James Silbernagel is a CFP® with 40 years of experience in the financial industry. He is currently with Concorde Asset Management, LLC and has held roles at Concorde Investment Services, Woodbury Financial Services Inc, and operates The Silbernagel Group, which provides consulting services to families of high school students on college planning. He is also involved in managing a tax practice, hosting a weekly online radio show, and participates on the advisory board of a philanthropy organization focused on educating high school students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms, including discretionary trading and allocation oversight.

Robert Butts is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 designations and nine years of industry experience. His prior work includes positions at SCF Investment Advisors, Inc. and SCF Securities, Inc. Outside of his advisory role, he is involved in several nonprofit organizations, serving as a board member and CFO of CASA of Kings County and participating in fundraising activities with the Rotary Club of Hanford and Gideons International. He also holds a leadership position as an elder on the governing council of First Christian Reformed Church of Hanford. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using asset-allocation and model-based strategies across proprietary and third-party platforms and offers ERISA retirement-plan advisory services and participant advice.

Sean Mc Neil is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. Prior to joining Concorde, he worked at Hormel Foods for five years and Foster Poultry Farms for three years. He is the owner of Evergreen Sales & Marketing LLC, a business focused on sales and marketing for sports trading cards. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers. The firm builds individualized portfolios through asset allocation and model-based strategies, offering services such as ERISA retirement-plan advisory and management of variable annuity separate accounts.

Matthew Kredit is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial LLC and Principal Life Insurance Company, as well as public sector work with the City of Hanford and Tulare County HHSA. He maintains side activities as a Certified Divorce Financial Advisor and licensed insurance agent. Concorde Asset Management serves individuals, including high-net-worth clients, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm employs model-based strategies and serves as an overlay manager, integrating various platforms to tailor portfolios according to client objectives, timelines, and risk tolerances.

Damian Dering is a financial advisor at Concorde Asset Management, LLC in El Segundo, CA, with 29 years of industry experience. He holds the ChFC® designation and securities licenses including Series 63 and Series 66. His career includes roles at Concorde Investment Services and Custom Wealth, LLC. Outside of advising, he is involved in insurance sales, particularly related to fixed insurance products and Medicare, and he participates in tax consulting and captive insurance referral activities. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers and wrap fee programs. The firm builds portfolios tailored to client objectives through asset allocation and model-based strategies, utilizing proprietary and third-party platforms and serving as an overlay manager with discretionary trading responsibilities.

Lauri Grovich is a financial advisor at Concorde Asset Management, LLC in Scottsdale, AZ, with seven years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at LPL Financial and VOYA Financial Advisors. Outside of advisory work, she serves as a state and precinct committeeman for the Maricopa County Republican Committee, participating in committee leadership, bylaws, and voter outreach activities. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, tailored financial planning, and access to third-party asset managers and wrap fee programs. The firm builds individualized portfolios based on client objectives, timelines, and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.

Carson Stoltz is an Investment Advisor Representative at Concorde Asset Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Concorde since 2022. Outside of investment advisory, Stoltz is involved with Legal Shield & ID Shield as a referral representative, serves as a trustee for a family client, and works as a DoorDash driver. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using both proprietary and third-party model strategies and offers ERISA retirement-plan advisory services.

Eric Barbarita is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 credentials and four years of industry experience. He has worked at Concorde Asset Management since 2023 and previously operated his own sole proprietorship consulting business. Outside of his advisory role, he runs a small consulting business providing advice to local small business owners and refers contractors for specialized services. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm utilizes individualized asset allocation and model-based portfolio construction, incorporating both in-house and external strategist models, and provides a range of products including alternative investments and ERISA plan services.

Randall Stoltz is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding the Series 63 and Series 65 licenses and possessing 28 years of industry experience. He has worked at Concorde Asset Management since 2018 and was previously with Woodbury from 2003 to 2018. Stoltz is also the founder of Campus Advisers, a college planning and consulting firm where he serves as a consultant and presenter to parents of college-bound students. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios through model-based strategies and serves as an overlay manager, utilizing platforms such as Envestnet and Orion.

Winnie Liu is a CFA® charterholder and registered financial advisor with Concorde Asset Management, LLC, with five years of industry experience. She has been with Concorde since 2023, having also worked at Concorde Investment Services since 2022. Outside of her advisory role, Liu serves as a director for a nonprofit organization and is involved in teaching financial literacy through speaking engagements and online courses. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management alongside tailored financial planning. The firm employs asset-allocation and model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory services and participant advice.

Ann Stewart is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Her prior roles include positions at Cambridge Investment Research Advisors, Money Concepts Capital Corp, Wells Fargo Investments, and Banc of America Investment Services. Outside of her advisory work, she serves as president of an independent insurance agency. Concorde Asset Management provides portfolio management, financial planning, and retirement-plan advisory services to individual, corporate, and retirement-plan clients. The firm integrates proprietary and third-party model portfolios and platforms, offering discretionary and non-discretionary solutions tailored to client objectives and risk tolerances.

Daniel Charley is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has been with Concorde Asset Management since 2016 and also serves as President and 50% owner of Alpine Brokerage Services, an insurance agency. Outside of his advisory work, he is involved in a website development and graphic design business as a member of ThinkSonic Media, and he holds ownership interests in hospitality and insurance wholesaling ventures. Concorde Asset Management serves individual, corporate, and retirement-plan clients through discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds individualized portfolios using model portfolios and third-party strategists, and provides ERISA retirement-plan advisory services along with participant advice.

Jae Lee is a financial advisor with Concorde Asset Management, LLC, holding Series 65 and Series 66 licenses and bringing 17 years of industry experience. He has worked at firms including Triad Advisors, Inc. and Ameriprise before joining Concorde in 2021. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Laura Jocius is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2021 and has been associated with related firms including Concorde Investment Services, LLC and TADA Wealth Advisors since 2015. Outside of advising, she holds a role as Vice President at Thornwood Financial, focusing on fee-based financial planning. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm employs individualized asset allocation and model-based portfolio construction, acting as Overlay Manager for its UMA, and offers alternative investment products alongside ERISA fiduciary services.

Josiah Lederman is a financial advisor with Concorde Asset Management, LLC in Fort Wayne, IN, holding a Series 66 designation and eight years of industry experience. He has been with Concorde Asset Management since 2018 and also operates Lederman Insurance, Inc., where he is involved in life insurance sales. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategies across multiple platforms.

Jeffrey Rollins is a financial advisor with Concorde Asset Management, LLC in Greenville, Delaware. He holds a Series 65 designation and has six years of industry experience. His prior work includes over a decade at Ashford Capital Management, Inc., and more recent roles at Converge Capital Partners Management, LLC and as a self-employed advisor. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios based on client objectives and risk tolerances, utilizing model portfolios and third-party strategists across various platforms.

Nathan Kosanke is a financial advisor at Concorde Asset Management, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience at Orchid Orthopedics and Plastic Omnium, as well as teaching roles at Eppler Middle School and Utica High School. Concorde Asset Management offers discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base including individuals, corporate and charitable clients, and retirement plans. The firm utilizes model-based portfolio construction and individualized asset allocation, with a range of investment options including alternative products and ERISA fiduciary services.

Forrest Padilla is a CFP® and holds a Series 66 license with 21 years of industry experience. He has worked at Concorde Asset Management, LLC since 2018 and previously spent nine years at Financial Designs LTD and 14 years with Independent Financial Group, LLC. He co-hosts a weekly financial advisors radio show broadcast through KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs model portfolios and third-party strategists, including its Concorde UMA program on Envestnet, and provides ERISA retirement-plan advisory services with a focus on individualized client objectives.

James Maher is a financial advisor with Concorde Asset Management, LLC in Ann Arbor, MI, holding a Series 66 designation and 22 years of industry experience. He has been with Concorde since 2013 and also operates Maher Financial Group, which he founded in 2004. Outside of advisory services, he is involved in lawsuit funding and structured settlement consulting through Michigan Lawsuit Funding, LLC and Maher Structured Settlements. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing in-house and external strategist models, and offers a range of services including wrap fee programs and ERISA plan advisory.

Aaron Oborn is a financial advisor at Concorde Asset Management, LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Bangerter Financial Services, Inc. and Yalecrest Capital Management LLC. Outside of advising, Oborn is Managing Director at ReMax Commercial Solutions, focusing on commercial real estate brokering. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm constructs customized portfolios using model-based strategies and serves as an overlay manager with discretionary trading responsibilities.