Michael John Patton

Brianna Wilks is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner Independent in Baton Rouge, LA. She previously worked at Northwestern Mutual Wealth Management Company and Matthew Kubicek, among other roles. Wilks also offers investment services through the Mariner platform via Alinity Wealth Management. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and retirement plan services, supported by institutional affiliations and a range of investment resources.

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® with 22 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 work, he is involved in life and health insurance sales and tax preparation through related business activities. Logical Investments, LLC serves individual investors, corporate entities, and limited partners by providing discretionary portfolio management, financial planning, and tax consulting. The firm is notable for managing a hedged equity pooled vehicle and employs a model-based investment approach combining fundamental and statistical analysis with options-based strategies and momentum trading.

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.