David Brian Whitlock

Carolyn Lambert is a CFP® with 28 years of experience in the financial services industry. She has worked at Archer Investment Corporation since 2019 and previously spent 20 years with H.D. Vest Investment Services. In addition to her advisory work, she owns and operates Lambert Bookkeeping & Financial Services and serves as treasurer for the Claiborne County Historical & Genealogical Society, a nonprofit organization. Archer Investment Corporation provides investment advisory services to individuals, high-net-worth clients, trusts, pension plans, and investment companies. The firm manages approximately $900 million primarily on a discretionary basis, offering customized portfolio management and model-based strategies utilizing a range of asset classes including mutual funds and ETFs.

Matthew Turpin is a financial advisor with Edward Jones in Middlesboro, KY, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Adam Schrader is a financial advisor with Thrivent Investment Management and holds Series 63 and Series 66 licenses. He has four years of industry experience, including previous roles at Edward Jones and as CEO of LvLuP Solutions, a small business consulting firm focused on financial application processing. Schrader is based in New Tazewell, Tennessee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning areas without managing client portfolios directly. The firm uses goal-based analyses and client information to support one-time or ongoing planning engagements, with an option to combine planning and managed-account services under a consolidated billing program called WealthPlan.

Marcus Trantham is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Edward Jones since 2014. In addition to his advisory role, he serves as a reservist in the U.S. Army. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs and investment solutions, managing over $1 trillion in assets through a large nationwide network of advisors and branch offices.

Patrick Anstett is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at LPL Financial since 2018 and has a background that includes roles at Commercial Bank & Trust and Invest Financial Corporation. In addition to his advisory work, he operates a business under Commercial Financial Services that supports bank-related investments. 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 provides a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management, supported by advanced operational tools.