SageGuard Financial Group, LLC

Jeffrey Atchison is a financial advisor at SageGuard Financial Group, LLC with 15 years of industry experience. He holds a Series 65 designation and has worked at several firms including Alphastar Capital Management LLC and Brookstone Capital Management LLC. Outside of advisory work, he owns and manages Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management and financial planning using model portfolios and a range of investment strategies, managing approximately $755.7 million across roughly 2,469 clients.

Lukas Smith is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and 13 years of industry experience. His career includes prior roles at UBS Financial Services and Alphastar Capital Management LLC before returning to SageGuard Financial Group, where he has worked in total for nine years. In addition to his advisory work, he is a licensed insurance agent and occasionally offers insurance products. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm focuses on portfolio management and comprehensive financial planning using model portfolios and various investment sleeves, managing a substantial non-discretionary asset base across a diverse client spectrum.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has a background in residential real estate sales, serving as President of Realty N Motion Inc since 2018. He is also licensed as a life and health insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning using model portfolios tailored to varying risk profiles, managing approximately $755.7 million across 2,469 clients.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. He has been associated with SageGuard Financial Group in various capacities since 2009, with a two-year tenure at Alphastar Capital Management LLC from 2021 to 2023. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a range of model portfolios and investment sleeves, managing approximately $755.7 million across roughly 2,469 clients.

Patrick Wehrly is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and 15 years of industry experience. He has worked at SageGuard in two periods totaling over a decade and was also employed at Alphastar Capital Management LLC. Outside of advisory work, he owns a charter yacht business and a self-storage facility, and he provides income tax preparation services as an enrolled agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, and business entities with portfolio management and financial planning services. The firm manages approximately $755.7 million across a range of model portfolios and strategies, with a notable emphasis on non-discretionary asset management and varying account minimums to match client risk profiles.

John Evans is a CFP® with 23 years of industry experience. He is currently with SageGuard Financial Group, LLC, where he has worked for several years in total, and previously held roles at Alphastar Capital Management LLC, Brookstone Capital Management LLC, Greenbook Investment Management, Inc., and Xelan Financial Planning, Inc. In addition to his advisory work, Evans is president of Evans Advisory Services, a firm providing comprehensive financial services including fixed annuities and life insurance products, and he assists with residential real estate sales at The Landings Company in Savannah, GA. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a variety of model portfolios and sleeves tailored to client risk profiles, managing a substantial base of non-discretionary assets.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 designation and three years of industry experience. He has worked at SageGuard Financial since 2023 and previously spent time at Equitable Advisors, LLC. Outside of financial advising, he serves as the goalkeeper director for Tennessee United Soccer Club and is the head boys' soccer coach at Merrol Hyde Magnet School. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides ongoing portfolio management and comprehensive financial planning, overseeing approximately $755.7 million in assets through a variety of model portfolios and strategies tailored to different client risk profiles.

John Brewington is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. He previously worked at Allstate and has been involved with various religious and community organizations, including Indian Lake Peninsula Church and the International Mission Board. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across a range of model portfolios and investment sleeves, with a notable emphasis on non-discretionary asset management.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC and holds a Series 65 designation. He has four years of industry experience and has previously worked at Alphastar Capital Management, LLC and Pineywoods Financial. Outside of financial advising, he was involved with Muy Grande Outdoors LLC and TW Group LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides portfolio management and comprehensive financial planning, managing approximately $755.7 million across a range of model portfolios and strategies tailored to different risk profiles.

David Perez is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at SageGuard since 2020, with prior experience at Alphastar Capital Management LLC and Regions Bank. Perez is also the owner and founder of Union Financial Services, LLC, a firm that provides annuity and life insurance sales and planning. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a variety of model portfolios and strategies, managing approximately $755.7 million across a 14-advisor team.

Mariah Box is a financial advisor at SageGuard Financial Group, LLC with a Series 65 designation and one year of industry experience. Her prior work history includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, Cypress Environmental Services, Castilaw Environmental Services, the U.S. Forest Service, and Timber Pro Forest Service. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers ongoing portfolio management and comprehensive financial planning using a suite of model portfolios and sleeves tailored to varying risk profiles, managing about $755.7 million for roughly 2,469 clients with a 14-advisor team.

Brian Ruttenbur is a financial advisor at SageGuard Financial Group, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes positions at Drexel Hamilton, LLC, Imperial Capital, LLC, Smart Rent, and Alarm.com. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning through a variety of model portfolios and investment sleeves, managing approximately $755.7 million across roughly 2,469 clients.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with three years of industry experience. She holds a Series 65 license and previously worked at Alphastar Capital Management and Capital City Financial Group. In addition to her advisory role, she is also licensed as an insurance agent. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million through a 14-advisor team, offering portfolio management and comprehensive financial planning using a suite of model portfolios and investment sleeves tailored to different client risk profiles.

Jacob Fallon is a financial advisor at SageGuard Financial Group, LLC with five years of industry experience. He holds Series 65 and Series 66 licenses and has worked at several firms, including Dobbins Wealth Management, PLLC, and Sawston Wealth Management, LLC. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm offers portfolio management and comprehensive financial planning using a range of model portfolios and sleeves with varying account minimums, managing approximately $755.7 million across a 14-advisor team.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 license and bringing 19 years of industry experience. He has previously worked at Alphastar Capital Management LLC and Sageguard Investment Advisory Services and has been president of Pineywoods Financial since 1994. Outside of his advisory work, he serves as an elder on the board of Fredonia Hill Baptist Church, overseeing spiritual and business matters. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm manages approximately $755.7 million across 2,469 clients, using a documented Investment Policy Statement and a range of model portfolios to accommodate various risk profiles, with a notable emphasis on non-discretionary account management.