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.

Geraldine Cook is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. She previously worked at Franklin Templeton Financial Services Corp. and its affiliated entities before joining Transamerica in 2021. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education, utilizing Morningstar Investment Management’s proprietary software and model portfolios for asset allocation and retirement guidance.

Adam Meshey is a Series 66 registered advisor with Truist Advisory Services, based in Tampa, FL. He has one year of industry experience, including roles at Truist Investment Services, Bank of America, and Merrill. Prior to his financial advisory career, he was involved with More Homes LLC and worked at Lucky Brand. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary manager relationships with third-party platform support and uses AI-enabled tools to supplement traditional research in its investment process.

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.

John Wade is a CFP® professional with 25 years of experience in the financial services industry. He currently works at Oppenheimer, where he has been since 2022. His prior experience includes roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and UBS Financial Services. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers various programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both discretionary and non-discretionary management approaches.

Indira Cozine is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and seven years of industry experience. She has been with Hornor, Townsend & Kent since 2019 and is also affiliated with Penn Mutual Life Insurance Company. Outside of her advisory role, Cozine serves on the board of a nonprofit organization, I&I International, which provides educational services to underserved populations, and she owns Sunshine Sistas, LLC, a company that organizes wellness and educational events for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing approximately $8.37 billion in discretionary assets and providing tailored investment strategies through a network of advisers and third-party asset managers.

Michael Sullivan is a financial advisor with Principal Financial Services in Tampa, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. He previously worked at Mass Mutual Investors Services and Coastal Wealth & Mass Mutual. Sullivan is also involved in the sales of fixed life insurance and annuities through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money managers under various advisory and promoter arrangements.

Brock Himan is a financial advisor with Truist Advisory Services in Saint Petersburg, FL, holding Series 63 and Series 65 licenses and having 32 years of industry experience. His prior firms include Merrill, UBS Financial Services, and BB&T Securities. He serves as a board member for Truth In Nature, a Christian youth program based in Charlotte, NC. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Karyn Talarico is a CFP® with 24 years of industry experience, currently advising at Truist Advisory Services since 2021. Her prior experience includes roles at Suntrust Bank, BB&T, and affiliated investment services firms over more than a decade. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager-selection programs, implementing advice through a combination of discretionary and non-discretionary strategies supported by integrated inter-affiliate resources.

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.

Jean Rullier is a Series 66-licensed financial advisor with Truist Advisory Services in Tampa, FL, and has two years of industry experience. His prior roles include positions at Wells Fargo and Truist Bank. Outside of his advisory work, he has contracted with Carvertise Inc., a car advertising company, driving a wrapped vehicle as part of an advertising agreement. Truist Advisory Services provides investment consulting and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, integrating services across affiliated entities.

Charmaine Earlington Wong is a financial advisor with Truist Advisory Services, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. She has worked with SunTrust Advisory Services LLC, SunTrust Investment Services, Inc., and SunTrust Bank since 2015. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers services including asset allocation, investment policy analysis, plan sponsor fiduciary support, and a manager-selection program, utilizing a blend of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools.

Jordan Giranda is a financial advisor at Corient with a Series 65 designation and two years of industry experience. Prior to joining Corient, he held roles at EY/Tapfin and Uber. Corient provides investment advisory and financial planning services to a diverse client base that includes individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that incorporates both in-house strategies and third-party manager solutions, supported by continuous portfolio monitoring and risk management tools.

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.

Donald Dupont Jr. is a CFP® professional with 19 years of industry experience. He is currently an advisor at Schwab Wealth Advisory, where he has worked since 2022, and has held several roles at Charles Schwab and USAA over the past 16 years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program, using asset-allocation models and internal research tools while executing trades only with client authorization.

Donald Weis is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. His prior roles include positions at Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. He is also involved in insurance brokerage activities through 1847Financial, specializing in insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services and employs third-party asset manager relationships within a dual-registered SEC adviser and FINRA broker-dealer framework.

Janet Spector is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, having worked at NYLife Securities LLC and New York Life Insurance Company since 1986. Her other business activities include brokering non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

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.