Steven Engelstad is a financial advisor at Concurrent Investment Advisors, LLC with 13 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial. He is also employed at Engelstad Wealth Advisors, Inc., a support company where he serves as a financial advisor. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets for individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals, risk tolerance, and tax considerations.

Feixueer Luo is a CFA® charterholder and holds a Series 66 license with four years of industry experience. Luo has worked at Concurrent Investment Advisors, LLC since 2024 and has prior experience at Raymond James Financial and Engelstad Wealth Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, 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 long-term approach with opportunistic rebalancing.

Jodi Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 25 years of industry experience. She has previously worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Engelstad serves as a board member of the Ivy Tech Foundation, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term, customized investment approach across various asset classes.