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 eight years of industry experience and currently serves as a financial advisor at SageSpring Wealth Partners. He has previously worked with Raymond James Financial Services and Raanes Capital Advisors. SageSpring Wealth Partners serves a diverse client base including individuals, institutional investors, and plan sponsors, offering tailored investment management and consulting services. The firm combines multi-team scale with access to OCIO and TAMP programs, managing approximately $8.5 billion across 11,500 clients.

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 in Franklin, TN, with nine years of industry experience. He holds the Series 65 and Series 66 credentials and has previously worked at Chimera Securities LLC and Morgan Stanley. Workman has also been involved with Marine Park Golf Course in a prior role. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels, institutional investors, and plan sponsors. The firm provides discretionary investment management, financial planning, and retirement consulting, utilizing a tailored approach that incorporates multiple asset types, fundamental and technical analysis, and third-party manager relationships.

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.

John Baugh is a financial advisor at SageSpring Wealth Partners in Franklin, TN, holding a Series 65 designation with over a decade of experience. He has been associated with Lay & Baugh Law since 2013. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets with around 75 advisors. The firm serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Jordan Wedell is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. He was previously with Raymond James Financial Services for eight years. Wedell works as the lead advisor for the Wedell Wealth Team within SageSpring. SageSpring Wealth Partners serves a diverse client base that includes individual households across wealth levels as well as institutional and plan sponsor clients. The firm offers discretionary investment management, financial planning, retirement plan consulting, and oversight of third-party money managers, utilizing a variety of investment strategies tailored to client objectives and risk tolerance.

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 three 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 CenterPoint Energy. Outside of advising, he pursues photography as a part-time interest. SageSpring Wealth Partners serves a diverse client base, including individual households across wealth levels as well as institutional clients such as retirement plans and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and consulting services, using tailored portfolios and a combination of fundamental and technical analysis.

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 with 19 years of industry experience. He holds a Series 66 credential and has worked at firms including Raymond James Financial Services Advisors, Southwestern Investment Advisory Services, and Sircy-Hurd Wealth Group. Outside of advising, he is involved with the United Way of Metro Nashville. SageSpring Wealth Partners serves a diverse client base, including individuals ranging from non-high-net-worth to high-net-worth households, as well as institutional clients such as retirement plans and state governments. The firm offers tailored investment management and consulting services that incorporate both fundamental and technical analysis and employs a range of investment strategies alongside third-party manager relationships and platform services.

Stephen Lange is a financial advisor at SageSpring Wealth Partners with 18 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial Services from 2012 to 2024. Lange operates the Lange Wealth Team as a support business adjunct to his advisory role. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized discretionary investment management and consulting services, employing a wide range of investment strategies and leveraging third-party managers and platform solutions, supported by a multi-team structure of approximately 124 advisors.