Steven Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 13 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial, and is also an employee of Engelstad Wealth Advisors, Inc., a support company related to his advisory activities. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

Feixueer Luo is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2024. Prior to this, Luo worked at Raymond James Financial Services Advisors, Inc. and Engelstad Wealth Advisors. Luo is also involved with Engelstad Wealth Advisors in a wealth management support capacity. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jodi Engelstad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Her career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, and Edward Jones. Outside of her advisory work, she serves as a board director for the Ivy Tech Foundation, a nonprofit organization. Concurrent Investment Advisors is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized long-term portfolios that often incorporate ETFs, mutual funds, and independent sub-advisers.