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 65 and Series 63 credentials and bringing 30 years of industry experience. He has served in various roles including president of Christensen Financial Services Inc. since 2003 and vice president of sales at Jaco Roofing & Construction Inc. since 2015. Christensen is also owner of Hicks Creek Cattle Co., reflecting interests outside the financial sector. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individual investors, retirement plans, corporations, and institutional clients. The firm supports its advisors through a limited-partnership ownership structure and provides both advisory and brokerage services using multiple custodians and third-party managers.

Emily Palmer is a financial advisor with First Command Advisory Services, holding a Series 66 designation and 20 years of industry experience. Her prior experience includes roles at Morgan Stanley, TIAA-CREF, and Scottrade Investment Management. 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 offers financial planning and multiple wrap-fee asset management programs, with investment management conducted through a centralized team that selects model portfolios and third-party managers from approved universes.

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 licenses and bringing 12 years of industry experience. She has worked at firms including Next Financial Group, Brighthouse Financial, and American General Life Insurance. Outside of her advisory work, Anderson serves as president of the Bandera Country A&M Club, where she coordinates and plans scholarship fundraising events. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with diverse model portfolios and research resources.

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.