Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at SageGuard Financial Group since 2016, including his current tenure starting in 2022. In addition to his advisory role, Smith is a licensed insurance agent and occasionally offers clients insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across various portfolios and strategies, with a significant portion of assets managed on a non-discretionary basis.

Jeffrey Ward is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. He has a background in residential real estate sales, serving as president of Realty N Motion Inc since 2018, and is also licensed as an insurance agent for life and health policies. SageGuard Financial Group is a multi-advisor registered investment adviser managing approximately $755.7 million for individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs model portfolios and offers both discretionary and primarily non-discretionary account management tailored to various client risk profiles.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with SageGuard Financial Group since 2009, including multiple roles from 2012 onward, and has also been associated with Alphastar Capital Management LLC since 2021. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios through a range of model strategies tailored to various risk profiles, managing a significant portion of assets on both discretionary and non-discretionary bases.

Patrick Wehrly is a financial advisor at SageGuard Financial Group, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at SageGuard Financial Group since 2014, with prior experience operating his own office since 1993. Outside of advising, he owns a charter yacht business and a self-storage facility in Spring, TX, and provides income tax preparation services as an enrolled agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis across a range of model strategies and asset allocations.

John Evans is a CFP® with 23 years of experience in the financial services industry. He is currently with SageGuard Financial Group, LLC and has held roles at Alphastar Capital Management LLC, Brookstone Capital Management LLC, and operates Evans Advisory Services, which provides financial services including fixed annuities and life insurance products. Outside of financial advising, he assists a real estate sales executive with residential property transactions. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis and offers a range of model strategies, managing a majority of its assets on a non-discretionary basis.

Paul Good is a Series 66–licensed financial advisor at SageGuard Financial Group, LLC with two years of industry experience. He previously worked at Equitable Advisors, LLC and has roles as a goalkeeper director for Tennessee United Soccer Club and head boys’ soccer coach at Merrol Hyde Magnet School. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm employs a model portfolio approach with both discretionary and non-discretionary management, overseeing approximately $755.7 million for roughly 2,469 clients.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. He previously worked at Allstate and has been involved with various religious and community organizations, including Indian Lake Peninsula Church and the International Mission Board. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across a range of model portfolios and investment sleeves, with a notable emphasis on non-discretionary asset management.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 65 and Series 63 designations and six years of industry experience. He has worked at SageGuard Financial Group since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. He is the owner and founder of Union Financial Services, LLC, a business focused on annuity and life insurance sales and planning. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and financial planning through model portfolios and sleeves designed to match client risk profiles, managing approximately $755.7 million for around 2,469 clients.

Mariah Box is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Her prior work history includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, Cypress Environmental Services, Castilaw Environmental Services, the U.S. Forest Service, and Timber Pro Forest Service. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management and comprehensive financial planning using a suite of model portfolios and sleeves tailored to varying risk profiles, managing about $755.7 million for roughly 2,469 clients with a 14-advisor team.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning, employing both fundamental and technical analysis across a range of model strategies with discretionary and non-discretionary account management.

Jacob Fallon is a financial advisor with SageGuard Financial Group, LLC in Phoenix, AZ, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at several firms, including Dobbins Wealth Management, PLLC and Sawston Wealth Management, LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers ongoing portfolio management and comprehensive financial planning using a variety of model portfolios and investment sleeves designed to match client risk profiles.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 credential and 18 years of industry experience. He has previously worked with Alphastar Capital Management LLC and Sageguard Investment Advisory Services, and he is president of Pineywoods Financial, where he is also a licensed insurance agent. Outside of his advisory work, he serves as an elder and board member of the nonprofit Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a variety of model strategies, managing a majority of assets on a non-discretionary basis.