FRANKLIN, Tenn., April 2026 – SageSpring Wealth Partners is honored to announce that twelve of its advisors have been named to the prestigious Forbes Best-in-State Wealth Advisors list for 2026. This recognition highlights their continued dedication to serving clients with thoughtful guidance, technical excellence, and a deep commitment to relationships.
At SageSpring, recognition like this is viewed not as an individual achievement, but as a reflection of the trust clients place in their advisors every day. The firm’s approach—centered on long-term planning, personal connection, and stewardship—continues to guide how advisors serve individuals, families, and business owners across the country.
“This recognition is meaningful, but what it represents matters more,” said Jeff Dobyns, President and Founder of SageSpring Wealth Partners. “It reflects the trust our clients place in us and the responsibility we have to walk alongside them through important financial decisions and life transitions. We are proud of our advisors and the way they care for the people they serve.”
The Forbes Best-in-State Wealth Advisors ranking, developed by SHOOK Research, is based on a rigorous evaluation process that includes both qualitative and quantitative criteria, such as industry experience, best practices, and client engagement.
SageSpring remains committed to helping clients build, grow, enjoy, and ultimately transition their wealth with purpose. By aligning financial strategies with each client’s values and long-term goals, the firm seeks to create clarity and confidence—not just in finances, but in the lives those finances support.
The following SageSpring advisors were recognized on the 2026 Forbes Best-in-State Wealth Advisors list:
- Jesse Scroggins (Alabama)
- Will Scroggins (Alabama)
- Brandon Kew (Iowa)
- Matt Atchison (Nebraska)
- Jeff Dobyns (Tennessee)
- Mark Deering (Tennessee)
- Zach Hurd (Tennessee)
- Michael Purifoy (Tennessee)
- John Nail (Tennessee)
- Daniel Todd Peterman, Jr. (Tennessee)
- Cash Tunstall (Tennessee)
- Brad Barnes (Tennessee)
About SageSpring Wealth Partners
Founded in 2002, SageSpring Wealth Partners is an independent, fiduciary wealth management firm dedicated to helping clients steward their resources with purpose. The firm takes a holistic approach to financial planning—seeking to understand what matters most to each client and aligning strategies accordingly. Through long-term relationships, thoughtful planning, and disciplined execution, SageSpring helps clients pursue financial clarity, confidence, and lasting impact.
Disclosures
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. 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.
Media Contact
Jessica Roberson
Corporate Marketing Manager, SageSpring
615.861.8876
