HS Wealth Partners

Anthony Steffan is a CFP® with 30 years of industry experience. He is currently with HS Wealth Partners, where he has worked since 2024. His prior experience includes roles at Cambridge Investment Research Advisors and UBS Financial Services. In addition to advising, he is a licensed insurance agent and dedicates a portion of his time to insurance sales and implementation of insurance recommendations. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and provides ongoing portfolio supervision and reporting.

Joshalyn Baca is a financial advisor at HS Wealth Partners with 23 years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and Cambridge Investment Research Advisors. Baca is also a licensed insurance agent involved in insurance sales and implementation. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach and manages approximately $397.6 million for around 180 clients.

Pete Henderson is a financial advisor at HS Wealth Partners with 32 years of industry experience. He holds Series 63 and 65 licenses and has worked previously at UBS Financial Services and Cambridge Investment Research Advisors. Henderson is also an independent insurance agent. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, trusts, and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Jack Henderson is a financial advisor at HS Wealth Partners in Nashville, TN, holding a Series 65 designation. He began his career at HS Wealth Partners in 2024 and has prior experience at Stifel and other roles outside the financial industry. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, offering discretionary investment management and comprehensive financial planning. The firm employs a primarily long-term, fundamental investment approach with portfolios constructed of ETFs, individual equities, and bonds, and provides ongoing portfolio supervision and reporting.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

Nicholas Frattali is a financial advisor at HS Wealth Partners with one year of industry experience. He holds a Series 65 designation and has worked at TigerOak Management, L.L.C. since 2024. In addition to his advisory role, he manages a tax preparation and planning business, Frattali and Company. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates, providing discretionary investment management and comprehensive financial planning. The firm emphasizes a long-term, fundamental investment approach and acts as a fiduciary while offering portfolio supervision and retirement distribution guidance.