Eli Watts is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and previously worked at AllianceBernstein and Triad Life Sciences. His background also includes roles in education and business operations. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by around 75 advisors. The firm serves a diverse client base that includes high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach.

Max Bortenschlager is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera and Artistry Wealth prior to joining SageSpring. SageSpring Wealth Partners serves a diverse client base ranging from individual households 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 types and both fundamental and technical analysis.

Jason Plunkett is a CFP® professional with 20 years of industry experience, currently serving as a Financial Advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and M&A Securities Group. In addition to his advisory work, he maintains a personal website related to his practice and is licensed as a life insurance agent. SageSpring Wealth Partners serves a wide range of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach that combines fundamental and technical analysis with access to third-party managers and platform services, supporting over 11,500 clients with approximately $8.5 billion in assets under management across 124 advisors.

Katherine Figueredo is a financial advisor at SageSpring Wealth Partners with a Series 65 designation. She has one year of industry experience, including prior roles outside the financial sector. 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 customized investment management and financial planning, utilizing a variety of asset types and combining fundamental and technical analysis with ongoing portfolio oversight.

Melissa Jones is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2018. Her prior experience includes roles at Raymond James Financial Services and Paducah Financial Consultants. She is also a member of the Tunstall Wealth Team, where she contributes to financial planning activities. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes individuals, institutions, and retirement plans. The firm offers personalized investment management and consulting services, employing a goals-based approach with a variety of strategies and oversight of third-party managers.

James Grenn is a CFP® with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners since 2020. He previously worked at Raymond James Financial Services and Raanes Capital Advisors. Grenn is also associated with the Barnes Wealth Team in a non-owner advisory role. SageSpring Wealth Partners serves a diverse client base including individual households and various institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm offers tailored investment management and consulting services, utilizing a multi-team approach and a mix of traditional and alternative strategies to meet client objectives.

Jeffrey Dobyns is a CFP® and ChFC® with 27 years of industry experience. He is currently with Sagespring Wealth Partners and has held roles at Raymond James Financial and Southwestern Corp. Dobyns serves as chairman of the nonprofit Men of Valor and is a board member of Send Musicians to Prison. Sagespring Wealth Partners provides discretionary investment management, financial planning, and consulting services to a diverse client base, including individual households, institutional clients, and plan sponsors. The firm employs tailored portfolio strategies that incorporate various asset classes and utilizes both fundamental and technical analysis, supporting clients with multi-team scale and access to OCIO and TAMP programs.

William Bratton is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 10 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2016 to 2024. 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 employs tailored portfolios using various investment vehicles and incorporates fundamental and technical analysis, periodic rebalancing, and third-party manager relationships to support its clients.

Keri Vetere is a financial advisor at SageSpring Wealth Partners with three years of industry experience. She holds a Series 65 credential and has previously worked at Premier Private Wealth, Beacon Capital Management, Edelman Financial Engines, and C&A Financial Group. SageSpring Wealth Partners is an SEC-registered advisory firm managing 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 offers personalized investment management, financial planning, and retirement plan consulting, using a goals-based approach that combines asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Garrett Smith is a CFP® with three years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and has experience outside of finance as the owner and DJ for GS Wedding Services. SageSpring Wealth Partners manages roughly $8.5 billion for over 11,500 clients, including both individual households and a range of institutional clients. The firm offers discretionary investment management and consulting, utilizing fundamental and technical analysis along with tailored portfolios that include a diverse array of investment products.

Cash Tunstall is a CFP® professional with 13 years of experience in financial advisory services. He is a partner at SageSpring Wealth Partners in Franklin, TN, and previously worked at Raymond James Financial Services Advisors Inc. from 2013 to 2016. In addition to his advisory role, he assists clients with non-variable insurance as an agent. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment vehicles and leveraging multi-team scale and institutional expertise.

Jonathan Workman is a financial advisor at SageSpring Wealth Partners with nine years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Morgan Stanley and Chimera Securities LLC. He also has experience outside of finance, having worked at Marine Park Golf Course. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsors, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs a tailored investment approach using fundamental and technical analysis and leverages multi-team scale alongside access to OCIO and TAMP services.

Taylor Keen is a CFP® certificant with seven years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior experience includes roles at Raymond James Financial Services and High Street Development Group. He is also a licensed agent recommending and selling life insurance policies in line with financial planning. SageSpring Wealth Partners serves a broad mix of individual and institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm employs tailored portfolios and leverages multi-team scale to manage approximately $8.5 billion for over 11,500 clients.

Samantha Gilgosch is a financial advisor at SageSpring Wealth Partners with two years of industry experience and a Series 65 credential. She has worked at several firms, including Sequoia Financial Group, SimplePath Wealth Management, and Great Waters Financial. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and supported by about 75 advisors. The firm serves a diverse range of individual and institutional clients, offering personalized investment management, financial planning, and retirement plan consulting through a goals-based, discretionary approach that integrates various strategies and third-party managers.

Hannah Wright is a CFP® and Series 66 licensed advisor with Sagespring Wealth Partners, bringing four years of industry experience. She previously worked at Baird for five years and has experience in diverse roles including at Shooting Star Country Club and Sneds Junior Golf Tour. Sagespring Wealth Partners serves a broad client base that includes both individual households and institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored investment management and consulting services, utilizing a multi-team approach and a variety of investment strategies and third-party manager relationships.

Jordan Wedell is a CFP®-certified financial advisor with 10 years of experience. He has worked at SageSpring Wealth Partners since 2016 and was previously with Raymond James Financial Services, Inc. for eight years. Wedell also serves as an insurance agent working with clients to address insurance needs within comprehensive financial plans. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, retirement plan consulting, and third-party manager oversight. The firm employs a tailored investment approach that includes a broad range of asset types and leverages multi-team scale and institutional relationships alongside traditional wealth management services.

Mary Gilmer is a CFP®-certified financial advisor with five years of industry experience, currently with SageSpring Wealth Partners. She previously worked at Raymond James Financial Services and Warren Averett Asset Management. Outside of her advisory role, she is a partner and owner of Stone Builders Group, a business unrelated to investment activities. SageSpring Wealth Partners serves a diverse clientele, including individual and institutional clients such as retirement plans, banks, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement consulting, employing tailored portfolios and a mix of fundamental and technical analysis alongside third-party manager relationships and platform services.

Devonte Thomas is a CFP® with four years of industry experience, currently working at SageSpring Wealth Partners. He has held roles at SageSpring since 2022 and previously worked at Raymond James Financial Services and CenterPoint Energy. In addition to his advisory work, he pursues photography on the side since moving to Nashville. SageSpring Wealth Partners serves a diverse client base that includes individuals, institutional investors, and plan sponsors. The firm offers tailored investment management and consulting services, integrating fundamental and technical analysis with access to third-party managers and technology platforms.

Charles Mc Donald IV is a CFA® charterholder and financial advisor at SageSpring Wealth Partners with one year of industry experience. Prior to joining SageSpring, he worked at Kibo Capital Group, OakPoint, Deloitte, Ernst & Young, and held roles at Vanderbilt University and the University of Tennessee. He is a partner in a family-owned property management business, assisting seasonally with tax-related tasks. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing fundamental and technical analysis, offering access to OCIO and TAMP programs alongside traditional wealth management.

Bob Sircy Jr. is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with 19 years of industry experience. He holds the Series 66 credential and has worked previously at Southwestern Insurance Group and Raymond James Financial Services Advisors, Inc. He serves as a team member of the Sircy-Hurd Wealth Group within SageSpring Wealth Partners. SageSpring Wealth Partners serves individual clients ranging from non-high-net-worth to high-net-worth households, as well as institutional and plan sponsor clients including retirement plans, banks, insurance companies, and government entities. The firm provides discretionary investment management, financial planning, and consulting services, utilizing tailored portfolios and a combination of fundamental and technical analysis.