Matthew Timothy Branham

Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Lindamood Financial Group. Prior to his career in finance, Jack worked part-time while completing his studies. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using a range of investment vehicles and offers comprehensive wealth management, financial planning, and retirement plan services.

David Coleman Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and seven years of industry experience. His prior roles include seven years at Edward Jones and involvement with Lindamood Financial Group and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an SEC-registered, multi-team firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios incorporating ETFs, mutual funds, and other investments, supported by affiliated sub-advisory arrangements and multiple custodial platforms.

Jordan Tickle is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He has previously worked with Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of his financial career, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm’s investment approach focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Roger Mullins is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds the Series 66 designation and has held positions at firms including Purshe Kaplan Sterling Investments, Lindamood Financial Group, and Raymond James Financial Services. Outside of his advisory role, Mullins is an independent insurance agent and serves as president of JP Developments, LLC, a property management business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, focusing on customized, long-term portfolios typically utilizing ETFs, mutual funds, and other investment vehicles.

Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Raymond James Financial. Outside of advising, he is involved in property ownership through Lindamood Property Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios and offers a range of wealth management and financial planning services through a network of advisors.

Michael Jackson is a financial advisor with Edward Jones in Lebanon, VA. He holds a Series 66 designation and has over 11 years of industry experience, including 11 years at The First Bank & Trust Company prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.