Chicago, IL N Wabash Ave Office

William Reap is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo, Raymond James, and Next Retirement Solutions. He is also involved as the owner of GRH Wealth Management LLC, a holding company. 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 managing about $9.9 billion in client assets, employing a long-term investment approach with customized portfolios.

Brian Gray is a financial advisor with Concurrent Investment Advisors, LLC, holding the Series 66 designation and 18 years of industry experience. He has worked at several firms including Raymond James, Wells Fargo Advisors, and Financial Strategies Group, LLP. In addition to his advisory role, he is also licensed to sell fixed/traditional insurance products. 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 across discretionary and non-discretionary mandates and employs a customized, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Mark Hofstetter is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments, Next Retirement Solutions, Raymond James Financial Services Advisors Inc., and Wells Fargo Advisors. Outside of his advisory work, he is a paid performing musician through his part-time involvement with And Beyond LLC. Concurrent Investment Advisors is an enterprise-scale firm with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm provides wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with customized portfolios across various asset classes.