Karrisa Marinez is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of financial advising, she is involved with Coffee Uniting People. 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 securities, and offers a range of wealth management, financial planning, and retirement services supported by a network of roughly 286 advisors.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered, 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, individual securities, and alternative investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

William Premock is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 27 years of industry experience with prior roles at Merrill, Morgan Stanley, and Wells Fargo Advisors. Outside of advisory work, he manages operations for a marine LLC that holds title to his charter boat. 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 advisory services, using customized long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Brian Serimian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, 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 broad network of advisors and integrated third-party solutions.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment management. 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 investment vehicles, supported by a platform that integrates affiliated sub-advisors and third-party solutions.

Thomas Houlihan is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential. He has one year of industry experience, including prior roles in hospitality and retail. 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 offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, along with comprehensive wealth management and financial planning services.

Christopher Van Horn is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and The O.N. Equity Sales Company. Outside of his advisory role, he serves on the Finance and Operations Board of New Community Church, where he advises on budget, staffing, and operational matters. 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 emphasizes customized, primarily long-term portfolios leveraging ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and integrated platform solutions.

Anthony Javarone is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at International Assets Investment Management, Morgan Stanley, and Citigroup Global Markets. He is also the managing director and owner of Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting. 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 through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach using a range of asset classes and sub-advisory arrangements.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors Financial Network. Outside of finance, he owns businesses specializing in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and alternative investments, supported by sub-advisory relationships and integrated operational tools.

Nicholas Klein is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has previously worked at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a business involved in property management and financial operations. 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, individual securities, and alternative investments, supported by internal due diligence and various operational tools.

Vanessa Quintal is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor at Concurrent Investment Advisors, LLC. She has held roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services, among others. Outside of her advisory work, she provides bookkeeping services for a psychotherapy private practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory 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 integrated operational tools and sub-advisory arrangements.

Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. 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 offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 license with two years of industry experience. Prior to joining Concurrent Investment Advisors in 2023, he was affiliated with the University of Tampa from 2018 to 2022 and worked at Scituate High School from 2013 to 2019. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves 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, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles supported by a network of approximately 286 advisors.

Michael Erbaio is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 21 years of industry experience. His career includes roles at firms such as Spire Investment Partners, Fidelity, and TIAA-CREF. 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 offers wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Monica Parish is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Tidwell-Premock-Basilone Private Wealth Management and Wells Fargo Advisors. 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 securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

Jeremy Massullo is a financial advisor at Concurrent Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors, Inc. and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm provides wealth and investment management, financial planning, and retirement plan advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Adolfo Montesa is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2014 and offers a wide range of financial services, including investment selection and retirement planning. Montesa works with a variety of company resources such as research analysts and economic and market data to help clients make informed decisions tailored to their needs. Prior to joining Merrill Lynch, he was a Financial Advisor at Wells Fargo Advisors starting in 2009, and he has held leadership roles as a Managing Principal at Hantz Financial Services and as a Vice President and Managing Principal at American Express Financial Corporation. Montesa holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned his High School Diploma/GED from Wayne State University. He is also involved with professional and community organizations including the Associate Artists of Winston Salem, High Point L.E.A.P. (Literacy Empowers All People), and Winston Salem PRIDE.

Kelly Mccloy is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo, and A.G. Edwards & Sons. Mccloy is also involved as a client services manager with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions. Concurrent Investment Advisors is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at Raymond James Financial Services, Wells Fargo Advisors, UBS Financial Services, and Legg Mason Wood Walker. He is also owner of Ennistymon, LLC, a support company that provides services to financial advisors. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, 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 with ETFs, mutual funds, and other investment vehicles.

Sladana Bukalov is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 credential and three years of industry experience. Her prior roles include positions at Blueprint Financial Group, Dunn's Financial Review, and Victoria Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team 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 long-term portfolios that typically incorporate ETFs, mutual funds, and other investment vehicles.

Phillip Krause is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Spire Investment Partners, Ringler Associates, Securities America, and Ameriprise. Outside of advisory work, he serves as an instructor at Miami Police College, providing education on pension and retirement benefits, and acts as a FINRA arbitrator and a subject matter expert consultant for the Gerson Lehrman Group. 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 offers wealth and investment management, financial planning, and retirement advisory services, utilizing primarily long-term, customized portfolios with ETFs, mutual funds, and other investment vehicles, supported by a network of approximately 286 advisors.

Richard Crowne is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 39 years of industry experience. His career includes long tenures at Wells Fargo and Raymond James, and he currently maintains leadership roles in related financial services entities. Concurrent Investment Advisors, LLC is an SEC-registered, 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 other investment vehicles, supported by affiliated sub-advisors and integrated operational tools.

Stacey Mullin is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and 25 years of industry experience. She has previously worked at firms including Raymond James Financial Services Advisors and Transamerica Financial Advisors. She is also a board member of MC Lax Inc., a nonprofit organization focused on growing lacrosse in Manatee County. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios and financial planning services supported by a network of approximately 286 advisors.

Timothy Bailey is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at several firms, including Bloomin Brands Inc, Fisher Investments, Carillon Fund Distributors, Inc., and Raymond James and Associates. 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 incorporating ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Purshe Kaplan Sterling Investments, Raymond James Financial Services Advisors, Inc., and Wells Fargo Advisors. 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 portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member for the 44 Strong Foundation, a 501(c)(3) nonprofit. 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 offers customized wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Jiles Kirkland is a financial advisor at Concurrent Investment Advisors, LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Northshore Investment Group, Raymond James, Wells Fargo Advisors, and Citigroup Global Markets. Kirkland is also involved in fixed insurance product sales. 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, individual securities, bonds, and alternative investments, supported by affiliated sub-advisory arrangements and platform integrations.

Warren Bowman is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 63 designation and bringing 42 years of industry experience. His career includes positions at Purshe Kaplan Sterling Investments and Raymond James, as well as a long tenure at Wells Fargo Advisors. He is also owner of Proactive Financial Planning, a support company unrelated to investment advisory services. Concurrent Investment Advisors is an SEC-registered 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 other investments, supported by a network of approximately 286 advisors and over 13,000 clients.

John Feast is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His previous roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Janney Montgomery Scott, and Raymond James Financial Services. Concurrent Investment Advisors, LLC is an SEC-registered 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 a range of other investments, supported by proprietary due diligence, strategic asset allocation, and integrated operational tools.

Tiahna Lilavois is a financial advisor at Concurrent Investment Advisors, LLC with Series 65 credentials and two years of industry experience. She previously held roles at Socius Family Office, Truist Bank N.A., and Wells Fargo Bank N.A. in addition to her current position. 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 provides wealth and investment management, financial planning, and retirement plan advisory services using primarily long-term, customized portfolios that include ETFs, mutual funds, and other investments.

George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley and Raymond James, as well as ownership of Cavalier Asset Management LLC. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, and retirement plans. The firm emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors.

Eduardo Augsten is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at firms including Raymond James Financial Services Advisors Inc. and Ameriprise Financial Services. Augsten is also president of Medallion Advisory, Inc., where he manages corporate accounting responsibilities. Concurrent Investment Advisors, LLC 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 investment portfolios utilizing ETFs, mutual funds, individual securities, bonds, alternatives, and independent sub-advisers, supported by a network of approximately 286 advisors serving over 13,000 clients.

Bharat Mulchandani is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include 14 years at Spire Wealth Management and extensive experience at Fairfax Mortgage Investments. He currently works part-time originating mortgage loans and has expressed interest in potentially starting his own mortgage company. Concurrent Investment Advisors, LLC is a multi-team firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios, financial planning, and retirement advisory services through a network of approximately 286 advisors.

Glenn Holmes is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has previously worked at Raymond James & Associates, JP Morgan Securities LLC, and Fidelity. Holmes is also a partner at Concurrent’s dba T7 Legacy. 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 portfolios using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Matthew Menkhaus is a financial advisor at Concurrent Investment Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Fidelity Investments and the University of Cincinnati, among other roles. Outside of advisory work, he is a partner at Moussa LLC, an e-commerce and software development business. 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 through customized, primarily long-term portfolios that may include ETFs, mutual funds, individual securities, and alternative investments.

Christopher Davitt is a CFA® charterholder and holds a Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial industry, including a long tenure at Raymond James & Associates. 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 investment vehicles, supported by a network of approximately 286 advisors.

Grace Basilone is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has worked at firms including Wells Fargo Advisors, Morgan Stanley Smith Barney, and Merrill. She has been associated with Concurrent Investment Advisors since 2023 and previously worked at Tidwell-Premock-Basilone Private Wealth Management. Concurrent Investment Advisors, LLC is an SEC-registered 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 investment vehicles, supported by a broad network of advisors and sub-advisory arrangements.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including OneDigital Investment Advisors LLC, Fidelis Fiduciary Management, and LPL Financial. Concurrent Investment Advisors, LLC is an SEC-registered advisory 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 a network of approximately 286 advisors serving over 13,000 clients.

Nathan Lenz is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. He has worked with firms including Raymond James Financial and WealthShield LLC. Outside of advisory roles, he owns Makari Group LLC, an external recruiting firm. 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 offers wealth and investment management, financial planning, and retirement plan advisory services, utilizing customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and independent sub-advisers.

Steven Albritton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL. His prior experience includes roles at Wells Fargo Advisors, A.G. Edwards & Sons, and Raymond James Financial Services. He is also CEO of Stella Maris LLC, an operating company. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by integrated operational tools and sub-advisory arrangements.

David Baland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 35 years of industry experience. His prior work includes roles at Merrill, Bank of America, Morgan Stanley, and Raymond James Financial Services. He serves as a board member of the New Mexico Bio Park Society, a nonprofit organization. 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, using a primarily long-term, customized investment approach that includes ETFs, mutual funds, individual securities, bonds, and alternative investments.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. She previously worked at Raymond James Financial Services from 2002 to 2022 and currently serves as Chief Operating Officer and Chief Compliance Officer at Concurrent. Haddad is also a board member of the St. Joseph's Children's Hospital Foundation and is involved with the Women in Financial Services nonprofit organization. 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 investment vehicles, supported by a network of 286 advisors serving over 13,000 clients.

James Tidwell is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 28 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, Morgan Stanley, and Merrill. Concurrent Investment Advisors 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 securities, supported by comprehensive due diligence and integrated operational tools.

Tatiana Stratigaki is a CFP®-certified financial advisor with 24 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. Tatiana is also a licensed insurance agent. 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.