CONCURRENT ADVISORS, LLC
TAMPA, FLORIDA

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Mike Hlavek is a founder and managing director of the Winter Park Wealth Group, overseeing the business operations of the firm. As a Financial Advisor Mike enjoys helping his clients with the important financial matters in their lives. His goal is to help his clients set realistic financial goals and have a full understanding of their total financial lives. He has deep ties to both Winter Park and the financial services industry. Earlier in his life, Mike served as an analyst for the Consulting Group division of Smith Barney in Atlanta, where he was responsible for money manager research and analysis, asset allocation and quarterly monitoring for institutional clients. Mike graduated from Winter Park High School and earned a bachelor’s degree in international business and marketing with a minor in economics from Flagler College. With more than 18 years in the financial services industry, Garner offers much experience to help clients pursue their financial goals. He specializes in serving select families and businesses with risk management, customized investment management and comprehensive financial planning – all with personalized customer service that’s focused on their individual needs. Knowledgeable and reliable, Garner finds great fulfillment in helping our clients strategically pursue their personal and financial aspirations.  “With an in-depth understanding of our clients and their risk tolerance, we are committed to helping them realize their personal, professional and financial goals,” says Garner. In 2017, Garner and the Schwartz Mabry team affiliated with Raymond James as an independent practice. “Raymond James offers the culture, resources and mentality to help us serve the best interests of our clients,” says Garner. KEVIN McFARLAND is a partner at NEXT Retirement Solutions and has worked at the firm since 1999. Highly organized and analytical, he oversees and manages the daily operations of the practice. He derives his motivation daily from the team’s mantra – to help clients “retire their way.” , Kevin is highly experienced in creating, implementing and maintaining retirement plans for businesses, including defined contribution plans, 401(k) plans and nonprofit and government plans. He is knowledgeable in plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues. Bob Milligan is the Managing Partner and Founder of 1792 Wealth Advisors where he is responsible for business development, client service and operations and for his wealth management practice.  Bob has extensive experience in the financial services industry, having held several senior-level roles in branch management, client relationship management and investment management, most recently as Senior Vice President, Branch Manager at Morgan Stanley Smith Barney.  Prior to his role at Morgan Stanley, Bob was a Vice President, Investment Strategist with Wachovia Wealth Management in the Northern New Jersey/New York Metro market.  In this role he had investment oversight and portfolio management responsibilities and was responsible for new business development for the region.  Mr. Milligan has significant expertise in working with high net worth and ultra-high net worth individuals, families, mid to small institutions and their advisors.  He is a highly sophisticated investment professional with a breadth of experience in investment policy and asset allocation development and monitoring; asset management; trust and estate planning; concentrated stock hedging and diversification strategies; philanthropic planning; insurance planning; and lending and liability management.  Mr. Milligan is a dynamic leader and team player who is often the central point of contact bringing together the client, their advisors, the firm’s intellectual capital and management to deliver complex, comprehensive wealth management client solutions.  Mr. Milligan is also a professionally trained philanthropic auctioneer who specializes in calling live benefit and charity auctions.  Bob has worked with many of the leading non-profit and philanthropic organizations in New York and New Jersey as the auctioneer for their major benefit events.  This voluntary service has created a tremendous value to the organizations he serves and consistently helps these organizations maximize their fund raising efforts.  This unique philanthropy creates a natural market for providing wealth management services to the non-profit clients he serves and the donors who support those organizations. PAUL NEUNER established NRS more than two decades ago, and its professionals are dedicated to helping people “Retire their way” and working with institutions to meet the many challenges of creating and running a successful retirement plan. As partner and managing director, his goal for his clients remains the same to this day – for participants to have a retirement plan so they can be fully prepared for life’s major milestones.