Joseph D'anniballe is a CFP® professional with 35 years of experience in the financial services industry. He currently serves as an advisor with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, 1858 Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Merrill. Outside of advisory roles, he is also involved in insurance sales. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by an extensive network of advisors.

Sean Houston is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network, UBS Financial Services, and Merrill. He is also a partner at 1858 Wealth Management, an investment-related business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and alternative investments, supported by internal due diligence and sub-advisory arrangements.