Eric Gerald Hebert

Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.

Jeffry Cobb is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Logical Investments, LLC in Baton Rouge, LA. He has worked at Foresters Equity Services Inc and Logical Investments since 2011. In addition to his advisory work, he is involved in insurance sales and tax preparation through related business activities and also performs notary services for clients. Logical Investments, LLC is an independent advisory firm managing approximately $45.7 million for about 77 clients, providing discretionary portfolio management, financial planning, and tax services. The firm utilizes model-driven portfolios with hedging, alternative income strategies, and momentum-based trading, and acts as founder and general partner of a private pooled investment vehicle, Oakstone Hedged Equity, LP.

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.

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.

Michael Patton is a CFP® with 19 years of experience and the sole advisor at Integrity Wealth Management, Inc. in Greenwell Springs, LA, where he has worked since 2007. He contributes as an editor to Investment Advisor Magazine and writes regularly as a columnist for Forbes.com. Integrity Wealth Management serves affluent and high-net-worth individuals, including business owners, corporate executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm tailors investment advice using a combination of passive and active strategies focused on tax efficiency and risk management.

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.