Arthur Klugh is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His work history includes roles at Goldman Sachs PFM, United Capital Financial Advisers, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. He also acts as an independent insurance agent, providing insurance advice in addition to investment services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates with 161 advisors managing approximately $9.9 billion in client assets, employing a long-term investment approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Thomas Cox is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cetera Advisor Networks LLC, United Capital (dba Goldman Sachs PFM), and Girard Securities. He also provides insurance advice based on client needs. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, combining a long-term approach with opportunistic trading.

William Cox is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, he was affiliated with Cox, Klugh & Company and PKS Investments. Cox also worked at Clemson University for nine years. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a long-term investment approach complemented by opportunistic rebalancing and trading.