Daniel Ahlbrandt is a financial advisor at SageSpring Wealth Partners in Franklin, TN, with three years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services, Inc., LoanDepot, and various mortgage and title service firms. SageSpring Wealth Partners serves individual and institutional clients, offering discretionary investment management, financial planning, and consulting. The firm provides tailored portfolios using a broad range of investment strategies and combines multi-team scale with a mix of client types, including retirement plans, banks, and sovereign wealth funds.

Parker Green is a financial advisor at SageSpring Wealth Partners with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AllianceBernstein. SageSpring Wealth Partners manages approximately $8.5 billion for over 11,500 clients, serving both individual and institutional investors. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of investment strategies tailored to each client’s objectives and risk tolerance.

Hannah Patterson is a CFP® with six years of industry experience, currently serving as a Registered Branch Associate at SageSpring Wealth Partners. She has worked at Raymond James Financial Services Inc. and has a background that includes roles outside of finance such as at Neuhaus Foot & Ankle and the Dyersburg Dyer Co. Chamber of Commerce. SageSpring Wealth Partners manages assets for a diverse client base, including individual households and various institutional clients, offering tailored investment management, financial planning, and retirement plan consulting. The firm employs both fundamental and technical analysis and provides access to OCIO and TAMP programs alongside traditional wealth management services.

Dorothi Brown is a financial advisor at SageSpring Wealth Partners with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Raymond James Financial Services, Ameriprise Financial Services, and TD Ameritrade. Brown also serves as a registered branch associate with the Lighthouse Wealth Team as an independent contractor. 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, with portfolios tailored to client objectives using a range of investment vehicles and leveraging third-party manager relationships and platform services.

Drew Mcmillin is a CFP®-certified financial advisor with 16 years of industry experience, currently with SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial Services and Southwestern Investment Group. Outside of his advisory work, he serves on the finance and investment committee at Southpointe Community Church, overseeing budgeting and spending recommendations. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets, serving a diverse client base that includes high-net-worth individuals, institutions, and retirement plans. The firm provides discretionary, goals-based portfolio management and integrated financial planning services, with a range of investment strategies and specialized client relationships.

John O’Connor is a CFP® with six years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. His prior work history includes roles at Raymond James Financial Services and Wealth Enhancement Group. SageSpring Wealth Partners manages investment and financial planning services for a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm emphasizes tailored portfolios using a variety of investment vehicles and employs both fundamental and technical analysis as part of its management approach.

John Ernst is a CFP® professional with two years of industry experience, currently serving as a financial advisor at SageSpring Wealth Partners. Prior to joining SageSpring, he worked at MassMutual Life Insurance Co and Mass Mutual Investors Services for four years. Outside of his advisory role, he also drives for Uber on weekends. SageSpring Wealth Partners is an SEC-registered advisory 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, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting.

Allen Oakley Jr. is a financial advisor at SageSpring Wealth Partners with seven years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James Financial Services, Pinnacle Bank, and SunTrust. Oakley is also associated with the Nail Wealth Team within SageSpring. SageSpring Wealth Partners serves a diverse client base including individual households, institutional clients, and plan sponsors. The firm offers customized portfolios that utilize fundamental and technical analysis, with access to third-party managers and a range of investment strategies spanning stocks, bonds, alternatives, and more.

Elisa Jones is an advisor with SageSpring Wealth Partners in Franklin, TN, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at Raymond James Financial Services and Fifth Third Securities, among other roles. Jones also leads the Jones Wealth Team, where she meets with clients to discuss financial goals and develop financial plans. SageSpring Wealth Partners serves a diverse client base, including individual households and various institutional clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a range of investment strategies and access to institutional-quality platforms and services.

Richard Smith is a financial advisor at SageSpring Wealth Partners with over 20 years of industry experience. He holds the Series 66 designation and has previous experience at Raymond James Financial Services, where he worked from 2006 to 2024. Smith serves as a committee member for the nonprofit Both Hands, advising on its financial activities. SageSpring Wealth Partners serves a diverse client base including individuals, institutional clients, and plan sponsors, providing discretionary investment management, financial planning, and consulting services. The firm employs a tailored investment approach utilizing a range of asset types and leverages both fundamental and technical analysis, with a distinctive multi-team scale and a mix of institutional clients.

Harrison Holder is a CFP® and Series 66-licensed financial advisor with three years of industry experience. He has worked at SageSpring Wealth Partners since 2022 and previously at Raymond James Financial Services and Ernst & Young. Holder is also involved with the Sircy-Hurd Wealth Team in a financial advisor capacity. SageSpring Wealth Partners serves a diverse clientele including individual, institutional, and plan sponsor clients, offering discretionary investment management, financial planning, and retirement plan consulting. The firm combines multi-team scale with a broad range of investment strategies and oversight capabilities, managing approximately $8.5 billion for over 11,500 clients.