Jeffry Lynn Cobb

Mark Simmons is the sole advisor at Simmons Asset Management, LLC in Baton Rouge, LA. He holds a Series 66 designation and has 20 years of industry experience. Before founding his firm, he worked at B.F. Anderson starting in 2002. Simmons Asset Management provides discretionary investment supervisory services and individual portfolio management for both individual and institutional clients, including pension and profit-sharing plans and charitable organizations. The firm emphasizes fundamental security analysis, asset allocation, and a long-term investment approach tailored to each client’s objectives and risk tolerance.

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.

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™ and Series 66 designations and possessing 15 years of industry experience. He has been associated with Rizzutto Financial Group since 2004 and is also a practicing CPA with ownership of a public accounting firm since 1990. Rizzutto Consulting, LLC provides fee-only financial planning and investment portfolio management primarily for individual clients. The firm uses a long-term, buy-and-hold approach with predominantly non-discretionary asset management and applies mutual fund database filtering, performance chart analysis, and financial-ratio risk assessment to inform recommendations.

Richard Bond is the sole advisor at Clear Net Worth, L.L.C. based in Baton Rouge, LA, holding a Series 65 designation with 15 years of industry experience. He serves as director of Gulf States Holdings, Inc., an insurance holding company, and is also active as an attorney providing estate planning and related legal services through The Bond Law Firm, LLC. Additionally, he owns and operates a licensed real estate brokerage and a residential and commercial construction company. Clear Net Worth offers discretionary portfolio management and financial planning to individual investors and a select group of institutional and business clients. The firm employs fundamental security analysis combined with macroeconomic considerations to manage diversified portfolios across taxable and retirement accounts.

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.