Michael Upton

Susan Broussard is a financial advisor at Cooper, Clay Stephen with a Series 65 designation and two years of industry experience. Her prior work includes roles at Main Street Advisors, LLC and Clay S. Cooper, as well as over two decades at CLECO Corporate Holdings LLC. Outside of her advisory work, she is a member of Bayou Garden Growers LLC, a wholesale tree nursery. Cooper, Clay Stephen is a small advisory firm serving individuals, pension plans, trusts, estates, and businesses, managing about $98 million across 126 clients. The firm employs a mix of fundamental and technical analysis for tailored investment strategies, primarily managing assets on a non-discretionary basis with client consultation before trades.

Clay Cooper is a ChFC® credentialed financial advisor with 14 years of industry experience. He is currently with Main Street Advisors LLC and has managed his own registered investment advisory firm since 1997. Outside of his advisory work, he is involved in several business activities including ownership and management roles in timber growing and mobile home park operations. Main Street Advisors LLC provides tailored investment management and occasional consulting services to individuals, trusts, pension, and corporate clients. The firm uses a variety of analytical methods to build and monitor portfolios and offers both discretionary and non-discretionary management.

Richard Ourso is a Series 65-licensed financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. Prior to joining Concurrent, he worked at Acumen Co and Hightower Advisors and spent nearly two decades at Marucci Sports. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans with wealth management, investment management, financial planning, and participant advisory services. The firm uses a long-term approach to build customized portfolios across a range of investment vehicles and manages approximately $9.9 billion in client assets through a network of 161 advisors.

Peter Wright Jr. is a financial advisor at Concurrent Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Hightower Advisors LLC and LourdMurray. He also serves as an investment advisory consultant for OxeFit Inc. Concurrent Investment Advisors provides wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets across discretionary and non-discretionary mandates, employing a long-term investment approach with customized portfolios that include ETFs, mutual funds, individual securities, and alternative investments.

Jennifer Enlow is a CFP® with 15 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and Patricof Wealth, having previously worked at HighTower Advisors LLC and LourdMurray. Concurrent Investment Advisors serves individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $9.9 billion in client assets with a team of 161 advisors. The firm provides customized portfolio management using a mix of ETFs, mutual funds, individual securities, and alternative investments, generally following a long-term investment approach.

Trey Woodrum II is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Independent Financial Partners and IFP Securities LLC since 2023, following seven years at Edward Jones and five years at Industrial Safety Solutions, LLC. He is also involved with Wellspring Advisor Group as a wealth advisor focused on client relationships. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving tens of thousands of clients, offering both individualized investment strategies and centralized asset management options, with a notable focus on formal retirement-plan advisory and pension consulting services.