Richard Kyle Ourso

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.

Trey Woodrum II is a financial advisor with Independent Financial Partners, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Edward Jones from 2016 to 2023 before joining Independent Financial Partners and IFP Securities LLC. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform with over $12 billion in assets under management and provides a decentralized advisory model alongside specialized retirement-plan and pension consulting services.

John Carroll is a financial advisor with Independent Financial Partners, holding a Series 66 license and 24 years of industry experience. He has worked with IFP Securities, LLC, Independent Financial Partners, and LPL Financial. Carroll serves on multiple nonprofit and community boards in Louisiana, including roles with the Louisiana Health Care Quality Forum, Utility Restoration Committee, and local economic development authorities, and he is involved in a project to renovate a historic building in downtown Alexandria through a private investment group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a decentralized advisory model and offers a notable retirement-plan advisory capability, serving a broad client base including individuals, charitable entities, corporations, and high-net-worth clients.

Jacob Ryder is a financial advisor at Independent Financial Partners with five years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including LPL Financial and Wellspring Advisor Group, where he also serves as a financial analyst. Prior to his advisory career, he was employed at Louisiana State University at Alexandria. Independent Financial Partners is a nationwide advisory firm serving individual, charitable, corporate, and high-net-worth clients through a decentralized, multi-advisor platform. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with notable capabilities in retirement-plan advisory and pension consulting.

Peter Wright Jr. is a financial advisor with Concurrent Investment Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Hightower Advisors LLC, LourdMurray, Raymond James & Associates, and Morgan Keegan & Company, LLC. He also serves as an investment advisory consultant to OxeFit Inc. Concurrent Investment Advisors, LLC is a multi-team SEC-registered advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm emphasizes customized, primarily long-term portfolios that incorporate ETFs, mutual funds, individual securities, bonds, alternative investments, and sub-advisers, supported by a network of nearly 286 advisors serving over 13,000 clients.