Jacob Powell is a CFP® professional with 13 years of industry experience. He has worked at SageSpring Wealth Partners since 2014 and had a one-year tenure at Raymond James Financial Services Advisors Inc. He is based in Franklin, TN. SageSpring Wealth Partners serves a diverse client base including individual households across wealth levels, institutional clients, and plan sponsors. The firm offers discretionary investment management and consulting services, utilizing a variety of investment products and both fundamental and technical analysis to tailor portfolios to client objectives.

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 Series 63 and Series 65 credentials and three years of industry experience. Prior to joining SageSpring, he worked at AllianceBernstein and has a background that includes roles at High Point University and John Green & Company Realtors. SageSpring Wealth Partners serves a diverse client base, including both non‑high-net-worth and high-net-worth individuals, as well as various institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management and consulting services using a range of investment strategies and leverages multi-team scale alongside access to OCIO and TAMP solutions.

Hannah Patterson is a CFP® and Series 66-registered financial advisor with six years of industry experience. She has worked at SageSpring Wealth Partners since 2019 and was previously with Raymond James Financial Services from 2020 to 2024. Outside of advisory work, she is an associate employee with the Deering Wealth Team. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional investors, and plan sponsors. The firm offers discretionary investment management, financial planning, and consulting services, utilizing a combination of fundamental and technical analysis along with a variety of portfolio strategies tailored to client goals.

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® with three years of industry experience, currently with SageSpring Wealth Partners. He previously worked at MassMutual Life Insurance Co and Mass Mutual Investors Services for four years. Outside of financial advising, he also works as an Uber driver on weekends. 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 tailored investment management and consulting services, combining multi-team scale with access to OCIO and TAMP platforms.

Allen Oakley Jr. is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding a Series 66 credential and seven years of industry experience. His prior roles include positions at Raymond James Financial Services, Pinnacle Bank, and Suntrust Advisory Services. He also works as a financial advisor with the Nail Wealth Team under the SageSpring umbrella and collaborates with Vanbridge on client insurance options. SageSpring Wealth Partners serves a diverse client base ranging from individual households to institutional and plan sponsor clients. The firm offers tailored investment management, financial planning, and consulting services, combining fundamental and technical analysis with customized portfolios that may include a range of traditional and alternative investments.

Elisa Jones is a financial advisor at SageSpring Wealth Partners with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Fifth Third Securities. She leads the Jones Wealth Team, where she meets with clients to develop financial plans and assess risk profiles. SageSpring Wealth Partners serves a diverse client base, including individual households and institutional clients such as retirement plans and municipal governments. The firm offers discretionary investment management and consulting services, utilizing a range of investment strategies tailored to clients’ objectives and risk tolerances.

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.