David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and 25 years of industry experience. His prior roles include positions at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Concurrent Investment Advisors is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with about 240 advisors and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and select individual securities.

Mandy Haskell is a CFP® with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2023. Her prior roles include positions at Wealth Partners Alliance, Raymond James, Wells Fargo, and Integrity Viking Funds. She is also the owner of Heights Wealth Management, LLC, a company that manages office space and expenses. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, 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.

Juan Casas is a CFP® professional based in Houston, TX, with one year of industry experience. He has worked at Centric Advisors, LLC and Wealth Partners Alliance before joining Concurrent Investment Advisors, LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm providing 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 a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Gary Wurl is a CFP®-credentialed financial advisor with 33 years of industry experience, currently affiliated with Concurrent Investment Advisors, LLC since 2026. He previously worked at Centric Advisors, LLC, Kovack Advisors, Inc., Kovack Securities, Inc., and has operated Financial Destiny, Inc. since 1996. In addition to his advisory role, he is licensed as an insurance agent and occasionally offers commissionable insurance products to clients. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected securities aligned with client goals and risk tolerance.

Joshua Patterson is a CFP® with 27 years of experience in the financial industry. He is currently with Concurrent Investment Advisors, LLC and Wealth Partners Alliance, having previously worked at Avidian Wealth Solutions and IMS Financial Advisors. Patterson is involved in a personal financial business structure, Patterson Financial, LP, where he serves as general partner. 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 long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Brandon Glasscock is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also a business owner of BEC Financial, a personal LLC used for tax purposes and to support his wealth management activities. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, offering customized portfolios and a variety of advisory services.

Lindsay Lambert is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney, Morgan Stanley Private Bank, RBC Capital Markets, and Purshe Kaplan Sterling. Outside of her advisory role, she is an owner of a hospitality property, the Mahogany Bay Hilton, CURIO Collection by Hilton, located in Belize. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

Patricia Peterson is a financial advisor at Concurrent Investment Advisors, LLC with 42 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she co-owns an online jewelry business, So Loved, LLC. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Dennis Lambert is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 45 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling, RBC Capital Markets, and Morgan Stanley. Outside of his advisory work, he serves as Treasurer and Finance Committee Chair on the board of the Texas Rangers Association Foundation, a nonprofit supporting active and retired Rangers and their families, and is president of Caballo Rojo Ranch, LLC, a livestock publication business. Concurrent Investment Advisors offers wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.