Scottsdale, AZ Office

Ryan Reming is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Elite Wealth Advisors, where he serves as president. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through approximately 161 advisors.

Kayla Mayoral is a CFP® with nine years of industry experience, currently serving at Concurrent Investment Advisors, LLC since 2024. She has previously worked with Raymond James Financial Services Advisors and Mekosh Financial. Outside of her advisory roles, she is involved with Baldini Investment Strategies, where she handles administrative and client-related duties. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, and businesses. The firm emphasizes a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities tailored to client objectives and risk profiles.

Denise Mcguire is a CFP® professional with eight years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior experience includes roles at Raymond James Financial Services and Well On Your Way. She is also involved with The Wealth Stewards, where she serves as a Practice Manager overseeing staff and managing client relationships. 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 emphasizes a long-term, portfolio-driven investment approach focused on aligning portfolios with client goals, risk tolerance, and tax considerations.

Jeffrey Breese is a financial advisor with Concurrent Investment Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Raymond James Financial Services and ownership of Flores Wealth Management. He is also active as an agent providing fixed insurance advice. Concurrent Investment Advisors is an enterprise firm with 161 advisors serving over 10,000 clients and managing approximately $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, using a long-term, customized investment approach that includes ETFs, mutual funds, individual securities, and alternative investments.

Brent Mekosh is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC in Scottsdale, AZ. His prior experience includes over 15 years at Raymond James Financial Service Advisors and ownership of Mekosh Financial Services, where he manages internal operations and compliance. Concurrent Investment Advisors is an enterprise firm with approximately 161 advisors serving more than 10,000 clients. The firm offers wealth management, investment management, and financial planning services, utilizing customized portfolios with ETFs, mutual funds, individual securities, and alternative investments, generally following a long-term investment approach.

Casey Kleiner is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Concurrent Investment Advisors, LLC and The Wealth Stewards, having previously worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. Early in his career, he held roles at Pathway Arizona Realty, Scrapbook.com, and Arizona State University. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets with a primarily long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and selected individual securities.

Cyrus Baravati is a CFP® with 13 years of experience in the financial services industry. He currently serves at Concurrent Investment Advisors, LLC and The Wealth Stewards, where he holds the role of Wealth Strategist. His prior experience includes roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc. Concurrent Investment Advisors, LLC is an SEC-registered enterprise advisory firm managing approximately $15.7 billion in assets. The firm serves individuals, high-net-worth clients, families, trusts, businesses, and retirement plans, utilizing a primarily long-term, portfolio-driven investment approach with a range of investment vehicles and third-party platforms.