Anthony James Zaccagnino

Robert Evans is a CFP® with 22 years of industry experience and currently serves as an advisor at Brookwood Investment Group. His career includes roles at Redwood Private Wealth, FOUNDATIONS INVESTMENT ADVISORS, and Virtue Capital Management, among others. He is also involved in the sale of life insurance and annuity products through his family business, Evans & Evans, where he has worked since 1992. Brookwood Investment Group provides portfolio management, financial planning, and retirement plan advisory services to individual investors, businesses, and employer-sponsored plans. The firm customizes portfolios using a blend of passive, active, and tactical strategies and maintains multiple affiliated businesses and platform relationships to support its service offerings.

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 at Raymond James & Associates with 21 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2017, following eight years at Merrill. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, pension plans, and municipal entities. The firm offers tailored financial planning and consulting services, employing a range of portfolio management strategies supported by extensive research and model manager options.

Kelli Coleman is a Series 66-licensed financial advisor with Edward Jones in Caldwell, TX, where she has worked since 2016. She has eight years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Reagan Browning is a Series 66 licensed advisor at Edward Jones with one year of industry experience. His prior work history includes roles at Hines Private Wealth Solutions LLC and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kavon Novak is a financial advisor with LPL Financial in Caldwell, TX, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He previously worked at Ameriprise for nine years before joining LPL Financial in 2007. Novak serves on nonprofit boards, including the Brazos Valley Council of Governments and the City of Caldwell. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.