Eric Mize is a financial advisor at Concurrent Investment Advisors, LLC with a Series 66 designation and experience starting in 2025. Before joining the firm, he worked in various roles outside the financial industry, including positions at Kirby Corporation, Sharper Image, PETRA Industries, and Quibids LLC. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and participant advisory services. The firm manages approximately $9.9 billion in assets across discretionary and non-discretionary mandates and employs a long-term investment approach using diversified portfolios.

Nicole Mize is a financial advisor at Concurrent Investment Advisors, LLC, holding a Series 66 designation with one year of industry experience. She previously worked at Raymond James Financial Services, Inc. and has been involved with Heartland Wealth Management since 2021. Prior to her advisory roles, she spent seven years with Mustang Public Schools. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through a network of approximately 161 advisors.

John Harris is a financial advisor at Concurrent Investment Advisors, LLC in Norman, Oklahoma, with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley and Raymond James Financial. Harris also provides fixed insurance advice as part of his client services. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans through wealth management, financial planning, and investment management. The firm manages approximately $9.9 billion in client assets with a long-term, customized investment approach using a range of securities and third-party managers.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC in Norman, Oklahoma, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Morgan Stanley. He is also an owner and operator of Concurrent Investment Advisors dba Heartland Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, emphasizing a long-term investment approach with opportunistic rebalancing.