SageSpring Wealth Partners

At SageSpring, we believe the strongest firms are built through partnership, leadership development, and loyalty.

That's why we're proud to celebrate five advisors who have recently become partners within their wealth teams:

• Elliot Gild, CFP®, CEPA® – Tunstall Gild Wealth Team
• Kerry Oakley – Nail Wealth Team
• Nickolas Parker, CFP® – Biggs Parker Wealth Team
• Laurie Snively, CFP® – Peterman Snively Wealth Team
• Jackson Wilcox CPA, CFP® – Deering Wealth Team

Each of these advisors has earned the trust of clients, teammates, and colleagues through years of commitment, leadership, and service. Their new partnership roles reflect not only individual achievement, but a shared commitment to the future of their teams and the individuals and families they serve.

Please join us in congratulating Elliot, Kerry, Nick, Laurie, and Jackson on this exciting milestone!

SageSpring Wealth Partners Announces New Team Partnerships | SageSpring Wealth Partners SageSpring Wealth Partners is proud to announce several new advisor team partnerships across the firm, reflecting the continued growth of these wealth practices and the expanding role each advisor plays within their team. The following advisors have formally entered into partnership within their res...

A proud moment for SageSpring!

We’re excited to recognize twelve advisors named to the 2026 Forbes Best-in-State Wealth Advisors list—an exceptional group who continue to show up with care, discipline, and a commitment to doing meaningful work.

Please join us in congratulating them on this well-earned recognition!

Matt Atchison | Brad Barnes, CFP® | Mark Deering | Jeff Dobyns | Sircy-Hurd Wealth Team at SageSpring Wealth Partners | Brandon Kew, CFP® | John Nail | Peterman Snively Wealth Team | Purifoy Wealth Team | Jesse A. Scroggins | Will Scroggins | Cash Tunstall, CFP®

View the full list here: https://www.forbes.com/lists/best-in-state-wealth-advisors/

The Forbes | SHOOK® America’s Top Wealth Advisors and Best-in-State Wealth Advisors rankings were developed by SHOOK Research, LLC. The rankings are based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of the ranking algorithm that includes: client impact, industry experience, client retention, review of best practices, credentials, compliance records and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Out of 52,043 nominations received, 11,302 advisors made the list. Data as of 6/30/25, and the list was published April 2026. This ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Past performance is not an indication of future results. This ranking is not based on the services/advice offered by our financial advisors. Neither SageSpring Wealth Partners nor any of its Financial Advisors pay a fee in exchange for this award/rating. SageSpring Wealth Partners is not affiliated with Forbes or SHOOK Research.