Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

William R

Series 66

Chicago, IL

Concurrent Investment Advisors, LLC

William Reap is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His career includes roles at PKS Investments, Raymond James, Wells Fargo, and Wachovia Securities. He is also involved as an owner of GRH Wealth Mgmt LLC, a holding company. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

Wealth management Founder/Business Owner
user avatar
firm logo

Brian G

Series 66

Chicago, IL

Concurrent Investment Advisors, LLC

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. He has previously worked at firms including Purshe Kaplan Sterling Investments, Financial Strategies Group, LLP, Next Retirement Solutions, Raymond James, Wells Fargo, and A. G. Edwards & Sons. Gray is also an insurance agent involved in the sale of fixed and traditional insurance products. 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 wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios that utilize ETFs, mutual funds, and other investment vehicles.

Wealth management Founder/Business Owner
user avatar
firm logo

Mark H

CFP®, Series 63, Series 66

Chicago, IL

Concurrent Investment Advisors, LLC

Mark Hofstetter is a Certified Financial Planner (CFP®) with 36 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services, Wells Fargo Advisors, and A. G. Edwards & Sons. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, 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 approximately 286 advisors.

Wealth management Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)