Concurrent Investment Advisors, LLC

Douglas Solorzano is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Raymond James Financial, and Wells Fargo Advisors. Outside of his advisory work, he owns a family janitorial company and participates in a civic organization focused on professional networking. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets through a long-term, customized investment approach that includes ETFs, mutual funds, and alternative investments. The firm operates at enterprise scale with 161 advisors and offers services such as wealth management, financial planning, and retirement plan advisory.

Karrisa Marinez is a financial advisor at Concurrent Investment Advisors, LLC in Tampa, FL, holding a Series 66 designation with approximately four years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Matthew Lytell, Northwestern Mutual Investment Services, and Fidelity Brokerage Services. Outside of her advisory work, she is involved with Coffee Uniting People. 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 manages approximately $15.7 billion in assets with a long-term, portfolio-driven investment approach utilizing ETFs, mutual funds, and individual securities tailored to client goals and risk tolerance.

William Keaton is a financial advisor at Concurrent Investment Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Raymond James & Associates, Inc. and SunTrust Advisory Services. Keaton also operates Keaton Sams Wealth Management as an owner and managing director. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments, employing a long-term investment approach with opportunistic rebalancing.

Zachary Colvin is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His prior roles include positions at Wells Fargo Advisors, Foreside Fund Services, and Global X ETFs. He has also worked in an associate capacity at Center Street Wealth Management. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach utilizing ETFs, mutual funds, individual securities, and alternative investments, serving over 10,000 clients with approximately $9.9 billion in assets under management.

Matthew Unger is a CFP® with 14 years of industry experience, currently serving as Vice President and Head of Centralized Wealth Advisory Services at Concurrent Investment Advisors, LLC. His prior roles include positions at Goldman Sachs and United Capital Financial Advisers, LLC. 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 through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments with a generally long-term approach.

Brittany Smith is a financial advisor at Concurrent Investment Advisors, LLC with 14 years of industry experience. She holds a Series 66 designation and has worked previously at firms including Wells Fargo Advisors and Raymond James Financial Services Advisors, Inc. 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 operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in client assets.

Lora Hoff is a CFP® professional with 27 years of industry experience, currently serving at Concurrent Investment Advisors, LLC. Her prior roles include positions at Investment Planners, Inc. and Ipi Wealth Management, where she worked for 18 years, as well as at Purshe Kaplan Sterling Investments. Hoff also provides insurance advice tailored to client needs. Concurrent Investment Advisors operates at an enterprise scale with approximately 161 advisors serving over 10,000 clients and managing about $9.9 billion in assets. The firm offers wealth management, financial planning, and retirement advisory services, employing a long-term investment approach with diversified portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Joseph D'anniballe 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, 1858 Wealth Management, Danniballe Houston, LLC, and Wells Fargo Advisors. He is also involved in insurance sales as an agent outside of his investment advisory activities. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments, supported by a large advisor network managing nearly $10 billion in client assets.

Paul Guerra is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at WealthSource Partners, Livingston Group Asset Management, LPL Financial, and Wells Fargo Advisors Financial Network. Guerra is also the owner of Brookshire Wealth Management, through which he conducts advisory services. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad client base, including 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 an enterprise of approximately 161 advisors.

Diane Bonner is a CFP® professional with 22 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and has previously worked with Arky & Miller Financial Group, LLC, and Cambridge Investment Research. Bonner is also a partner in Arky & Miller Financial Group. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets across discretionary and non-discretionary mandates. The firm employs a long-term investment approach utilizing ETFs, mutual funds, and other securities, while offering customized portfolio management and various advisory services.

Jack Cooper is a financial advisor at Concurrent Investment Advisors, LLC with a Series 65 designation and one year of industry experience. Prior to joining Concurrent and Lindamood Financial Group in 2025, he was a student and worked part-time at Walmart for ten years. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to a broad range of clients. The firm serves over 10,000 clients through approximately 161 advisors and manages about $9.9 billion in assets, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Brittany Bailey is a financial advisor at Concurrent Investment Advisors, LLC with seven years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates Inc, BB&T Scott & Stringfellow, and SunTrust Investment Services. Bailey is also a registered client associate with Keaton and Sams Wealth Management and performs administrative duties related to client servicing at Purshe Kaplan Sterling Investments. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a long-term investment approach with customized portfolios and serves over 10,000 clients through a network of approximately 161 advisors.

Nicholas Hamilton is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investment Company, Raymond James Financial Services, Inc., and Morgan Stanley. Outside of his advisory role, he owns and manages administrative operations for HG & CA, LLC and The Hamilton Group, entities associated with his advisory work. 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 through customized portfolios and a long-term investment approach.

Austin Head is a financial advisor at Concurrent Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Raymond James Financial Services. Based in Fairbanks, AK, he also provides insurance advice as part of his client services. Concurrent Investment Advisors offers wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through a customizable, long-term investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Kelly Rodriguez is a financial advisor with Concurrent Investment Advisors, LLC, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Raymond James Financial Services, Goldman Sachs, and United Capital Financial Advisers. Rodriguez is also a licensed agent for fixed insurance products. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement 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 serving over 10,000 clients and managing about $9.9 billion in client assets, using customized portfolios and a generally long-term investment approach.