Frank Kuiper is a financial advisor at Concorde Asset Management, LLC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Before joining Concorde in 2018, he worked at Independent Financial Group for seven years. Kuiper also works as a licensed insurance agent offering life and long-term care insurance since 2012. Concorde Asset Management serves a diverse client base including individuals, high-net-worth households, corporations, and retirement-plan sponsors. The firm offers discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers and wrap fee programs, utilizing model portfolios and overlay management strategies.

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.

William Morrow is a CFP® with 49 years of industry experience. He is currently with Concorde Asset Management, LLC, where he has worked since 2018. Previously, he worked at Independent Financial Group, LLC, and Financial Designs, LTD. In addition to his advisory roles, he hosts the "Financial Advisors' Weekly" radio show broadcast on KOGO AM 600 in San Diego. Concorde Asset Management serves individual, corporate, and retirement-plan clients with discretionary and non-discretionary 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, and provides ERISA retirement-plan advisory services and participant advice.