Hans Cole

Judith Tucker is a CFP® with 28 years of industry experience, currently serving at Optivise Advisory Services LLC since 2020. Her prior experience includes roles at Mass Mutual Investors Services, MassMutual Life Insurance Company, and MetLife Securities. Outside of financial advising, she owns a tanning salon and works as an independent insurance agent. Optivise Advisory Services provides discretionary and non-discretionary portfolio management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and other advisers. The firm utilizes both internally developed models and third-party sub-advisors, offering a range of investment options alongside technology-driven reporting and a subscription-based billing model for employer plan services.

Kiley Lukens Clagg is a Series 66-licensed financial advisor with Valic Financial Advisors in Jackson, TN, where she has worked since 2015. She has 17 years of industry experience and also serves as an agent with Agia. Outside of financial advising, Clagg owns a photography and photo booth rental business and is active in community service as secretary of the General Federation of Women's Clubs - The Jackson Woman's Club. She is also the founder and adult sponsor of the Jackson Juniorettes, a service club for young women in grades 9 through 12. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models and operating with a large network of advisors.

Cosmin Majors is a financial advisor with OSAIC Institutions, INC. based in Savannah, TN, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has worked at Infinex Investments, Inc. since 2021 and previously spent over a decade at ProEquities, Inc. Majors is also a part-owner of a NAPA auto parts retail business and Savannah Outfitters, LLC, engaging in administrative, bookkeeping, and management roles outside of his advisory work. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm features a predominantly non-discretionary asset base and provides access to alternative investments, lending, and cash-management solutions through a network of investment adviser representatives.

Minda Wilson is a financial advisor at Edward Jones with 16 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2018, she worked at ProEquities, Inc and The Hardin County Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Logan Alfano Webb is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. Prior to joining Cetera, he held roles at The University of Tennessee at Martin and Wheels N Deals of Savannah. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers supports a diverse client base, including individual, high-net-worth, institutional, and retirement-plan clients, through a large network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed strategies.

Freddie Swafford is a financial advisor with Fidelity, holding Series 63 and Series 66 credentials and bringing 18 years of industry experience. He has been with various Fidelity entities since 2009. Outside of his advisory role, he operates Rising Oaks Family Farm in Waynesboro, Tennessee, where he manages daily farm chores as sole proprietor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.