Chase Keen is a CFP®-certified financial advisor with eight years of industry experience, currently with SageSpring Wealth Partners. He previously worked at Raymond James Financial Services and Ramsey Solutions. SageSpring Wealth Partners serves a diverse client base including high-net-worth individuals, institutional investors, and plan sponsors, offering tailored investment management, financial planning, and consulting services. The firm employs a range of strategies and leverages multiple platforms to provide comprehensive wealth management and institutional solutions.

Bryson Tayes is a CFP® and holds a Series 65 license, currently with SageSpring Wealth Partners. He has one year of industry experience and previously worked at Mountain High Outfitters and held academic positions at Samford University and Christ Presbyterian Academy. SageSpring Wealth Partners serves a diverse client base including individuals and institutional clients, offering tailored investment management, financial planning, and retirement consulting services. The firm combines multi-team scale with a range of institutional client types and provides access to OCIO and TAMP services alongside traditional wealth management.

William Franca is a financial advisor with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Silver Oak Securities since 2014 and is also affiliated with Vision Asset Management. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a multi-team network of over 100 professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Mark Huhta is a financial advisor at AlphaStar Capital Management with three years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked with multiple firms including Gradient Advisors, Desert Rose Capital Management, and Brookstone Wealth Advisors. Outside of finance, he is also an independent musician involved in recording sessions and live performances. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs a combination of strategic and tactical investment approaches using diverse asset types and third-party portfolio construction tools.

Jacob Powell is a CFP® with 12 years of experience in financial advising. He has been with SageSpring Wealth Partners since 2014 and previously worked at Raymond James Financial Services Advisors Inc. from 2014 to 2024. SageSpring Wealth Partners serves a diverse client base including individual households, institutional investors, and plan sponsors. The firm offers customized investment management and consulting services, combining fundamental and technical analysis with a range of investment strategies and third-party manager relationships.

Jon Pourchot is a financial advisor at OneAscent Financial Services LLC with one year of industry experience and holds a Series 65 designation. His prior experience includes roles at Financial Strategies Group LLC, the Tennessee Department of Treasury, Poplar Heights Baptist Church, and Union University. OneAscent Financial Services LLC is a multi-team registered investment adviser serving individuals, retirement plans, trusts, broker/dealers’ customers, and institutions through multiple advisory teams. The firm offers a range of asset management and financial planning services, utilizing individualized asset-allocation guidelines and various model-based platforms.

Wilson Reece is a CFP® professional with six years of industry experience, currently advising at Brighton Jones LLC. His prior roles include nine years at Homrich Berg and two years at Dixon Hughes Goodman. Outside of advising, he serves on the boards of directors for two nonprofit organizations, Full Count Ministries and Homes4Homes. Brighton Jones LLC provides comprehensive wealth management services to high-net-worth and ultra-high-net-worth individuals and families, retirement plan sponsors, charitable organizations, and trusts. The firm emphasizes a holistic, balance-sheet approach and offers a range of services including discretionary and non-discretionary investment management, tax preparation, family office services, and access to private investment opportunities.

James Justice is a financial advisor with United Advisor Group, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors, THE O.N. Equity Sales Company, and Ohio National Financial Services. He is also an independent insurance agent through Ascension Financial Partners. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent investment adviser representatives, offering discretionary and non-discretionary investment management, financial planning, family office services, and financial education. The firm employs a variety of investment approaches, including proprietary model portfolios and third-party money managers, tailored to client needs.

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.

Scott Winters is a financial advisor with IPI Wealth Management, Inc. in Brentwood, TN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with IPI Wealth Management since 2000 and is also associated with Investment Planners, Inc. since 1996. Outside of advisory work, he is involved in tax preparation through Investment Planners, PLLC. IPI Wealth Management serves a diverse client base that includes individual investors, charitable and corporate clients, and retirement plans. The firm employs an open-architecture investment platform with proprietary risk-based models and uses an investment committee framework, offering a range of portfolio management and financial planning services.

Dorothi Brown is a financial advisor with SageSpring Wealth Partners in Franklin, TN, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Her prior roles include positions at Ameriprise Financial Services and TD Ameritrade. She also works as an independent contractor with the Lighthouse Wealth Team. 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 including high-net-worth individuals, charitable organizations, corporations, and retirement plans, offering personalized investment management, financial planning, and retirement plan consulting with a goals-based portfolio management approach.

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.

Caroline Dougher is a CFP®-certified financial advisor with 21 years of industry experience, currently with Aprio Wealth Management, LLC. Her prior roles include positions at Mercer Global Advisors, HawsGoodwin Wealth, and Purshe Kaplan Sterling Investments. She is also involved in insurance sales through Aprio Risk Management, LLC. Aprio Wealth Management provides investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a range of strategies including asset allocation, technical analysis, and options-based portfolios, and is known for its multi-team structure and affiliation with a pension consulting business.

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.

Jeffrey Lynch is a ChFC® credentialed financial advisor with 39 years of industry experience, currently with On Investment Management CO in Nashville, TN. He has held long-term roles at THE O.N. Equity Sales Company and The Ohio National Life Insurance Company. Outside of his advisory work, he is involved as a partner in a restaurant franchise and participates in residential home renovation projects. Lynch also serves as president and board member of two small nonprofit organizations, Friends of FE Viva and World Promise. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, including fee-based planning and access to multiple third-party investment platforms, with both discretionary and non-discretionary management options.

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.

Adam Johnson is a financial advisor at Savvy with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Commonwealth Financial Network, Country Trust Bank, Country Capital Management Co, and Country Insurance Affiliates. Outside of advising, he is the founder of Revive Risk Management LLC, which sells home, auto, and commercial insurance, and he is co-trustee and owner of Dills Donuts Inc., a coffee and donut sales business. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term investment approach supplemented by active equity portfolios, tax-aware strategies, and technology-driven tools, including third-party sub-advisers and fintech platforms.