Robert Ferris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 registrations and possessing 16 years of industry experience. His career includes roles at Tota Vita Financial Associates, Spire Investments Partners, Cabot Lodge Securities LLC, and Sorge CPA & Business Advisors. Ferris also performs administrative and advisory functions for Spire Wealth Management and operates under the DBA Tota Vita Financial Associates. 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, and supports its clients with a range of financial planning and retirement advisory services.

Darren Port is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Spire Wealth Management, among others. Outside of advisory work, he is involved in non-securities insurance sales through DCP Wealth Managers and provides business consulting focused on development and community connections. Concurrent Investment Advisors, LLC is a multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management services, financial planning, and retirement plan advisory, employing a customized, long-term investment approach with ETFs, mutual funds, and other securities supported by affiliated sub-advisory arrangements and integrated platform solutions.