Polly Peters

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.

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.

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.

James Feldman is a CFP® with 26 years of industry experience, currently serving at Charles Schwab since 2022. His prior experience includes roles at Navy Federal Financial Group, Southwest Funding, and over two decades at USAA Financial Advisors and affiliated entities. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and centralized operational infrastructure.