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.

Teddy Theriot is a financial advisor at Belle River Capital Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Theriot Walston Inc. for 10 years before joining his current firm in 2023. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, including pension and profit-sharing plans. The firm customizes advisory services to clients’ investment objectives, combining fundamental and technical analysis with third-party research, and offers a wrap fee program alongside institutional client services.

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.

Willie Warrington is the sole advisor at 3 Rd Street Capital Management L.L.C. in Baton Rouge, LA, holding Series 63 and Series 65 designations with 25 years of industry experience. He has led the firm since its founding in 2012. 3 Rd Street Capital Management provides discretionary investment management and advisory services to a range of clients including individuals, trusts, businesses, charitable organizations, and institutional investors. The firm emphasizes fixed-income strategies grounded in fundamental analysis, employs a variety of securities, and uses tactical tools such as options and short sales within conservative bond mandates.

Bradley Rinaudo is the sole advisor at Rinaudo Capital, LLC, an independent registered investment adviser based in Baton Rouge, LA. He holds the CFA® designation and Series 65 license, with 11 years of industry experience. Since founding Rinaudo Capital in 2014, he has focused on discretionary portfolio management for a select group of clients. Rinaudo Capital provides portfolio management services to individual and institutional clients, managing approximately $4.16 million in assets. The firm combines fundamental and technical analysis with modern portfolio theory, employing both long- and short-term trading strategies, including the use of margin and leverage, and maintains client accounts custodied at Interactive Brokers.

Chad Lefebvre is a financial advisor at Ironwood Investment Advisers, LLC with 12 years of industry experience. He holds a Series 65 designation and has been with Ironwood Investment Advisers since 2018. Prior to that, he worked at TWRU for 11 years. Ironwood Investment Advisers provides ongoing portfolio management to individual and high-net-worth clients, as well as advisory services for tax-qualified retirement plans and non-qualified deferred compensation arrangements. The firm employs a multi-method investment approach and offers customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.

Charles Jantzi is a CFP® professional with 22 years of industry experience, currently serving as the sole advisor at Synergy Wealth Advisors, LLC in Baton Rouge, LA. He has been a partner at Stoneridge Partners since 2016, providing consulting services in mergers and acquisitions within the home health, home care, and hospice sectors. Additionally, Mr. Jantzi is a licensed insurance agent and occasionally offers insurance products to clients. Synergy Wealth Advisors serves individual and high-net-worth clients with investment supervisory services and financial planning. The firm employs fundamental, technical, and cyclical analysis with both long- and short-term trading strategies, managing accounts on a non-discretionary basis aligned with each client’s risk tolerance.

Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.

Michael Bonfanti is a CFP®-designated financial advisor with over 21 years of industry experience. He is the sole advisor at Bonfanti Investment Services, LLC, an independent firm he has been affiliated with since 2009. In addition to his advisory work, Bonfanti maintains a licensed insurance practice and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k)s and pensions. The firm emphasizes tailored portfolio management based on clients’ goals and risk tolerance, utilizing a combination of modern portfolio theory and various analytical methods.

Dustin Gomez is a Series 65-licensed advisor affiliated with The Geauxmez Group Wealth Management LLC in Gesimar, LA. The firm is newly formed and has no other active advisors. The Geauxmez Group Wealth Management provides investment advisory services to individuals and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm’s approach combines fundamental and technical analysis to build diversified portfolios focused on low-cost mutual funds and ETFs, and also includes the selection and oversight of unaffiliated independent managers.

Nicholas Zimmerman is a financial advisor at Zion Capital LLC in Baton Rouge, LA, holding a Series 65 designation with six years of industry experience. Prior to founding Zion Capital, he worked at Live Oak Wealth Management, Securities America, and Live Oak Wealth Financial Group. He also maintains an independent insurance practice, dedicating a small portion of his time to this activity. Zion Capital LLC provides discretionary asset management and financial planning primarily for individual clients, as well as corporations and qualified retirement plans. The firm offers customized investment programs and pension consulting services, including ERISA plan advisory roles and educational seminars for plan participants and the public.

Greg Kennedy is the principal of Lord Wellington Investments, LLC in Baton Rouge, LA, with 12 years of experience as a financial advisor. He holds Series 63 and Series 65 licenses and has maintained an active CPA practice since 1994. In addition to his advisory work, Kennedy is involved in private investment entities and serves as a licensed insurance agent. Lord Wellington Investments advises individuals and high-net-worth clients, providing financial planning services such as retirement and tax planning, cash flow management, education funding, and legacy planning. The firm does not directly manage client assets but recommends third-party money managers and coordinates related administrative services.

Patrick Cavanaugh is a financial advisor with Cavanaugh Wealth Management LLC in Baton Rouge, LA. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Northwestern Mutual Investment Management, LPL Financial, and Merrill. He serves as a board member of the Kiwanis Club of Baton Rouge, a civic organization supporting other nonprofits. Cavanaugh Wealth Management LLC provides discretionary wealth and investment management services to individuals, high-net-worth clients, trusts, estates, and businesses, along with stand-alone financial planning. The firm employs a primarily long-term, diversified investment approach using low-cost mutual funds and ETFs, combined with fundamental, technical, and cyclical analysis.

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Matthew Harger is a financial advisor at Harger and Company, Inc. in Baton Rouge, LA, holding a Series 66 designation with 19 years of industry experience. He has been with Harger and Company, Inc. since 2004. Outside of his advisory role, he conducts seminars through local universities on financial planning topics. Harger and Company, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and long-term, diversified asset allocation through detailed client interviews to tailor investment policies.

Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.