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 the Series 65 and Series 63 licenses and has one year of industry experience, including roles at The Leaders Group Inc and DPL Financial Partners LLC. Outside of financial services, he has been involved with the North Central Kentucky 4H Camp. Sagespring Wealth Partners serves a diverse client base including individual investors, retirement plans, institutional clients, and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services, utilizing a combination of fundamental and technical analysis and managing a wide range of investment types and third-party manager relationships.

Katie Centofonti is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at SageSpring Wealth Partners since 2013 and previously held roles at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Centofonti also operates under the Centofonti Wealth Team name and serves as an agent recommending non-variable insurance products. 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 services, utilizing a range of investment strategies tailored to client objectives and risk tolerance.

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 a Series 65 credential and one year of industry experience. Prior to joining SageSpring, he was a full-time student for ten years. Outside of his advisory role, he operates a basketball training business for children. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse range of individual and institutional clients. The firm provides goals-based portfolio management, financial planning, and consulting services, employing a variety of investment strategies and overseeing third-party managers.

Isaac Lindell is a CFP® with two years of industry experience, currently advising at SageSpring Wealth Partners. His background includes roles at Raymond James Financial Services and Ernst & Young. SageSpring Wealth Partners serves a diverse client base including individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers a range of services including discretionary investment management and retirement plan consulting, utilizing tailored portfolios and a combination of fundamental and technical analysis.

Laurie Snively is a CFP® professional with 11 years of industry experience, currently serving as an advisor at SageSpring Wealth Partners. Her background includes roles at Raymond James Financial Services and various entrepreneurial ventures such as Laurie Snively Voiceovers. Outside of advisory work, she is also an insurance agent with Vanbridge. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets with a team of about 75 advisors. The firm serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based portfolio management approach.

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 serving as a financial advisor at SageSpring Wealth Partners since 2018. He previously worked at Raymond James Financial Services, Inc. and has a background that includes time at Vanderbilt Medical. Ridley also acts as an insurance agent with Vanbridge, assisting clients with non-variable insurance products. SageSpring Wealth Partners manages approximately $8.5 billion across 124 advisors, serving a diverse client base that includes individual households, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting with portfolios tailored to client objectives and risk tolerance, utilizing a range of investment strategies and third-party manager relationships.

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 several firms, including JPMorgan Securities LLC and Merrill Lynch. Outside of finance, he previously worked in education with the St. Tammany Parish Public School System. SageSpring Wealth Partners provides investment management, financial planning, and consulting services to a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored portfolios utilizing a variety of investment strategies and leverages multi-team scale alongside institutional expertise.

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.