Charlotte, NC Office

Joseph Calhoun is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Nine Bridge Financial Partners in 2026, he worked for Wells Fargo Advisors Financial Network LLC from 2022 to 2026 and has held positions across various sectors including insurance and education. 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 investment portfolios and offers a range of wealth management and financial planning services supported by a network of approximately 286 advisors.

Eugenio Rizzo is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. His prior experience includes roles at Nine Bridge Financial Partners and Wells Fargo Advisors. 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 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.

Michael Proud is a CFP® with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. He has prior experience with Wells Fargo Advisors and Wells Fargo Clearing, and is also a co-owner of Nine Bridge Financial Partners LLC, an investment-related business. 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 emphasizes customized, primarily long-term portfolios using ETFs, mutual funds, and other securities, supported by affiliated sub-advisory arrangements and integrated platform solutions.

Edwin Shields Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and bringing 20 years of industry experience. He has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Shields is also a part owner of Nine Bridge Financial Partners, where he dedicates significant time alongside his role at Concurrent. 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 a variety of investment vehicles and integrates affiliated sub-advisory arrangements and third-party solutions to support comprehensive wealth management.

Kenneth Calhoun is a financial advisor at Concurrent Investment Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network and Wells Fargo Clearing Services. Outside of advising, he owns and operates Basswood Creek Farms, an agricultural business in Gastonia, NC. Concurrent Investment Advisors, LLC is an 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 utilizing a range of investment vehicles and offers wealth management, financial planning, and retirement advisory services through a network of approximately 286 advisors.