Mark Rodgers is a financial advisor with Concurrent Investment Advisors, LLC based in Chicago, IL, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, BMR Retirement Group, and Raymond James Financial Services, among others. Outside of his advisory work, Rodgers is a 50% owner of Drai's 1512 LLC, which owns the office property leased to BMR Retirement Group. 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 investment portfolios using ETFs, mutual funds, and other securities, supported by extensive due diligence, strategic asset allocation, and a range of operational tools and third-party services.

Wendy Kohl is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including Raymond James Financial Services and NEXT Retirement Solutions. Outside of her main advisory roles, she is involved as a registered representative at PURSHE KAPLAN STERLING INVESTMENTS. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and a variety of investment options supported by internal due diligence and a network of approximately 286 advisors.