Joe Osbourn

Polly Peters is a financial advisor at Freestate Advisors LLC with 29 years of industry experience. She holds a Series 65 designation and has been with Freestate Advisors since 2010. Outside of 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, offering portfolio management, financial planning, and retirement-plan consulting. The firm’s investment approach centers on research-driven asset allocation and portfolio construction using proprietary economic and risk models, with strategies implemented primarily through ETFs and model portfolios.

Marlena Anderson is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 11 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. Outside of her advisory work, she serves as president of the Bandera Country A&M Club, where she coordinates and plans scholarship fundraising events. 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 non-advisory product activities such as insurance and annuity sales.

Anthony Gregory is a financial advisor with OSAIC, holding a Series 63 designation and 34 years of industry experience. He has worked at Royal Alliance since 2007 and has been involved with various insurance companies since 2004. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm uses a combination of risk-tolerance assessments and portfolio optimization tools to manage a wide range of investment options and supports thousands of advisors with extensive assets under management.