Karrisa Marinez is a financial advisor at Concurrent Investment Advisors, LLC with five years of industry experience. She holds a Series 66 designation and has previously worked at Northwestern Mutual Investment Services LLC and Fidelity Brokerage Services. Outside of her advisory role, she is involved with Coffee Uniting People. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Michael Crowne is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. His prior roles include positions at RAC Securities, Rok Financial, and Innovation I360. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities tailored to client goals and risk tolerance.

William Premock is a financial advisor at Concurrent Investment Advisors, LLC with 27 years of industry experience. He holds the Series 66 designation and has held positions at firms including Morgan Stanley and Wells Fargo Advisors. Outside of his advisory work, he manages operations for a boating LLC through which he charters his boat occasionally. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, supported by both affiliated and independent sub-advisers.

Brian Serimian is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates through customized portfolios and a long-term investment approach.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC and holds the Series 66 designation. He has five years of industry experience, including prior roles at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates and employs a long-term investment approach with customized portfolios.

Thomas Houlihan is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds a Series 65 designation and has been with the firm since 2025. Prior to joining Concurrent, he worked in various roles in hospitality and retail, including positions at Thriving Hospitality and Menswearhouse. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base, including 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 and a long-term investment approach.

Christopher Van Horn is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. His prior roles include positions at Raymond James & Associates and THE O.N. Equity Sales Company. Van Horn serves on the Finance and Investment Committee as well as the Finance and Operations Board of New Community Church, advising on budget, personnel, and operational matters. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Anthony Javarone is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at International Assets Investment Management, LLC and International Assets Advisory, LLC. Since 2016, he has been the managing director and sole owner of the Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting, which provide financial guidance and portfolio management. Concurrent Investment Advisors, LLC is a multi-office advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven investment approach that incorporates ETFs, mutual funds, individual securities, and third-party managers to align with client goals and risk tolerance.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors. Outside of finance, he owns businesses involved in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and serves over 13,000 clients with a long-term, portfolio-driven investment approach that employs ETFs, mutual funds, and selected individual securities.

Nicholas Klein is a financial advisor at Concurrent Investment Advisors, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Inc. and Raymond James Financial Services in various capacities. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a rental property management partnership. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm serves over 10,000 clients with roughly 161 advisors and manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Vanessa Quintal is a CFP® with 12 years of industry experience currently affiliated with Concurrent Investment Advisors, LLC. Her prior experience includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services. Outside of her advisory work, she serves as a bookkeeper for a private psychotherapy practice owned by her husband. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to a broad client base, including individuals, families, trusts, and businesses. The firm manages approximately $9.9 billion in client assets and employs a long-term investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jake Feldman is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds the Series 66 designation and has three years of industry experience. Prior to his current role at Concurrent, Feldman worked at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, serving over 13,000 clients with roughly $15.7 billion in assets under management across a multi-office platform.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential with two years of industry experience. Prior to joining Concurrent, he worked at the University of Tampa and Scituate High School. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, investment management, financial planning, and retirement plan advisory services, employing a long-term, customized approach that includes ETFs, mutual funds, individual securities, and alternative investments.

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 worked at firms including Tidwell-Premock-Basilone Private Wealth Management and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm employs a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities, and manages approximately $15.7 billion in assets across a multi-office platform.

Jeremy Massullo is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and nine years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services Advisors, Inc. Currently based in Tampa, FL, he has been with Concurrent Investment Advisors since 2023. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven approach using ETFs, mutual funds, and selected individual securities.

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, holding a Series 66 designation and bringing 25 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo. Mccloy is also involved with Ennistymon LLC and Concurrent Advisors DBA Family Wealth Solutions in client services management capacities. Concurrent Investment Advisors serves 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, employing a long-term investment approach with opportunistic rebalancing.

Daniel Maroney is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 22 years of industry experience. His prior work includes roles at Raymond James and Wells Fargo Advisors. He is also owner of Ennistymon, LLC, a support company related to financial advisory operations. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Richard Crowne is a financial advisor with Concurrent Investment Advisors, LLC in Bradenton, FL, holding a Series 63 designation and 38 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo, and currently serves as CEO of RAC Securities LLC, a personal business entity. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

Stacey Mullin is a financial advisor at Concurrent Investment Advisors, LLC with 24 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors and Transamerica Financial Advisors, among others. Mullin serves as a board member of MC Lax Inc., a nonprofit organization focused on growing the sport of lacrosse in Manatee County. 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 manages approximately $9.9 billion in client assets and offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a primarily long-term investment approach.

Timothy Bailey is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 designation with eight years of industry experience. His prior roles include positions at Bloomin Brands Inc, Fisher Investments, Carillon Fund Distributors, Inc., and Raymond James and Associates. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Sonia Patel is a financial advisor at Concurrent Investment Advisors, LLC with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with around 240 advisors and emphasizes a primarily long-term, portfolio-driven investment approach.

Roddrick Newhouse is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at firms including LPL Financial, Wells Fargo Advisors, and Wealth Partners Alliance. Outside of advising, he serves as a family board member of the 44 Strong Foundation, a 501(c)(3) organization, and acts as a bankruptcy trustee. 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 operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets and employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments.

Jiles Kirkland is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Raymond James and Wells Fargo Advisors. Kirkland is also involved with Northshore Investment Group as an owner and independent contractor. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach, constructing customized portfolios using a variety of asset classes and serving over 10,000 clients with approximately $9.9 billion in assets under management.

Warren Bowman is a financial advisor at Concurrent Investment Advisors, LLC with 41 years of industry experience. He holds the Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and Wells Fargo Advisors. He is also the owner of Proactive Financial Planning, a support company related to his advisory activities. Concurrent Investment Advisors provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach using ETFs, mutual funds, and other securities, serving over 10,000 clients with approximately $9.9 billion in assets under management.

John Feast is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding Series 63 and Series 65 credentials with 28 years of industry experience. His prior work includes 13 years at Wells Fargo Advisors. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets through a primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Tiahna Lilavois is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and two years of industry experience. Her prior roles include positions at Socius Family Office, Truist Bank N.A., and Wells Fargo Bank N.A. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing around $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans, employing a long-term, customized investment approach.

George Hoos is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and having 32 years of industry experience. His prior roles include positions at Morgan Stanley, Raymond James, and GLUH Investment of Sarasota LLP. He is also the owner of Cavalier Asset Management LLC. 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 operates at enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets using customized, long-term portfolio strategies.

Eduardo Augsten is an advisor at Concurrent Asset Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Ameriprise Financial Services. He is also president of Medallion Advisory, Inc., a support company involved in accounting for his S-corp. Concurrent Asset Management primarily provides investment management, OCIO, and TAMP/UMA services to other registered investment advisers and pooled investment vehicles. The firm focuses on model-based portfolio construction using ETFs, mutual funds, and select individual securities, serving mainly other advisers rather than individual retail clients.

Glenn Holmes is a financial advisor at Concurrent Investment Advisors, LLC with 18 years of industry experience. He has previously worked at JP Morgan Securities LLC and Raymond James & Associates. Holmes holds Series 63 and Series 66 licenses and is a partner at Concurrent Investment Advisors. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a customized, long-term investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Matthew Menkhaus is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Concurrent, he worked at Fidelity Investments and served as a partner at Moussa LLC, an e-commerce and software development business. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base including individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios.

Christopher Davitt is a CFA® charterholder and holds the Series 66 designation. He is currently with Concurrent Investment Advisors, LLC and has over 15 years of experience in the financial advisory industry, including a lengthy tenure at Raymond James & Associates. His work history also includes roles at Proxima Wealth Advisors LLC and Proxima Wealth Partners LLC. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Grace Basilone is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 credential and 23 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Morgan Stanley. She also operates under Tidwell-Premock-Basilone Private Wealth Management, providing investment advice to clients. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm employs a long-term investment approach with customized portfolios consisting of ETFs, mutual funds, individual securities, and alternative investments.

David Montgomery is a financial advisor at Concurrent Investment Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at OneDigital Investment Advisors, Fidelis Fiduciary Management, Independent Financial Partners, and LPL Financial. 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 using ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach combined with opportunistic rebalancing.

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 Purshe Kaplan Sterling Investments, WealthShield LLC, and I&A Consulting. Outside of his advisory role, he owns Makari Group LLC, an external recruiting firm based in St. Petersburg, FL. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, high-net-worth clients, families, trusts, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm employs a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities tailored to client goals and risk tolerance.

Steven Albritton is a CFP® professional with 25 years of industry experience, currently serving as Senior Vice President and Financial Advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial Services, and Wells Fargo Advisors. He is also CEO of Stella Maris LLC, an operating company used for tax purposes. Concurrent Investment Advisors provides wealth management, financial planning, and retirement services to individuals, families, businesses, and retirement plans. The firm serves over 10,000 clients with approximately $9.9 billion in assets under management, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

David Baland is a financial advisor at Concurrent Investment Advisors, LLC with 34 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, Raymond James Financial Services, and The Hamilton Group. Outside of his advisory work, he serves on the board of the NM Bio Park Society, a nonprofit organization. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates at enterprise scale with approximately 161 advisors managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Courtney Haddad is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has worked at Raymond James Financial Services 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 serves as social chair for Women in Financial Services. 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 operates at enterprise scale with over 160 advisors managing approximately $9.9 billion in client assets, employing a long-term, customized investment approach.

James Tidwell is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Wells Fargo Advisors, and Morgan Stanley. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, utilizing customized portfolios with a long-term investment approach.

Tatiana Stratigaki is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC since 2023. Her prior roles include positions at Goldman Sachs, Cetera Advisor Networks, United Capital, and Girard Securities. She is also a licensed insurance agent. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios combining ETFs, mutual funds, individual securities, and alternative investments with a long-term, opportunistic approach.