Carol Klatt is a financial advisor with Concurrent Investment Advisors, LLC in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior roles include positions at Raymond James Financial Services and Alden Capital Management. Concurrent Investment Advisors is a multi-team SEC-registered 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 sub-advisory arrangements and platform integrations.

Matthew Wigren is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior experience includes roles at Alden Capital Management, Raymond James Financial Services, and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm providing wealth and investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutional clients. The firm’s investment approach emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Laura Christofferson is a Certified Financial Planner® with 14 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has a long-standing background at Alden Capital Management and Raymond James Financial Services Advisors, Inc. 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 portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by integrated operational tools and affiliated sub-advisory arrangements.

Mitchell Weeks is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and currently in his first year in the industry. His prior work experience includes roles at Alden Capital Management, Barrett Financial Group LLC, and Equitable Advisors, LLC. Outside of finance, he has been involved with companies in the mortgage and brewing industries. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individual clients, high-net-worth families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by an affiliated sub-advisory network and integrated operational tools.