Nicholas Matthew Zimmerman

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.

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® 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.