Robert Evans

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.

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.

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 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.