Travis Shepherd

Mark Simmons is a financial advisor at Simmons Asset Management, LLC in Baton Rouge, LA, with 19 years of industry experience. He holds a Series 66 designation and has worked at B.F. Anderson since 2002. Simmons Asset Management, LLC is an independent, state-registered investment adviser that provides discretionary investment supervisory services and individual portfolio management to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm’s investment approach focuses on fundamental analysis, asset allocation, and long-term strategies tailored to each client’s objectives and risk tolerance.

Jeffry Cobb is a CFP® professional with 21 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has been affiliated with Foresters Equity Services Inc and Logical Investments since 2011. Outside of his advisory role, Cobb is involved in insurance sales, tax preparation, and provides notary services. Logical Investments offers comprehensive investment advisory and financial planning services to individual investors, business entities, and limited partners of its private pooled vehicle. The firm employs a model-driven investment approach that emphasizes hedged portfolios using fundamental and statistical analysis, momentum-programmed trading, and option-based strategies to pursue income and manage downside risk.

Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.

Anthony Rizzutto is a financial advisor with Rizzutto Financial Advisors in Baton Rouge, LA, holding the PFS™ designation and Series 66 license, and has 14 years of industry experience. He has been associated with the Rizzutto Financial Group since 2004. In addition to his advisory work, he is a practicing CPA with an active public accounting practice since 1990. Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily to individual clients, using a long-term, buy-and-hold investment approach focused on mutual funds. The firm manages client accounts on a non-discretionary basis and conducts quarterly reviews, offering tailored recommendations without wrap-fee programs.

Richard Bond is the sole advisor at Clear Net Worth, L.L.C. in Baton Rouge, LA, holding a Series 65 license with 14 years of industry experience. He has served as a director at Gulf States Holdings, Inc. since 2021 and is involved in multiple business ventures including a law firm specializing in estate planning, a real estate brokerage, and a construction company. Clear Net Worth, L.L.C. offers discretionary portfolio management and integrated financial planning primarily for individual investors, as well as trusts, LLCs, and closely held or family businesses. The firm employs fundamental analysis and macroeconomic considerations to tailor portfolios that align with clients’ income and growth objectives, tax situations, and risk tolerances.

Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.