Anthony Zaccagnino

Robert Evans is a CFP® with 22 years of industry experience, currently serving at Brookwood Investment Group. His prior experience includes roles at Redwood Private Wealth, Foundations Investment Advisors, and Virtue Capital Management, among others. In addition to his advisory work, he operates Evans & Evans, an insurance agency focused on life insurance and annuity products. Brookwood Investment Group is a multi-advisor registered investment adviser managing over $1 billion for more than 3,100 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services with a range of investment strategies and negotiable advisor-level fee arrangements.

Eddie Yancey is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior roles include positions at Edward Jones, Raymond James Financial Services, and First Financial Bank. Outside of financial advising, he is president of Yancey Grain, LLC, an agricultural business that manufactures animal feed. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and a combination of advisor-managed and model portfolio solutions.

Gregory Browning is a financial advisor with Edward Jones in Caldwell, TX, holding Series 63 and Series 66 designations and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households and organizations. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large network of advisors and branch offices nationwide.

James Hartzell is a financial advisor with Raymond James & Associates in Caldwell, TX, holding the Series 66 designation and 20 years of industry experience. He has worked at Raymond James since 2017 and previously spent eight years at Merrill. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and wrap fee advisory programs, with a notable focus on public finance and municipal services.

Kelli Coleman is a financial advisor at Edward Jones with seven years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2016. Prior to joining Edward Jones, she was employed at Jamberry and Prosperity Bank. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory services, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large nationwide network of financial advisors and branch offices.

Kavon Novak is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2007. Novak serves on the boards of the Brazos Valley Council of Governments and the City of Caldwell, both nonprofit organizations. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory financial products.