Daniel Peterman Jr. is a CFP® professional with 10 years of experience currently serving as a wealth advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and Merrill Lynch. Outside of financial services, he has held positions in various companies including Next Level Chef and Dalstrong Inc. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional and municipal clients. The firm provides discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

Emily Rogers is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with six years of industry experience. She holds a Series 66 credential and has previously worked at Raymond James Financial Services, Inc. from 2016 to 2019 and again from 2020 to 2024. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, employing tailored portfolios that incorporate a range of investment vehicles and utilize both fundamental and technical analysis.

Brandon Haumschilt is a CFP® with 15 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He spent 12 years with Raymond James Financial Services prior to his current role. Outside of financial advising, he is engaged in producing and DJing music through an independent contracting business. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm provides discretionary investment management, financial planning, and consulting, tailoring portfolios using a range of investment types and leveraging both fundamental and technical analysis.

Daniel Trentham is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services, Croft & Frost, Target Corporation, and Anderson Drugs. SageSpring Wealth Partners serves a diverse client base, including individual investors, institutional and plan sponsors, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that combine various asset types and strategies supported by fundamental and technical analysis.

John Gleason is a CFP® and Series 65-registered advisor with Sagespring Wealth Partners in Franklin, TN, bringing one year of industry experience. His prior experience includes roles at Truxton Trust and Ernst and Young. Sagespring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and municipal governments. The firm offers investment management, financial planning, and consulting services, employing tailored portfolios with a mix of asset types and leveraging third-party managers and platform services.

John Nail Jr. is a CFP® with 24 years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners in Franklin, TN. He has worked at Raymond James Financial and Raymond James Financial Services, with a combined tenure spanning nearly two decades. Outside of his advisory role, he is an agent assisting clients with long-term care and term life insurance. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and municipal governments. The firm offers customized investment management and financial planning services, employing a blend of fundamental and technical analysis and leveraging third-party managers and platform services.

Colton Jenkins is a financial advisor with SageSpring Wealth Partners in Franklin, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining SageSpring, he worked at The Leaders Group Inc and DPL Financial Partners LLC. Jenkins has been involved with the North Central Kentucky 4H Camp and Club. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels and various institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight, employing a tailored investment approach that incorporates a wide range of asset types and both fundamental and technical analysis.

Katie Centofonti is a CFP® professional with 21 years of experience in the financial services industry. She has been with SageSpring Wealth Partners since 2013 and previously worked at Raymond James Financial Services from 2006 to 2024. In addition to her advisory role, she is also an agent advising on non-variable insurance products. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering discretionary investment management, financial planning, and consulting services. The firm employs tailored portfolios using a variety of investment vehicles and combines multi-team scale with a mix of client types to provide access to OCIO and TAMP solutions alongside traditional wealth management.

Jacob Greene is a CFP® professional with six years of industry experience, currently serving at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Southwestern Advantage. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management and consulting services, employing a tailored approach that integrates fundamental and technical analysis, third-party manager relationships, and technology tools for strategy implementation and oversight.

Wyatt Gilbert is a financial advisor at SageSpring Wealth Partners with one year of industry experience. He holds a Series 65 designation. Outside of his advisory role, he operates a basketball training business focused on player development for youth. SageSpring Wealth Partners serves a diverse client base, including individuals and various institutional clients such as retirement plans, banks, and state governments. The firm offers tailored investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

Isaac Lindell is a CFP® and Series 66-registered financial advisor at SageSpring Wealth Partners with three years of industry experience. His background includes roles at Raymond James Financial Services and Ernst & Young. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm’s investment strategies are tailored to client objectives and utilize a range of asset types and third-party manager relationships, supported by a multi-team structure managing approximately $8.5 billion for over 11,500 clients.

Laurie Snively is a CFP® professional with 12 years of industry experience, currently serving as an advisor at SageSpring Wealth Partners. She has previously worked at Columbia Management Investment Advisers and Raymond James Financial Services. Outside of financial advising, she has experience as a voiceover artist and briefly worked in various media and event roles. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies tailored to clients' objectives and risk profiles.

Nathan Mueting is a financial advisor at SageSpring Wealth Partners with three years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Inc. He is also involved with For Fee Only, LLC, where he assists clients with their insurance protection needs. SageSpring Wealth Partners serves a diverse client base including individual investors, institutional clients, and plan sponsors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies and third-party manager relationships.

James Ridley Jr. is a CFP® with eight years of industry experience, currently advising at SageSpring Wealth Partners since 2018. His prior work includes six years at Raymond James Financial Services and a role at Vanderbilt Medical. Ridley also works as a non-variable insurance agent with Vanbridge, assisting clients with related products. SageSpring Wealth Partners serves a diverse client base, including individuals across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, employing both fundamental and technical analysis with portfolios tailored to client objectives and risk tolerance.

Robert Hamer is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 15 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2010 to 2024. Outside of advising, he is an insurance agent with VanBridge, where he refers term life, long-term care, and long-term disability insurance cases. SageSpring Wealth Partners manages approximately $6.5 billion in discretionary assets and serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm provides goals-based portfolio management with a range of strategies, third-party manager oversight, and integrated planning services, while also serving less-common client types such as sovereign wealth funds and banking institutions.

Connor Jeffries is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding CFP® and Series 66 designations with six years of industry experience. He previously worked at Raymond James Financial Services from 2020 to 2024 and has been with SageSpring since 2019. Outside of his advisory role, he has held positions at Brentwood Baptist Church and Lumefficient Lighting Co. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships to tailor portfolios to client objectives.

Caroline Kroll is a financial advisor at SageSpring Wealth Partners with one year of industry experience. She holds a Series 65 credential and previously worked at The M&W Logistics Group Inc. Caroline’s background includes roles in business and community settings, including experience with the YMCA of Middle Tennessee. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, employing both fundamental and technical analysis to tailor portfolios that meet clients’ objectives and risk profiles.

Robert Facio is a financial advisor at SageSpring Wealth Partners with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple firms, including JPMorgan Securities LLC, Merrill, and Raymond James Financial Services. Outside of finance, he has experience working in education with the St. Tammany Parish Public School System. SageSpring Wealth Partners serves a diverse clientele ranging from individual investors to institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing tailored portfolios that incorporate a variety of asset classes and strategies combined with third-party manager relationships and platform services.

Kevin Underwood is a financial advisor at SageSpring Wealth Partners with four years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services and Shamrock Trading Corp. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans and sovereign wealth funds. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

Ryan Terry is a Certified Financial Planner® (CFP®) with 11 years of industry experience. He is currently a financial advisor at SageSpring Wealth Partners, where he has worked since 2014. Prior to this, he spent time at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. SageSpring Wealth Partners serves a diverse client base, including individual households across various wealth levels and a range of institutional clients such as retirement plans, banks, insurance companies, and municipal governments. The firm offers tailored discretionary investment management, financial planning, and consulting services, employing a mix of fundamental and technical analysis alongside multi-team resources and third-party manager platforms.