Concurrent Investment Advisors, LLC

Christina Cunningham is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 65 designation. She has been in the industry since 2020, previously working at Cardinal Wealth Management and First Financial Group. Concurrent Investment Advisors is an SEC-registered, multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term portfolio management using ETFs, mutual funds, and other investments, supported by a network of approximately 286 advisors serving over 13,000 clients.

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he is a member of BNI Team Builder, a networking organization focused on professional referrals, and he manages a family-owned janitorial 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 emphasizes 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.

Penny Frank is a CFP® professional with 19 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Goldman Sachs, United Capital Financial Advisers, Spire Wealth Management, and Charles Schwab. In addition to her advisory work, she is a licensed insurance agent for life, health, and annuity products. 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, long-term investment portfolios incorporating ETFs, mutual funds, individual securities, and alternative investments, supported by a comprehensive platform with affiliated sub-advisory arrangements and third-party solutions.

Staci Bennett is a CFP® with 27 years of industry experience currently serving at Concurrent Investment Advisors, LLC. She has held positions at firms including LPL Financial, Bank of America, Merrill, and Lincoln Financial Distributors. Bennett also operates Bennett Financial Partners, an investment-related business. 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 customized, primarily long-term investment portfolios utilizing ETFs, mutual funds, and other securities, supported by a network of approximately 286 advisors serving over 13,000 clients.

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.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates, Inc., SunTrust Advisory Services, and SunTrust Investment Services. Keaton is also the owner and managing director of Keaton Sams Wealth Management. 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 using a customized investment approach featuring ETFs, mutual funds, individual securities, and affiliated sub-advisory arrangements.

Zachary Colvin is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and four years of industry experience. He has worked previously at Wells Fargo Advisors and other financial firms. In addition to his advisory role, he is an associate with Center Street 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 network of approximately 286 advisors serving over 13,000 clients.

Brian Krawiec is a CFP® and ChFC® with 18 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Raymond James Financial Services and Wike Financial, LLC. He also works as an independent contractor financial planner for Potomac Financial 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 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.

Marcus Malone is a CFP® with 11 years of industry experience. He is currently with Concurrent Investment Advisors, LLC and has previously worked at Corbett Road Wealth Management and Spire Wealth Management. 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 provides wealth and investment management, financial planning, and retirement advisory services, with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Brittany Smith is a financial advisor with Concurrent Investment Advisors, LLC in Dallas, TX. She holds a Series 66 designation and has 15 years of industry experience. Smith has worked at several firms throughout her career, including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, estates, businesses, and retirement plans. The firm offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach utilizing ETFs, mutual funds, and other securities.

Lora Hoff is a CFP® with 27 years of experience in the financial services industry. She is currently with Concurrent Investment Advisors, LLC and has previously worked at firms including Investment Planners, Inc., Mass Mutual Investors Services, and Osaic FA, Inc. Hoff provides insurance advice tailored to client needs as part of her professional activities. 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 comprehensive wealth and investment management, financial planning, and retirement plan services, employing a customized, primarily long-term investment approach that includes ETFs, mutual funds, and alternative investments.

Antonino Green is a financial advisor at Concurrent Investment Advisors, LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. His prior experience includes roles at Winstone Wealth Partners, Raymond James Financial Services, Inc., and Chilton Capital 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 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 options.

David Thailing is a financial advisor with Concurrent Investment Advisors, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Avidian Wealth Solutions, Insight Wealth Strategies, Mutual Securities, Lincoln Financial Advisors, and Morgan Stanley. 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 utilizing ETFs, mutual funds, individual securities, and alternative investments, supported by affiliated sub-advisory arrangements and platform integrations.

Trevin Seskey is a financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked in financial planning roles at Benchmark Financial Advisors and Ascentis Independent Advisors. Outside of his advisory work, he has held positions in retail and automotive services. 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 investment vehicles, supported by a broad network of advisors and integrated platform solutions.

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.