Marlena Anderson

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.

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.

Joe Osbourn is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at IC Advisory Services, Inc. and The Investment Center. Outside of advising, he is involved in farming and operates Osbourn Ranch. LPL Financial provides advisory and brokerage services to a broad client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.