Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Jackson C

Series 65

Franklin, TN

Sage Investment Counsel

Jackson Calvin is a financial advisor at Sage Investment Counsel with six years of industry experience and holds a Series 65 designation. His prior work includes roles at Mabry-Calvin and the University of Tennessee. He is also a passive member of Gunn Land Management LLC, a family farm holding company. Sage Investment Counsel offers ongoing portfolio management, financial planning, and retirement-plan consulting to individuals, trusts, businesses, and plan sponsors. The firm employs a long-term, concentrated equity strategy supplemented by mutual funds, ETFs, and cash, and provides services including performance-based fee programs and ERISA-oriented SIMPLE IRA consulting.

Concentrated stock management Active portfolio management Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
user avatar
firm logo

Jonathan H

Series 63, Series 65

Franklin, TN

Sage Investment Counsel

Jonathan Henderson is a financial advisor at Sage Investment Counsel with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Royal Alliance Associates and Sii. In addition to his advisory role, Henderson is also licensed as an insurance broker and practices as an attorney. Sage Investment Counsel provides investment management and financial planning services to individuals, retirement plans, trusts, charities, and businesses. The firm employs a long-term, concentrated portfolio approach with the use of mutual funds, ETFs, fixed income, and derivatives, and offers a performance-based fee program for qualified portfolios.

Concentrated stock management Active portfolio management Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
user avatar
firm logo

John D

Series 63, Series 65

Franklin, TN

Sage Investment Counsel

John Denney is a financial advisor with Sage Investment Counsel in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He previously worked for Wiley Bros. Aintree Capital, LLC for 30 years. Outside of advisory work, he is a member of MBA Trailhead LLC, a vacation rental business. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

Concentrated stock management Active portfolio management Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
user avatar
firm logo

William C

Series 63, Series 65

Franklin, TN

Sage Investment Counsel

William Calvin is a financial advisor at Sage Investment Counsel with 22 years of industry experience. He holds Series 63 and Series 65 designations and has been co-owner of MABRY-CALVIN, LLC, an investment consulting and performance measurement firm, since 1989. He has also worked at Wiley Bros. Aintree Capital, LLC since 1990. Sage Investment Counsel provides investment management, financial planning, and performance-measurement services to individuals, retirement plans, trusts, charitable organizations, and businesses. The firm employs a long-term, concentrated portfolio approach and offers both discretionary and non-discretionary management, including the use of hedging and leverage techniques in separately managed accounts.

Concentrated stock management Active portfolio management Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)