Brittany Smith is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX. She holds a Series 66 designation and has 15 years of industry experience. Smith has worked at several firms throughout her career, including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, and other securities.

Lora Hoff is a CFP® with 27 years of experience in the financial services industry. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Investment Planners, Inc., Mass Mutual Investors Services, and Osaic FA, Inc. Hoff provides insurance advice tailored to client needs as part of her professional activities. 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 offers comprehensive wealth and investment management, financial planning, and retirement plan services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, 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 bringing 28 years of industry experience. His prior work includes ten years with Bank of America and Merrill, and he has been involved with TECS, Inc., an operating company he owns. Scheufler also mentors students in the Baylor University Professional Sales Program. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, emphasizing customized, primarily long-term portfolios using ETFs, mutual funds, and other investments supported by affiliated sub-advisers and various platform integrations.

Sa Vion Harris is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked previously at Integra Global Advisors LLC, Corient, and Intercontinental Wealth Advisors LLC. Harris is also involved with Concurrent Private Wealth, an advisory business operated under the firm's DBA. 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 wealth and investment management, financial planning, and retirement advisory services, with an investment approach focused on customized, primarily long-term portfolios utilizing ETFs, mutual funds, individual securities, bonds, and alternative investments.

David Silva is a financial advisor at Concurrent Investment Advisors, LLC with 22 years of industry experience. He has held advisory roles at firms including Raymond James Financial Services Advisors and Edward Jones. Silva is also involved with Jack Silva Holdings, a family real estate business. 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 offers wealth and investment management, financial planning, and retirement plan services, utilizing a customized investment approach that includes ETFs, mutual funds, and alternative investments.

Ashley Heineman is a financial advisor at Concurrent Investment Advisors, LLC with 2 years of industry experience. Heineman holds a Series 65 designation and previously worked at Fisher Investments, United Capital Financial Advisors, and Goldman Sachs Personal Financial Management. 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 focuses on customized, long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

John Garcia is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 66 credentials and has 20 years of industry experience, including 15 years at Edward Jones and subsequent roles at Raymond James Financial Services and PKS Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a range of operational tools and institutional relationships.

Michael Peschel is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior work includes positions at Wells Fargo Advisors and Raymond James Financial Services. Outside of advising, he is a partner in MPM Interests, LLC, a holding company, and a passive investor in a trampoline park business. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm that serves individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors managing over 13,000 clients.

John Saalfield is a financial advisor at Concurrent Investment Advisors, LLC in Dallas, TX, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at UBS Financial Services and Raymond James Financial Services. He is also the owner of Wealth Partners Alliance LLC, a business support company. Concurrent Investment Advisors 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, retirement plan advisory services, and sponsors a wrap fee program supported by a network of approximately 286 advisors.

Joshua Hoff is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds the Series 66 designation and previously spent 17 years at IPI Wealth Management and Investment Planners, Inc. Hoff also works as an independent contractor for Wealth Partners Alliance. 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.

Jerome Caulk is a financial advisor at Concurrent Investment Advisors, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wealth Partners Alliance, Ameriprise Financial Services, Merrill, and Citigroup Global Markets. In addition to his advisory work, he is the owner of Tutelas Financial, an investment-related business. 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 focuses on customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors.

David Mcbee Jr. is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His career includes over two decades at Wells Fargo and roles at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of advising, Mcbee is involved in operating MPM Interests, LLC, an entity used for partnership distribution and tax reporting within his practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

David Hoppess is a financial advisor with Concurrent Investment Advisors, LLC based in Dallas, TX. He holds a Series 63 designation and has 32 years of industry experience. His prior firms include Ameriprise Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, and Citigroup Global Markets. He is the owner of Thoppess Ventures LLC, a personal operating company for an independent contractor business. 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 wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors and utilizes a customized, primarily long-term investment approach involving ETFs, mutual funds, and other securities.

Ricardo Lima is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 65 licenses and having 25 years of industry experience. His career includes roles at firms such as Purshe Kaplan Sterling Investments, Raymond James Financial Services, UBS Financial Services, Morgan Stanley, and Citigroup Global Markets. Outside of advising, he is the owner of L5 Capital Partners, LLC, an investment vehicle focusing on private investment opportunities. 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, retirement plan advisory services, and a wrap fee program, with a focus on customized, long-term portfolios using a range of investment vehicles and supported by a network of approximately 286 advisors.

Michael Mikeska is a CFP®-certified financial advisor with 35 years of industry experience, currently with Concurrent Investment Advisors, LLC in Dallas, TX. His prior experience includes positions at Purshe Kaplan Sterling Investments and Raymond James Financial Services. He serves on the boards and finance committees of several non-profit organizations including C. C. Young, Dickinsons Place, and the YMCA of Metro Dallas Foundation. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers, supported by a network of approximately 286 advisors.

Jonathan Williams is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. His prior roles include positions at Ameriprise Financial Services and Wells Fargo Clearing. He serves as treasurer on a nonprofit board. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans with wealth management, financial planning, and retirement advisory services. The firm emphasizes customized, long-term portfolios primarily using ETFs and mutual funds, supported by affiliated sub-advisory arrangements and platform integrations.

Shikha Midha is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. She holds the Series 66 designation and has previous experience at firms including Morgan Stanley, Fidelity Brokerage Services, and Wells Fargo Bank. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages primarily long-term customized portfolios using ETFs, mutual funds, individual securities, bonds, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

William O'Rourke is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX, holding a Series 65 credential and five years of industry experience. Before joining Concurrent in 2026, he spent five years at Prime Capital Financial and has a background including roles at Optex Systems and Data Fork Digital Group, as well as legal studies and bar exam preparation. He also provides counsel on estate planning, drafting legal documents such as wills and trusts for clients through Legacy Estate Planning. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, long-term portfolios that typically include ETFs, mutual funds, individual securities, and alternative investments, supported by an extensive network of advisors and integrated operational tools.

John James II is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked at Wealth Partners Alliance and other organizations, including P2 Pathway Public Affairs and the London School of Economics. 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of approximately 286 advisors.