Barbara Doran is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 registrations and bringing 33 years of industry experience. Her prior roles include positions at BD8 Capital Partners LLC, Spire Investment Partners, Yorkbridge Wealth Partners, Lebenthal Asset Management, and Morgan Stanley. She serves as Treasurer and chairs the finance committee of the Explorers Club, a nonprofit dedicated to field exploration and scientific inquiry, and is an emeritus trustee at Penn State University, advising on finance and academic affairs. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a broad network of advisors and integration with affiliated sub-advisers and third-party operational solutions.

Lauren Feuer is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience and a Series 65 credential. Prior to her current role, she worked at Spire Investment Partners and Marche Wealth. Outside of her advisory work, she serves as a Project Analyst for Atrium Housing, a 501(c)(3) nonprofit, assisting with applications for low-income housing tax credits and government funding. Concurrent Investment Advisors, LLC is a multi-team SEC-registered 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 extensive platform integrations and affiliated sub-advisory arrangements.