Garner Mabry IV is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and over 27 years of industry experience. His career includes roles at firms such as Raymond James Financial Services, Wells Fargo Advisors Financial Network, and Merrill. Mabry is also a managing director of Schwartz Mabry Private Wealth Advisory, LLC. 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 investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Hannah Werling is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Legacy Private Wealth Partners, Holly Hunt Inc., and Coyote Logistics. 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, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Cooper Snowbarger is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 credential. He joined the firm in 2026 and has prior experience at Legacy Private Wealth Partners and Grand Canyon Education. 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 portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel O’Neill is a CFP® with 26 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Raymond James Financial and LPL Financial, among others. Outside of his advisory work, he owns O'Neil Financial Management, a support services business unrelated to investment advisory. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Gabriel Veve is a CFP® with eight years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. He previously worked at Epicwest Culver Wealth Advisors and Charles Schwab in various roles. Gabriel also holds a life and health insurance license and works as an insurance agent on a limited basis. 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 investment portfolios using ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors.

Todd Schwartz is a CFP® with 32 years of industry experience and is currently affiliated with Concurrent Investment Advisors, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Wells Fargo Advisors, Morgan Stanley, Citigroup Global Markets, and Merrill. He is the managing partner of Schwartz Mabry Private Wealth Advisory LLC, an operating company for his partnership. 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 offers customized wealth and investment management, financial planning, and retirement plan advisory services, employing a primarily long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Karch Schwartz is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Raymond James Financial Services and Fidelity Investments. Concurrent Investment Advisors 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 investment portfolios along with wealth management, financial planning, and retirement plan advisory services.

Andrew Graefe is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Legacy Private Wealth Partners. 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 provides customized wealth and investment management, financial planning, and retirement plan advisory services, utilizing a long-term investment approach with ETFs, mutual funds, and other asset classes.