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SageSpring Advisors Rank on Forbes Top Next-Gen Advisors List

FRANKLIN, Tenn., August 15, 2023—SageSpring Wealth Partners, an independent wealth management company, is excited to announce the recognition of six advisors on the Forbes Next-Gen Advisors list. 

Developed by SHOOK Research, the Forbes Next-Gen ranking focuses on several preliminary factors like assets under management and compliance records. Relevant data is then gathered about qualifying advisors via interviews and a deep due diligence process to review each advisor’s best practices. Forbes maintains that they only include advisors in their rankings who have proven themselves to be of the highest standards. 

“I am proud to say that these advisors passionately live out the mission and values of SageSpring every day. They prioritize our clients by providing unparalleled service,” said Jeff Dobyns, SageSpring’s President. “The next generation is in great hands with industry-leading advisors like these.” 

Congratulations to the following SageSpring advisors for their Top Next-Gen Best-in-State ranking:

  • Cash Tunstall CFP® | Executive Vice President, SageSpring
  • Brad Barnes CFP® | Executive Vice President, SageSpring
  • Lucas Swatzell | Senior Vice President, SageSpring
  • Jesse Scroggins AAMS® | Executive Vice President, SageSpring
  • Will Scroggins CFP® | Vice President, SageSpring
  • Brandon Kew CFP® | Vice President, SageSpring

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About SageSpring 

From its humble beginnings in 2002 to today, SageSpring–formerly Southwestern Investment Group–has continuously taken a holistic approach to financial advice. By prioritizing clients’ wellbeing, SageSpring gets to know what matters to clients in order to tailor counsel, helping clients reach their financial goals. SageSpring’s comprehensive money-management strategies are designed to help clients build a life of wealth and long-lasting financial independence. 

For more information or to speak to an advisor, visit

Media Contact

Jessica Roberson
Corporate Marketing Manager

Investment advisory services offered through SageSpring Wealth Partners, an independent registered investment adviser. SageSpring Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Representatives may not be registered to offer securities and advisory services in all states. 

The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2023) included: 42,108 nominations for all rankings, based on thresholds, 22,874 invited to complete online survey, 17,996 telephone interviews, 3,859 in-person interviews at advisors’ location, 1,487 virtual interviews and 3,738 individuals considered and 1,464 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/22 to 3/31/23 and was released on 8/8/23. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to


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Jeffrey T. Dobyns


President, SageSpring | Financial Advisor, RJFS 

Jeffrey T. Dobyns

President, SageSpring | Financial Advisor, RJFS

Beyond crunching numbers and investment strategies, at SageSpring, we’re about building relationships. When you encounter Founder & President of SageSpring, Jeff Dobyns, it’s easy to understand why this is at the very heart of who we are as a firm. You won’t find stuffy formalities with Jeff; instead, you can expect to find him sharing a warm smile, communicating a compelling vision, or patiently untangling life’s complex challenges with clients. He believes in truly getting to know clients, understanding their aspirations and priorities, and navigating their financial plans with a tailored, comprehensive approach. Our team members have often been caught taking notes on Jeff’s effortless relationship skills from a distance, and we admire them for striving to learn from one of the best. 

Jeff’s financial expertise and wisdom are the perfect match to his innate people skills. Jeff holds the prestigious CERTIFIED FINANCIAL PLANNERTM certification, Chartered Life Underwriter (CLU®), and Chartered Financial Consultant (ChLU®) designations, and has held executive positions with financial planning firms for more than two decades. 

His dedication extends beyond the office to the boardroom and the local community, where Jeff is passionate about giving back. He serves as Chairman of the Board of Men of Valor, a prison ministry and mentoring program. Jeff also serves on the board of Send Musicians to Prison, which shares hope, healing and restoration with the imprisoned through musicians & artists. Jeff actively supports other initiatives in the community by sitting on the board of The Signatry of Middle Tennessee and the Halftime Institute of Nashville. 

Witnessing his four children, Gracyn, Hunter, Tanner, and Logan, excel on the field is almost just as rewarding, if not more, than celebrating the victories of seeing his clients overcome obstacles and build wealth. Spending weekends boating on the lake, hiking mountain trails, and fishing with his family are the moments Jeff cherishes most. It’s this grounded perspective that reveals the true meaning of wealth for Jeff: not just numbers on a page, but the freedom to create experiences that enrich your life and the lives of those you love. When you choose the Dobyns McMillin Wealth Team, you choose more than financial expertise. You choose a partner who champions your dreams, celebrates your victories, and walks besides you on the path to achieving your unique goals.

**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER TM, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.