combined planning and managed-account services under a consolidated billing option called WealthPlan.

Marcus Trantham is a financial advisor with Edward Jones in Harrogate, Tennessee, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Edward Jones since 2014. In addition to his advisory role, he serves as a U.S. Army reservist. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard with a nationwide network of over 23,000 financial advisors.

David Whitlock is a financial advisor with Edward Jones in Middlesboro, KY, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he owns a property used as a vacation rental and a building used for his Edward Jones office. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.

Patrick Anstett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Invest Financial Corporation from 2005 to 2018 and Commercial Bank & Trust since 2005. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides various investment solutions tailored to client needs.