Brittany Smith is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets.

Lora Hoff is a CFP® professional with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Investment Planners, Inc. and Ipi Wealth Management, where she worked for 18 years, as well as at Purshe Kaplan Sterling Investments. Hoff also provides insurance advice tailored to client needs. Concurrent Investment Advisors operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Garry Scheufler is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and 28 years of industry experience. His prior work includes ten years at Bank of America and Merrill. He mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term, customized investment approach across various asset classes.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and four years of industry experience. Prior to joining Concurrent in 2025, Harris worked at Integra Global Advisors LLC, Corient, Corient Services LLC, CIPW Service Company, LLC, and Intercontinental Wealth Advisors LLC. Concurrent Investment Advisors is an SEC-registered advisory firm serving 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, and manages approximately $15.7 billion in assets with about 240 advisors across multiple offices.

David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Raymond James Financial Services Advisors and Wealth Partners Alliance. Silva is also involved with Jack Silva Holdings, a family-related business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 65 credential with one year of industry experience. Prior to joining Concurrent, Ashley worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, 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 portfolio approach using a variety of investment vehicles.

John Garcia is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 15 years before joining Raymond James Financial Services and later Concurrent Investment Advisors. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets through a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Michael Peschel is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Outside of his advisory role, he is a passive investor in a trampoline park business and owns an estate planning entity. 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 assets, employing a long-term investment approach with customized portfolios.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at UBS Financial Services and Raymond James Financial Services. Saalfield is also owner of Varsity Ventures LLC and Wealth Partners Alliance LLC. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach using diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He holds a Series 66 designation and previously worked at IPI Wealth Management and Investment Planners, Inc from 2007 to 2024. Hoff also serves as an independent contractor for Wealth Partners Alliance. 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 serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios.

Jerome Caulk is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 40 years of industry experience. His prior roles include positions at Ameriprise and Ameriprise Financial Services, Inc. He is also the owner of Tutelas Financial, an investment-related business. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wells Fargo for over two decades and more recently at Raymond James Financial Services Advisors and Purshe Kaplan Sterling Investments. Mcbee is also the owner of MPM Interests, LLC, a support company for partnership distribution and tax reporting purposes. Concurrent Investment Advisors, LLC is an SEC-registered enterprise firm providing wealth management, investment management, financial planning, and retirement plan advisory services. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, managing approximately $15.7 billion in assets across a multi-office platform. Their investment approach is primarily long-term and portfolio-driven, utilizing ETFs, mutual funds, and selected securities tailored to client goals and risk tolerance.

David Hoppess is a financial advisor at Concurrent Investment Advisors, LLC with 31 years of industry experience. He holds a Series 63 designation and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he owns Thoppess Ventures LLC, a personal operating company for independent contractor business. 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 serves over 10,000 clients through a team of approximately 161 advisors and manages about $9.9 billion in client assets using customized portfolios and a long-term investment approach.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and UBS Financial Services. Outside of advising, he is a passive investor in a sushi restaurant and is involved in private investment vehicles alongside his advisory work. Concurrent Investment Advisors operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement services, employing a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Michael Mikeska is a CFP® professional with 35 years of experience in financial advising, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Clearing. He serves on the boards of several nonprofit organizations, including C.C. Young and the YMCA of Metro Dallas Foundation. 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 employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.

Jonathan Williams is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as Treasurer on the board of a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Shikha Midha is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Fidelity Brokerage Services, Morgan Stanley, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm that provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with around 240 advisors and emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

William O’rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 designation and five years of industry experience. Prior to joining Concurrent, he worked at Prime Capital Financial for five years and has a background that includes positions at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also owns Legacy Estate Planning, providing counsel and drafting legal documents related to estate planning. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

John James II is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX. He holds a Series 65 credential and has been in the industry since 2024. His prior experience includes roles at Wealth Partners Alliance, P2 Pathway Public Affairs, and the London School of Economics. 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 employs a long-term investment approach with customized portfolios and manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates.