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.

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. Before his advisory career, he spent nearly two decades at Marucci Sports. Concurrent Investment Advisors, LLC is a multi-team SEC-registered firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by a broad network of advisors and a range of financial planning and retirement services.

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.

Jennifer Enlow is a CFP®-certified financial advisor with 16 years of industry experience. She is currently with Concurrent Investment Advisors, LLC and Patricof Wealth, having previously worked at HighTower Advisors LLC, LourdMurray, Raymond James & Associates, and Morgan Keegan & Company, LLC. Concurrent Investment Advisors, LLC is a multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized, primarily long-term portfolios using ETFs, mutual funds, individual securities, and alternative investments, supported by a broad network of advisors and affiliated sub-advisory arrangements.

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 holds a Series 66 designation and has worked previously at Ahrens Investment Partners, LLC, U.S. Bancorp Investments, Inc., and Edward Jones. Outside of his advisory work, he is involved as a member and manager of two LLCs, 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 range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports over four million clients and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Gene Davis Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at OSAIC since 2023 and previously spent 14 years at Sagepoint Financial, Inc. In addition to his advisory role, he owns Davis Professional Services LLC, providing consulting in budget planning, forecasting analysis, tax preparation assistance, credit consulting, and accounting bookkeeping training. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios across a range of investment products, supported by multiple advisory platforms and third-party solutions.

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 designations and bringing 42 years of industry experience. He has worked at LPL Financial since 2019 and previously spent nearly a decade with FSC Securities Corporation and the FSC Agency. Outside of his advisory role, he hosts a radio show in Alexandria, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Sandra Walsh is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. She has worked at LPL Financial since 2020 and has prior experience with Red River Bank and Cetera. Walsh also operates Red River Investments Group, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Timothy Holloway is a financial advisor with OSAIC in Alexandria, Louisiana, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with OSAIC since 2014 and previously worked at FSC Securities Corporation and related entities. Outside of advising, Holloway serves on the boards of the Food Bank of Central Louisiana and the Cenla Community Action Committee and is a member of Rotary International. OSAIC Wealth, Inc. serves a diverse client base, including retail and institutional investors, through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage, advisory, and consulting services with sophisticated portfolio construction tools and access to third-party money managers.

William Whisenant is a financial advisor with Cetera, holding a Series 66 credential and three years of industry experience. His background includes service in the United States Navy for ten years and roles at LPL Financial and Oestriecher Wealth Partner. He is a board member of the Central Louisiana Chamber of Commerce, where he participates in policy setting and community advocacy. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of investment advisory services through a large network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering various portfolio management strategies and financial planning solutions.

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.

Jeremy Wester is a financial advisor with LPL Financial in Alexandria, Louisiana, holding Series 63 and Series 66 designations and having 17 years of industry experience. He previously worked at Cetera and has been affiliated with Red River Bank since 2016. He is also co-owner of J.H. WESTER, LLC, a real estate rental business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning and a range of advisory services through a large network of representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.