Jeffrey Falke

Arthur Klugh is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Concurrent Investment Advisors, LLC. His work history includes roles at Goldman Sachs PFM, United Capital Financial Advisers, Cetera Advisor Networks, and Purshe Kaplan Sterling Investments. He also acts as an independent insurance agent, providing insurance advice in addition to investment services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm operates with 161 advisors managing approximately $9.9 billion in client assets, employing a long-term investment approach with diversified portfolios including ETFs, mutual funds, individual securities, and alternative investments.

Joseph Benson is a financial advisor with United Capital Financial Advisors in Anderson, SC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Goldman Sachs Personal Financial Management and Lion Street Financial. He has experience in both investment management and financial planning. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management with customizable models and offers ancillary services such as 1031 exchange introductions and ESG-focused strategies.

Russell Beasley is a financial advisor at Creative Financial Designs, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Creative Financial Designs since 2017. In addition to his advisory role, Beasley teaches math at Foothills Charter School and operates a tax preparation service. Creative Financial Designs serves individual, charitable, corporate, and retirement plan clients through discretionary and non-discretionary investment management and financial planning. The firm utilizes asset-class model allocations informed by third-party research and offers a range of investment strategies, including Biblical Responsible Investing options.

William Cox is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Concurrent, he was affiliated with Cox, Klugh & Company and PKS Investments. Cox also worked at Clemson University for nine years. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets. The firm offers customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a long-term investment approach complemented by opportunistic rebalancing and trading.

Thomas Mcdonald is a financial advisor at United Capital Financial Advisors with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. In addition to his advisory role, he manages a commercial office building in Anderson, SC. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutional clients. The firm employs discretionary portfolio management using asset-allocation models and offers customized strategies including ESG and faith-based options, supported by proprietary technology and a range of affiliated services.

Liliya Gubceac is a financial advisor with Summit Wealth Group, holding Series 65 and Series 66 designations and 18 years of industry experience. She has worked at Summit Wealth Group and Commonwealth Financial Network since 2006 in various capacities. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on clients’ financial profiles and goals, using a range of analytical approaches and frequently implementing strategies through third-party money managers.