Eric Mize is a financial advisor with Concurrent Investment Advisors, LLC in Norman, OK. He holds a Series 66 designation and has one year of industry experience. Prior to joining Concurrent, he gained work experience at Kirby Corporation / United Engines, Sharper Image, PETRA Industries, and Quibids LLC. 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 offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Nicole Mize is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and two years of industry experience. She previously worked at Raymond James Financial Services, Inc. and has been associated with Heartland Wealth Management since 2021. Prior to her financial advisory roles, she spent seven years with Mustang Public Schools. 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 portfolios using ETFs, mutual funds, and other investments, supported by integrated operational tools and affiliated sub-advisory arrangements.

John Harris is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and with 38 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, Morgan Stanley, and Edward Jones. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement advisory services, focusing on customized, primarily long-term portfolios utilizing ETFs, mutual funds, and other investment vehicles.

Mark Johnson is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Morgan Stanley, and Edward Jones. 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 due diligence and operational tools.