Brian Heimowitz is a CFA® charterholder based in Miami, FL, with four years of industry experience. He is currently with Concurrent Investment Advisors, LLC and previously worked at Birchwood Capital Management and Crystal Capital Partners. Heimowitz also owns a consulting business associated with Birchwood Capital Management. 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 portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Krystian Moreno is a financial advisor at Concurrent Investment Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Ameriprise. Based in Miami, FL, Moreno also engages in selling life and disability insurance products to clients. Concurrent Investment Advisors 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, and other securities, supported by extensive platform integrations and affiliated sub-advisory arrangements.