John Sumner III is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Concurrent Investment Advisors, LLC and Carteret Private Wealth. His prior experience includes roles at Raymond James & Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He serves as a finance and investment committee member for St Helena's Anglican Church in Beaufort, SC. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, 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 a network of approximately 286 advisors managing over 13,000 clients.

Harriet Bruce is a Series 66-licensed financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. Her prior roles include positions at Raymond James & Associates and Wells Fargo Clearing. She serves as Treasurer for a nonprofit philanthropic education organization based in Beaufort, SC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory 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 a broad network of advisors and affiliated sub-advisory arrangements.

William Tumlin is a financial advisor at Concurrent Investment Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James and Associates, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Tumlin serves on the finance and investment committee of First Presbyterian Church in Beaufort, SC. Concurrent Investment Advisors is an SEC-registered multi-team advisory firm providing wealth and investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a large network of advisors and sub-advisory arrangements.