Kelli Jo Coleman

Anthony Zaccagnino is a financial advisor with Caldwell Investment Services LLC in Caldwell, TX. He holds the ChFC® designation and a Series 63 license, with 15 years of industry experience. Prior to his current role, he served 14 years at the U.S. State Department and has been retired from the department since 2020. He also works as a non-employee instructor with Management Concepts, Inc., providing financial and training classes for government and military entities. Caldwell Investment Services LLC offers portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses fundamental analysis and modern portfolio theory to guide asset allocation and investment selection, employing a range of strategies including long- and short-term trading and options.

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.

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.

Kavon Novak is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with LPL Financial since 2007. Novak serves as a non-profit board member for the Brazos Valley Council of Governments and the City of Caldwell. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.