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.

James Leatherman Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 32 years of industry experience. He has been with Primerica Advisors since 1999 and has prior experience with MassMutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, he is involved in several business ventures, including ownership of a hunting land club and a company focused on tax savings. Primerica Advisors serves a broad retail client base with a mix of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types. The firm supports a range of financial planning and consulting services and manages accounts through discretionary and non-discretionary programs with access to multiple investment vehicles.

John Carroll is a Series 66-credentialed financial advisor with Independent Financial Partners, bringing 23 years of industry experience. He has worked with IFP Securities, LLC and LPL Financial, LLC during his career. Outside of his advisory role, Carroll serves on several local boards, including the Louisiana Health Care Quality Forum as a former president, the Louisiana Utility Restoration Committee as secretary/treasurer, and participates in community development efforts in Alexandria, Louisiana, such as the Downtown Alexandria Investor Group. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving tens of thousands of clients and offers both individualized and centralized investment management options, with a noted focus on retirement-plan advisory and pension consulting services.

Jacob Ryder is a financial advisor with Independent Financial Partners, holding a Series 66 designation and five years of industry experience. He has worked at several firms, including Wellspring Advisor Group and LPL Financial, and has also served as a financial analyst at Wellspring Advisor Group. 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 a diverse client base and offers a decentralized advisory model with notable retirement-plan and pension consulting capabilities.

Justin Flynn is a financial advisor at Edward Jones with 18 years of industry experience. He has been with Edward Jones since 2007 and holds a Series 66 designation. Outside of his advisory role, he owns an S Corporation based in Pineville, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Hammer Jr. is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Andre Dobison is a financial advisor with Primerica Advisors in Cottonport, LA, holding a Series 63 designation and 36 years of industry experience. He has been associated with Primerica Advisors since 1989 and operates Dobison & Associates, LLC, which serves Primerica business purposes. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and a tiered wrap-fee structure as part of its investment approach.

Zachary Luneau is a financial advisor at Edward Jones with five years of industry experience. He previously worked at Ahrens Investment Partners, LLC and U.S. Bancorp Investments, Inc. Outside of advising, he has managed LLCs including Luneau Holdings, LLC and Luneau Real Estate Group, LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,000 financial advisors.

Gene Davis Jr. is a financial advisor at OSAIC with 25 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 14 years and has operated Davis Professional Services since 1999, providing consulting in budget planning, forecasting analysis, tax preparation assistance, credit consulting, and bookkeeping training. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a broad client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs and employs a comprehensive investment process that integrates risk-tolerance assessments with asset allocation and portfolio optimization tools.

Lori Decker is a financial advisor with Ameriprise in Alexandria, Louisiana, holding a Series 63 designation and 18 years of industry experience. She previously worked at LPL Financial for 11 years before joining Ameriprise in 2019. Outside of her advisory role, she serves on the board of directors for the YWCA. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research and modeling to provide tailored, tax-efficient withdrawal strategies. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Bart Schmolke is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 42 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nine years with FSC Agency and FSC Securities Corporation. Outside of his advisory role, he hosts a radio show with Cenla Broadcasting. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Sandra Walsh is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has worked at LPL Financial since 2020 and concurrently serves at Red River Bank since 2009, with prior experience at Cetera and Cetera Investment Services. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and charities. The firm provides a range of investment solutions supported by an in-house research team and combines advisory operations with various non-advisory financial products.

Timothy Holloway is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at OSAIC since 2014 and previously held roles with FSC Securities Corp RIA and FSC Agency. Outside of his advisory work, Holloway serves on the boards of the Food Bank of Central Louisiana and the Cenla Community Action Committee, and he is a member of Rotary International. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual investors, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms, with a network of over 6,000 advisors and approximately $200 billion in assets under management.

William Whisenant is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Cetera and also serves as a board member of the Central Louisiana Chamber of Commerce. Prior to his financial advisory career, he served in the United States Navy for ten years. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary solutions, leveraging both proprietary and third-party investment strategies.

Walter Myers Jr. is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Reinhart Foodservice for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.