As founder and CEO of Concurrent Investment Advisors, Nate Lenz has emerged as one of the wealth management industry's leading voices on advisor ownership, succession, artificial intelligence, and the future of independent advisory firms. Over the past 18 months, he has shaped industry conversations through national podcasts, conference stages, executive interviews, and published thought leadership, consistently advocating for a model that allows advisors to scale their businesses while preserving ownership, culture, and long-term enterprise value. Those ideas have been validated through Concurrent's exceptional growth and innovation, including the launch of RIA Capital Partners, deployment of the firm's proprietary APEX AI platform, and expansion into institutional retirement consulting. Under Lenz's leadership, Concurrent has grown to more than $37 billion in combined assets under management and administration while helping redefine what an advisor-first partnership model can look like.