Penny Frank is a CFP® professional with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Goldman Sachs, United Capital Financial Advisers, Spire Wealth Management, and Charles Schwab. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. 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, long-term investment portfolios incorporating ETFs, mutual funds, individual securities, and alternative investments, supported by a comprehensive platform with affiliated sub-advisory arrangements and third-party solutions.

David Kopp is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. His career includes roles at Kopp Wealth Management, Purshe Kaplan Sterling Investments, Spire Investment Partners, LPL Financial, Wells Fargo Advisors, Morgan Stanley, and Merrill. 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 employs a customized, primarily long-term investment approach using ETFs, mutual funds, and other securities, supported by internal due diligence, strategic asset allocation, and integrated operational tools.

Marilyn Smith is a financial advisor with Concurrent Investment Advisors, LLC in Colorado Springs, CO, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has previously worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley Smith Barney. Additionally, Marilyn serves as a state notary public. 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 focuses on customized, primarily long-term portfolios and integrates proprietary sub-advisory arrangements and third-party solutions to support its comprehensive wealth and investment management services.

Tracey Frank is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. She has worked with several firms, including Strategic Advisors, Spire Investment Partners, and Raymond James Financial Services. 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 portfolio management using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.