Kyle Roeske is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Before joining Concurrent in 2025, he worked at TailorMade Wealth Counsel from 2024. He has an academic background including studies at Texas Christian University. Concurrent Investment Advisors, LLC is an SEC-registered enterprise 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, managing approximately $15.7 billion in assets across a multi-office platform.

Keith Huberman is a CFP® professional with 28 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. His prior roles include positions at Oakwood Capital Securities, Raymond James Financial Services, and The Leaders Group Inc., among others. He is also involved in leadership roles within TailorMade Financial entities and serves as Vice President for TailorMade Wealth Counsel. 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 across a multi-office platform and employs a primarily long-term, portfolio-driven investment approach tailored to client goals and risk tolerance.

Bradley Roeske is a financial advisor with Concurrent Investment Advisors, LLC in The Woodlands, TX, holding Series 65 and Series 63 licenses with one year of industry experience. He has worked at Concurrent Investment Advisors and Tailormade Wealth Counsel since 2024. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement plan services to individuals, families, trusts, and businesses. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and individual securities.

Daniel Roeske is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Oakwood Capital Securities, Purshe Kaplan Sterling Investments, Raymond James Financial Services, and The Leaders Group Inc. He is involved with several closely related entities, including serving as president of TailorMade Wealth Counsel. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm that provides wealth management, investment management, and financial planning services to individuals, 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, managing approximately $15.7 billion in assets across a large multi-office platform.

Gavin Baxter is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked in education at the University of Oklahoma and two high schools. He also serves as Divisional Vice President at TailorMade Wealth Counsel, an affiliated advisory business. Concurrent Investment Advisors is an enterprise-scale firm serving individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets using customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, with a generally long-term investment approach.