Jackson Ross is an advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at Ross Security Consultants, Inc., Cornerstone Private Wealth Partners, Ross Quantitative Trading LLC, and UBS, as well as experience outside the financial sector at Domino's. He is also involved with Ross Security Consultants, Inc. and Ross Quantitative Trading LLC, ventures outside traditional advisory activities. 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 investment portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Gregory Gottlieb is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Concurrent Investment Advisors, LLC and its affiliate Cornerstone Private Wealth Partners. Prior to this, he worked at UBS Financial Services and has experience in the hospitality sector with Highgate Hotels, Equinox Hotels, and Wynn Las Vegas. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services, utilizing customized, primarily long-term portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Brett Hina is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His previous roles include long tenures at UBS Financial Services Inc. and Citigroup Global Markets. Outside of advising, he teaches a college course at Stockton University and serves on the board of The Starting Point, a nonprofit focused on addiction recovery and mental wellness. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and alternative investments, supported by a network of approximately 286 advisors.

Lisa Ruela is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 11 years of industry experience. Her prior work includes a 21-year tenure at UBS Financial Services before joining Concurrent and Purshe Kaplan Sterling Investments in 2025. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by extensive platform integrations and affiliated sub-advisory arrangements.

Daniel Lesneski is a CFP® with 16 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and Purshe Kaplan Sterling, having previously worked at UBS Financial Services and Morgan Stanley. Concurrent Investment Advisors, LLC is a 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 investment vehicles, supported by a network of approximately 286 advisors serving over 13,000 clients.

Brandon Hina is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Cornerstone Private Wealth and Affiliated Distributors, as well as an internship at UBS Financial Services. Concurrent Investment Advisors 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 may include individual securities and alternative investments, supported by a network of approximately 286 advisors.