Jordan McFarland is a financial planner with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses as well as the CFP® designation. Jordan is also an Enrolled Agent, permitted to practice before the IRS, and focuses on tax planning for business owners and founders. SageSpring Wealth Partners manages approximately $8.5 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, utilizing a goals-based approach that incorporates asset allocation, ongoing monitoring, and both fundamental and technical analysis.

Kyler Smith is a CFP® and holds a Series 66 license with three years of industry experience. He is currently an advisor at SageSpring Wealth Partners and has previously worked at Raymond James Financial Services, Edward Jones, and The Capital Chart Room. SageSpring Wealth Partners serves a diverse client base that includes individual households and various institutional clients such as retirement plans, banks, and state and municipal governments. The firm provides discretionary investment management, financial planning, and consulting, with portfolios tailored to client objectives and a mix of investment strategies including individual securities, ETFs, alternatives, and direct indexing.

Ryan Hensley is a financial advisor at SageSpring Wealth Partners in Frisco, TX, holding the CFP® and ChFC® designations with 10 years of industry experience. His prior experience includes roles at Raymond James Financial Services from 2015 to 2024. Outside of his advisory work, he serves as Treasurer for Rhea's Mill Baptist Church, handling bookkeeping and financial reporting duties. 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 a range of investment vehicles and combines multi-team scale with access to outsourced CIO and TAMP solutions.

Tyler Nace is a CFP® professional with 18 years of experience, currently serving at SageSpring Wealth Partners. His prior roles include positions at Raymond James Financial and Ken Zahn Inc, as well as involvement with the Financial Planning Association. Outside of his advisory work, he owns and partners in residential real estate rental properties. SageSpring Wealth Partners is an SEC-registered firm managing approximately $6.5 billion in discretionary assets across a team of about 75 advisors. The firm provides personalized investment management, financial planning, and retirement plan consulting services to a diverse client base that includes high-net-worth individuals, institutions, and charitable organizations.

Jason Poe is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James Financial Services from 2006 to 2024 before continuing his career at SageSpring Wealth Partners since 2006. SageSpring Wealth Partners serves a diverse client base, including individual households, institutional clients, and plan sponsors, offering customized portfolios that integrate a variety of investment vehicles and strategies. The firm combines multi-team scale with institutional expertise and provides discretionary investment management, financial planning, retirement plan consulting, and access to third-party managers and OCIO/TAMP programs.

Lauren Williams is a financial advisor at SageSpring Wealth Partners with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including UBS Financial Services, Raymond James Financial Services, Comerica Securities, and MassMutual Life Insurance. SageSpring Wealth Partners serves a diverse client base ranging from non-high-net-worth individuals to institutional clients such as retirement plans and sovereign wealth funds. The firm offers tailored discretionary investment management, financial planning, and consulting services, utilizing a range of investment strategies and third-party manager relationships.

Nickolas Parker is a CFP® with seven years of experience in financial advisory services, currently serving at SageSpring Wealth Partners. His prior roles include work at Raymond James Financial Services and involvement with the Omar Tennis Academy. He also provides advisory support as an independent contractor with another financial team in Frisco, TX. SageSpring Wealth Partners manages approximately $8.5 billion across 11,500 clients, serving a diverse clientele that includes individual households, institutional clients, and plan sponsors. The firm offers customized investment management and consulting services, utilizing a variety of asset types and strategies tailored to client objectives and risk tolerance.

Ralph De Belle is a financial advisor at SageSpring Wealth Partners with a Series 65 credential and one year of industry experience. He previously worked at Charles Schwab & Co., Inc. and Hilltop Securities Inc. Outside of finance, he has experience working in the food service industry at Ifratelli Pizza. 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, financial planning, and consulting services, utilizing a mix of individual securities, funds, alternative investments, and third-party manager relationships.

Benjamin Biggs is a financial advisor with SageSpring Wealth Partners in Frisco, TX, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Raymond James Financial Services in various capacities between 2008 and 2016 before joining SageSpring Wealth Partners, where he has been since 2008. He is also president of Biggs Wealth Team, a support company that assists clients with retirement planning and asset management. SageSpring Wealth Partners serves a diverse client base including individual, institutional, and plan sponsor clients. The firm offers discretionary investment management, financial planning, and consulting services, tailoring portfolios using various asset types and employing both fundamental and technical analysis, combined with multi-team resources and institutional capabilities.

Brian Hart is a CFP® professional with 17 years of experience in financial advising. He currently works at SageSpring Wealth Partners and previously spent 11 years with Raymond James Financial Services. Hart operates an independent support company as an independent contractor. 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 retirement plan consulting, tailoring portfolios to client objectives and utilizing a range of investment strategies and third-party manager relationships.

Hayden Lusk is a financial advisor at Sagespring Wealth Partners with CFP® and Series 66 credentials and four years of industry experience. Prior to joining Sagespring in 2022, he worked at Raymond James Financial Services, Inc., Raytheon Technologies, The Boeing Company, and Best Buy. Sagespring Wealth Partners serves a diverse client base, including individual households across wealth levels and various institutional clients such as retirement plans, banks, insurance companies, and sovereign wealth funds. The firm provides discretionary investment management, financial planning, and retirement plan consulting, employing tailored portfolios that incorporate fundamental and technical analysis alongside multi-team resources and third-party manager relationships.

Marco Silva 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 Edward Jones and Voigt-Abernathy. Before entering the financial sector, Silva spent three years at Callaway Golf. SageSpring Wealth Partners is an SEC-registered advisory firm managing approximately $6.5 billion in discretionary assets and serving a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers personalized investment management and financial planning through a goals-based approach, utilizing asset allocation, monitoring, and a range of investment strategies, while also providing services to less-common client types such as sovereign wealth funds and banking institutions.