Peter Amrein is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at firms including The Benefits Group, LLC and M Holdings Securities, Inc. Outside of his advisory role, Amrein is the creative director and co-producer of Oh Balls, LLC, an animated comedy production company. 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 individualized portfolios using model-based strategies and serves as an overlay manager with discretionary trading and allocation responsibilities.

William Morrow is a CFP® professional affiliated with Concorde Asset Management, LLC, with 49 years of industry experience. He has worked with Concorde since 2018 and previously was with Independent Financial Group, LLC for 14 years. Morrow is also the president and owner of Financial Designs, LTD, and hosts the weekly radio show "Financial Advisors" on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm utilizes model-based strategies and serves as an overlay manager while offering ERISA retirement-plan advisory services.

Jennifer Donais is a CFP® professional with 15 years of industry experience, currently serving as an investment advisor representative at Concorde Asset Management, LLC since 2016. She holds Series 63 and Series 65 licenses and has additional business interests including serving as president of a consulting firm focused on engineering and construction management. Donais is also involved in strategic development for small businesses through an investment-related LLC based in Arizona. Concorde Asset Management serves individual clients, including high-net-worth households, as well as corporate and retirement-plan clients, offering portfolio management, financial planning, and access to third-party asset managers. The firm employs model-based and asset-allocation strategies using proprietary and third-party platforms, providing discretionary and non-discretionary advisory services.

Preston Mokris is a financial advisor with Concorde Asset Management, LLC in Pinehurst, NC, holding a Series 66 designation and 16 years of industry experience. He has been with Concorde since 2015 and manages business activities related to 1031 exchanges into Delaware Statutory Trusts through his personal LLC. Mokris is also a part owner of two mobile home parks and a vacation rental property, where he participates in high-level operations. 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 emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategists, and offers alternative investment products alongside traditional portfolios.

Rikki Foster is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and 13 years of industry experience. Foster has worked with multiple firms, including Regal Stone Wealth Management, which they founded and currently lead as President. Outside of advisory roles, Foster is involved with the Rikki and Kelly Foster Family Foundation, a charitable organization, and manages Rest Recovery Wellness, LLC, a health and wellness business. 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 asset allocation and model-based strategies and provides ERISA retirement-plan advisory services along with participant advice.

Erica Traulsen is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. She holds a Series 66 designation and has worked with firms including Concorde Investment Services and Bioriginal Food & Science. Traulsen serves as Director of Membership for the Financial Planning Association of Northern California. Concorde Asset Management provides portfolio management and financial planning services to individual, corporate, and retirement-plan clients. The firm uses model portfolios and third-party strategists to create tailored investment solutions and offers ERISA retirement-plan advisory services.

David Edwards is a financial advisor at Concorde Asset Management, LLC with a Series 66 designation and experience in the industry since 2019. His prior roles include positions at Bridgepoint Capital, BPI Midstream, and BOH Inc. 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 customized portfolios through asset allocation and model-based strategies, using proprietary and third-party platforms while also offering ERISA retirement-plan advisory services.

Joseph Levy is a financial advisor at Concorde Asset Management, LLC with three years of industry experience. He holds a Series 66 designation and has held roles at Concorde Asset Management, Concorde Investment Services, Compass Commercial, and Marcus & Millichap. Outside of his advisory work, he serves as Vice President and real estate agent at Compass Commercial, representing buyers and sellers of commercial multifamily properties. 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 that includes individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of products including alternative and less liquid investments.

Joshua Goodridge is a financial advisor at Concorde Asset Management, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Brighthouse Financial, Ameriprise Financial Services, and CUNA Brokerage Services. Outside of his advisory role, he is active as a licensed Realtor in San Antonio, Texas. 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 employs model portfolios and third-party strategists to build individualized investment solutions and offers ERISA retirement-plan advisory services alongside participant advice.

Logan Wild is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 designation and eight years of industry experience. He has worked at Concorde Investment Services and Concorde Asset Management since 2019 and was previously with Woodbury Financial Services. Outside of advising, he helps run youth basketball tournaments through Blue Diamond Athletics in Mayville, WI. 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 uses model portfolios and proprietary strategies to create individualized investment solutions and provides ERISA retirement-plan advisory services.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Steven Balaban is a financial advisor at Concorde Asset Management, LLC with 37 years of industry experience. He holds the CFP® designation and multiple securities licenses (Series 63, 65, and 66). He has worked at Concorde Asset Management and Concorde Investment Services since 2014 and previously was associated with Independent Financial Group LLC. Outside of his advisory role, he serves as Vice President of 1031 Capital Solutions, focusing on Delaware Statutory Trust investments to assist investors in deferring taxes when exchanging investment properties. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm employs asset-allocation and model-based strategies, including overlay management, and provides ERISA retirement-plan advisory services.

Alan Lichtenstein is a financial advisor with Concorde Asset Management, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. He has worked at Concorde Asset Management since 2015 and is also involved in residential and commercial real estate sales through Charles Rutenberg Realty. Additionally, he provides continuing professional education credit courses to New York CPAs as an instructor with Alldeb Marketing LLC. 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 individualized portfolios using model-based strategies and proprietary and third-party platforms, and it provides ERISA retirement-plan advisory services and participant advice.

Jasmine Jordan is a financial advisor with Concorde Asset Management, LLC in San Francisco, CA, holding a Series 66 designation and seven years of industry experience. She has worked at Concorde Asset Management since 2019 and previously at Comprehensive Financial & Tax and California Pizza Kitchen. Outside of her advisory role, she is involved as a Client Relationship Manager and Registered Assistant at Sequent + Real Estate Wealth Management. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for individual, corporate, charitable, and retirement plan clients. The firm emphasizes individualized asset allocation and model-based portfolio construction, utilizing both in-house and external strategist models, and offers a range of products including alternative investments and ERISA plan services.

Susan Tackett is a financial advisor at Concorde Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SCF Investment Advisors, Inc. and H. Beck, Inc. Outside of her advisory role, she serves on the boards of Kings Art Center and CASA of Kings County, a nonprofit supporting children involved in the court system, and is active in the Rotary Club of Hanford. Concorde Asset Management serves individual, high-net-worth, 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 model-based strategies and serves as an overlay manager, with operational support from multiple technology providers and a focus on ERISA retirement-plan advisory services.

Thomas Jahncke is a CFP® with over 41 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2023. His prior experience includes seven years at Titan Securities and extensive involvement with Passco Companies, LLC, where he holds a senior leadership role and participates in real estate syndications. Outside of his advisory work, he manages family-owned assets through various LLCs, including a family cottage and mineral rights. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary portfolio management and financial planning. The firm builds tailored portfolios using asset allocation and model-based strategies, leveraging proprietary and third-party platforms, and provides a range of advisory services including ERISA retirement-plan advice.

Peter Fisher is a financial advisor at Concorde Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Inland Securities Corporation for 15 years. Fisher is a co-founder and director of Sequent Real Estate + Wealth Management, a firm focused on securitized real estate transactions and wealth management. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm builds individualized portfolios using asset allocation and model-based strategies across proprietary and third-party platforms.

Rebecca Freeman is a CFP® with 28 years of industry experience, currently serving as an advisor at Concorde Asset Management, LLC since 2015. She holds a Series 63 license and has additional involvement as an independent contractor consulting on technology processes and planned giving for a nonprofit organization. Freeman also provides insurance services through Concorde Insurance Agency. Concorde Asset Management delivers 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 uses model-based portfolio construction and individualized asset allocation, offering a range of products and fiduciary services tailored to client objectives.