Zachary Bollinger

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 financial advisor at Concurrent Investment Advisors, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Acumen Co and Hightower Advisors. Prior to his career in finance, he spent 19 years at Marucci Sports. Concurrent Investment Advisors, LLC is an SEC-registered firm providing wealth management, investment management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets across a multi-office platform and employs a long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

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 is an SEC-registered firm that provides 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 primarily long-term, portfolio-driven investment approach using ETFs, mutual funds, and selected individual securities.

Jennifer Enlow is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Concurrent Investment Advisors, LLC. Her prior experience includes roles at Patricof Wealth, HighTower Advisors LLC, and LourdMurray. Concurrent Investment Advisors, LLC is an SEC-registered advisory firm providing wealth management, investment management, financial planning, and retirement services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $15.7 billion in assets and emphasizes a long-term, portfolio-driven investment approach tailored to client goals, risk tolerance, and tax considerations.

Trey Woodrum II is a financial advisor at Independent Financial Partners with 10 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for seven years. Outside his primary role, he is involved with Wellspring Advisor Group as a wealth advisor focusing on client relationships. Independent Financial Partners operates a nationwide network of independent Investment Adviser Representatives, providing investment advisory, financial planning, trust, and retirement-plan services. The firm manages over $12 billion in assets and offers both decentralized individual investment strategies and centralized asset management options, with a notable focus on retirement-plan advisory and pension consulting.