Tampa, FL Office

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.

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.

William Premock is a financial advisor with Concurrent Investment Advisors, LLC and holds a Series 66 designation. He has 27 years of industry experience with prior roles at Merrill, Morgan Stanley, and Wells Fargo Advisors. Outside of advisory work, he manages operations for a marine LLC that holds title to his charter boat. 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 advisory services, using customized long-term portfolios that incorporate ETFs, mutual funds, individual securities, and alternative investments.

Brian Serimian is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at Wells Fargo and Raymond James. He is also the owner of B. Serimian LLC, a holding company. 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 investments, supported by a broad network of advisors and integrated third-party solutions.

Matthew Sorisho is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Raymond James Financial. He is also involved with Next Retirement Solutions, a support company unrelated to investment 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 focuses on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles, supported by a platform that integrates affiliated sub-advisors and third-party solutions.

Thomas Houlihan is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 credential. He has one year of industry experience, including prior roles in hospitality and retail. 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 offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, along with comprehensive wealth management and financial planning services.

Christopher Van Horn is a financial advisor at Concurrent Investment Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates and The O.N. Equity Sales Company. Outside of his advisory role, he serves on the Finance and Operations Board of New Community Church, where he advises on budget, staffing, and operational matters. 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 leveraging ETFs, mutual funds, and other investment vehicles, supported by affiliated sub-advisers and integrated platform solutions.

Anthony Javarone is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 licenses and possessing 36 years of industry experience. His prior roles include positions at International Assets Investment Management, Morgan Stanley, and Citigroup Global Markets. He is also the managing director and owner of Javarone Group, LLC, Insight Private Wealth, and Insight Institutional Consulting. 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 through a network of approximately 286 advisors and employs a customized, primarily long-term investment approach using a range of asset classes and sub-advisory arrangements.

Stephen Bielke Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Waddell & Reed, and Wells Fargo Advisors Financial Network. Outside of finance, he owns businesses specializing in consulting services and the sales of boat docks and lifts. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, families, trusts, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios utilizing ETFs, mutual funds, and alternative investments, supported by sub-advisory relationships and integrated operational tools.

Nicholas Klein is a financial advisor with Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation and having nine years of industry experience. He has previously worked at Raymond James Financial Services and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is a co-founder of Knapp Klein Holdings, a business involved in property management and financial operations. 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, individual securities, and alternative investments, supported by internal due diligence and various operational tools.

Vanessa Quintal is a CFP® professional with 12 years of industry experience, currently serving as an investment advisor at Concurrent Investment Advisors, LLC. She has held roles at Purshe Kaplan Sterling Investments and Raymond James Financial Services, among others. Outside of her advisory work, she provides bookkeeping services for a psychotherapy private practice. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, 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 integrated operational tools and sub-advisory arrangements.

Jake Feldman is a financial advisor at Concurrent Investment Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked previously at Purshe Kaplan Sterling Investments, Ameriprise Financial Services LLC, and Morgan Stanley Smith Barney LLC. 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 offers wealth and investment management, financial planning, and retirement plan advisory services, employing a customized investment process that includes ETFs, mutual funds, individual securities, and alternative investments.

Joshua Don is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 65 license with two years of industry experience. Prior to joining Concurrent Investment Advisors in 2023, he was affiliated with the University of Tampa from 2018 to 2022 and worked at Scituate High School from 2013 to 2019. 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, focusing on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles supported by a network of approximately 286 advisors.

Michael Erbaio is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and bringing 21 years of industry experience. His career includes roles at firms such as Spire Investment Partners, Fidelity, and TIAA-CREF. 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 wealth and investment management, financial planning, and retirement plan advisory services with a focus on customized, primarily long-term portfolios using ETFs, mutual funds, and other investment vehicles.

Monica Parish is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has previously worked at firms including Tidwell-Premock-Basilone Private Wealth Management and Wells Fargo Advisors. 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, supported by a network of approximately 286 advisors serving over 13,000 clients.