Anthony John Ferragamo

Polly Peters is a Series 65-credentialed advisor with 30 years of industry experience. She has been with Freestate Advisors LLC since 2010. In addition to her advisory role, she is a member of Ingenios LLC, an oil company focused on new technology. Freestate Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, endowments, and retirement plans. The firm emphasizes macro-level, research-driven asset allocation and portfolio construction using proprietary economic and risk modeling, implementing portfolios primarily with ETFs and model strategies tailored to client needs.

Chris Christensen is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has held various roles within the financial services and related sectors, including ownership and leadership positions in Christensen Financial Services Inc. and involvement in livestock and commercial roofing businesses. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers advisory and brokerage services to individuals, retirement plans, corporations, and institutional clients.

Emily Palmer is a Series 66-credentialed financial advisor with 20 years of industry experience. She currently works at First Command Advisory Services and has held prior roles at firms including Morgan Stanley, TIAA-CREF, Scottrade, and United Capital Financial Advisors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and manage model portfolios and third-party managers.

Jason Null is a financial advisor with Edward Jones in Boerne, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm is noted for its extensive retail advisor and branch network, affiliated mutual funds, and trust services.

Marlena Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. Her prior roles include positions at Next Financial Group, Brighthouse Financial, M2 Partners, American General Life Insurance, and AIG Capital Services. She serves as president of the Bandera County Texas A&M Club, where she coordinates and plans scholarship fundraising events. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers various financial planning and investment management solutions, combining a broad platform with technology-enabled operational support and oversight of substantial discretionary assets.

Anthony Gregory is a financial advisor with OSAIC, holding a Series 63 designation and 35 years of industry experience. He has worked with Royal Alliance since 2007 and has been involved with various insurance companies since 2004. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios.