Kiley Chantae Lukens Clagg

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 with Cetera holding a Series 66 credential and two years of industry experience. He has worked at Cetera and Cetera Wealth Services, LLC since 2023. Webb also serves as a financial advisor at Shoemaker Financial, providing investment, insurance, and financial planning services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services, utilizing a multi-manager platform with access to affiliated and third-party managers.

Christopher Gant is a financial advisor at Edward Jones with eight years of industry experience. He has held his current position since 2018 and previously worked at Lincare Inc for two years. Gant holds the Series 66 designation and is based in Savannah, Tennessee. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Blake Dycus is a financial advisor with Edward Jones in Savannah, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including 13 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Hans Cole is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 66 and Series 63 designations and has worked across various Fidelity affiliates, including Fidelity Brokerage Services LLC since 2015. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm manages discretionary and non-discretionary portfolios, serves as an advisor to registered investment companies, and employs systematic methodologies alongside AI tools in its investment process.