Sean Foote is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Merrill and Morgan Stanley Wealth Management and Private Bank. Outside of advisory work, he owns music publishing and production ventures and serves on the board of the SUNY New Paltz Foundation, where he contributes to investment oversight. Concurrent Investment Advisors is a multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term portfolios with ETFs, mutual funds, individual securities, and alternative investments.

Stephen Welch is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill and Morgan Stanley Private Bank. Outside of his advisory work, Welch is involved in organizing events for the National Association of Plan Advisors and serves as CEO of an education technology business. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and various other investment vehicles, supported by a network of approximately 286 advisors.

Voselyn Williams Barnes is a financial advisor at Concurrent Investment Advisors, LLC with 26 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Morgan Stanley and Securian Financial Services. Barnes is also involved with Crownmark Wealth Advisors as a portfolio associate. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by extensive sub-advisory and platform integration arrangements.