Marlena Elizabeth Anderson

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.

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.

Anthony Ferragamo is a CFP® and Series 66-licensed financial advisor with Edward Jones in Bandera, TX, where he has worked since 2009. He has 18 years of industry experience. Outside of his advisory work, he is a silent partner in a coaching business called The Emotional Aid. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.