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.

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.

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.

Willie Warrington Jr. is the sole advisor at 3 Rd Street Capital Management L.L.C. in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has led 3 Rd Street Capital Management since its founding in 2012. 3 Rd Street Capital Management provides discretionary portfolio management and investment advice to individuals, trusts, estates, businesses, charitable organizations, and institutional clients. The firm focuses on fixed-income solutions using fundamental analysis and implements tailored discretionary strategies, including a “AAA Only” fixed-income option, while managing approximately $56 million across about 78 client accounts.

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.

Charles Jantzi is a CFP® with 23 years of industry experience and serves as the sole advisor at Synergy Wealth Advisors, LLC in Baton Rouge, LA. He has worked at Stoneridge Partners since 2016 and has managed Jantzi Wealth Management, LLC since 2009. Outside of advisory services, he is an associate partner at Stoneridge Partners, a consulting firm specializing in mergers and acquisitions in the home health care sector. Synergy Wealth Advisors, LLC primarily serves individual and high-net-worth clients through ongoing portfolio management, financial planning, and referrals to third-party money managers. The firm manages approximately $20 million in assets using a mostly non-discretionary approach, incorporating fundamental, technical, and cyclical analysis in portfolio construction.

Nicholas Zimmerman is a financial advisor with Zion Capital LLC in Baton Rouge, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at Live Oak Wealth Management, Securities America, Live Oak Wealth Financial Group, and Hawk Industries. In addition to his advisory role, Mr. Zimmerman operates an independent insurance agency, which represents a small portion of his professional activities. Zion Capital LLC provides discretionary asset management and financial planning primarily for individual clients, as well as corporate and qualified retirement plans. The firm offers customized investment programs, pension consulting, and public education services, including acting as an ERISA plan advisor or investment manager and conducting seminars and workshops.

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.

Patrick Cavanaugh is the principal of Cavanaugh Wealth Management LLC in Baton Rouge, LA, holding a Series 66 designation with 11 years of industry experience. His prior roles include positions at Merrill Lynch, LPL Financial, Cetera Advisor Networks, and Northwestern Mutual Investment Services. He serves as a board member of the Kiwanis Club of Baton Rouge. Cavanaugh Wealth Management LLC is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and businesses. The firm offers discretionary investment management and financial planning, utilizing a long-term approach with portfolios typically composed of low-cost mutual funds and ETFs, alongside other securities when appropriate.

Matthew Spencer is a Series 65 licensed advisor at B.F. Anderson with 15 years of industry experience. He has been with B.F. Anderson since 2008. B.F. Anderson is a state-registered investment adviser managing approximately $58.9 million for around 58 client relationships. The firm serves individuals, corporations, pension plans, trusts, estates, and other entities using a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in selected U.S. companies without employing margin or options strategies.

Budd Anderson is a financial advisor at BF/Anderson with Series 63 and Series 65 credentials and 49 years of industry experience. He has been with B F Anderson & Co. Inc since 1995. B.F. Anderson & Co., Inc. is a state-registered investment adviser managing approximately $58.9 million across about 58 client relationships. The firm provides discretionary and non-discretionary portfolio management services to individuals, corporations, pension plans, trusts, and estates, employing a "Focused Investing" approach that combines fundamental and technical analysis to concentrate portfolios in U.S. companies without using margin or options strategies.

Michael Steinocher is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 designation. He has been with Thompson Creek Wealth Advisors since 2024. Prior to joining the firm, he worked at the University of Louisiana at Lafayette for seven years. Thompson Creek Wealth Advisors is a small, fee-only firm serving individuals, trusts, estates, pension plans, and charitable organizations, managing approximately $83.7 million across about 58 client relationships. The firm employs strategic and tactical asset allocation combined with fundamental and cyclical analysis, investing in a broad range of instruments including public securities, hedge funds, private placements, and alternative investments.

Walter Simmons is a CPA and financial advisor with Ironwood Investment Advisers, LLC, where he has worked since 2019. He has nine years of industry experience and also serves as a partner at TWRU CPAs & Financial Advisors, focusing entirely on accounting services. Simmons is involved in referring clients to the investment adviser and receives referral fees for these introductions. 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 uses a multi-method investment approach and emphasizes customized investment policy statements, discretionary portfolio management, and fiduciary consulting for plan sponsors.

Jill Kindler is an investment advisor at HTB Wealth Advisors, LLC with one year of industry experience. She holds a Series 65 designation and has been a partner at Hannis T. Bourgeois, LLP, a CPA firm specializing in business valuation, litigation consulting, and estate and trust taxes, since 2012. She also serves as a board member of Feliciana Bancshares, LLC, a community bank. HTB Wealth Advisors provides investment advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, offering discretionary managed accounts, asset-allocation programs, and retirement plan consulting. The firm collaborates closely with its affiliated CPA firm to coordinate tax and advisory services and typically delegates portfolio implementation to independent managers while overseeing client suitability and communication.

Christopher Tayeh is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 65 credential with nine years of industry experience. He has been with Thompson Creek Wealth Advisors since 2015. Outside of his advisory role, Tayeh manages several non-investment-related businesses, including consulting for small businesses and overseeing a holding company for performing arts and entertainment productions. Thompson Creek Wealth Advisors is an independent firm providing fee-only investment advisory, comprehensive financial planning, and portfolio management to individuals, trusts, estates, retirement plans, and private fund investors. The firm employs a customized management approach combining strategic and tactical asset allocation across a broad range of investment vehicles, including alternatives and private placements.

Lawrence Paddock is a financial advisor at Thompson Creek Wealth Advisors in Baton Rouge, LA, holding a Series 66 designation and with 18 years of industry experience. He has been with Thompson Creek Wealth Advisors since 2009. Outside of his advisory work, he is involved in managing several non-investment businesses including cocktail bars and a holding company related to production fees. Thompson Creek Wealth Advisors provides fee-only investment advisory, comprehensive financial planning, and portfolio management services to individuals, trusts, estates, retirement and pension plans, as well as investors in pooled investment vehicles and private funds. The firm employs a custom management approach blending strategic and tactical asset allocation across a variety of securities and alternative investments, and is notable for its advisory role with private pooled vehicles and a significant focus on non-discretionary asset management.

Emily Johnson is a financial advisor at Valley Oak Investment Strategies LLC with a Series 65 credential and one year of industry experience. Her prior work includes roles at Valley Oak Financial PLLC, APEX CPA's and Consultants, Hannis T Bourgeois, and William D Mercer, CPA. Valley Oak Investment Strategies provides financial planning, consulting, investment management, and retirement plan consulting to a diverse client base including business owners, individuals, families, corporations, charities, and pension/profit-sharing plans. The firm emphasizes tax planning for business owners and utilizes third-party model portfolios and platforms such as the Altruist Model Marketplace to implement customized investment strategies.

Christopher Nicolich is a financial advisor at Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. Prior to joining Veritas Wealth Advisors in 2025, he spent twelve years at Brian Harris Auto Group. Veritas Wealth Advisors serves high-net-worth individuals, families, and businesses, offering active portfolio management alongside financial planning and business consulting. The firm employs a disciplined, rules-based investment process that integrates technical and fundamental analysis and proprietary strategies, typically managing assets on a discretionary basis with quarterly reviews.