Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Lindamood Financial Group in 2025, he was a student and worked part-time at Walmart for ten years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad range of clients. The firm serves over 10,000 clients through approximately 161 advisors and manages about $9.9 billion in assets, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

David Coleman Jr. is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones for seven years. Outside of his advisory role, he is involved with Lindamood Financial Group as a financial advisor and is a registered representative at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving over 10,000 clients. The firm offers wealth management, financial planning, and retirement plan advisory services, managing about $9.9 billion in client assets with a long-term investment approach that includes diversified portfolios and opportunistic trading.

Jordan Tickle is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has four years of industry experience, including roles at Purshe Kaplan Sterling Investments and Raymond James Financial. Outside of finance, he owns and operates Jordan Tickle Photography, providing photography services for events and portraits. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Isaac Hampton is a financial consultant at Concurrent Investment Advisors, LLC with one year of industry experience. He previously worked at Northwestern Mutual and Amazon. Hampton is based in Lebanon, VA, and holds a Series 65 designation. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

Matthew Lindamood is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Raymond James Financial. Outside of his advisory role, he is involved in managing rental property through Lindamood Property Group. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing nearly $10 billion in client assets. The firm employs a long-term investment approach using diversified portfolios of ETFs, mutual funds, individual securities, and alternative investments, supported by a large network of advisors and affiliated sub-advisers.