Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at firms including Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as treasurer of the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC provides wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, managing approximately $15.7 billion in assets across a multi-office platform.

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, 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, employing a primarily long-term investment approach.