Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Maverick Wealth Advisors and Black Creek Group. Outside of his advisory work, Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors, LLC 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 a network of approximately 286 advisors.

Sean Morton is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Raymond James Financial and Canon City Financial Services, and he owns Maverick Wealth Advisors, where he serves as an independent contractor. 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 offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other asset types, supported by internal due diligence and platform integrations.