SageGuard Financial Group, LLC

Jeffrey Atchison is a Series 65 licensed financial advisor with 15 years of industry experience. He has worked at SageGuard Financial Group, LLC since 2022 and previously served at Alphastar Capital Management LLC and Sageguard Investment Advisory Services. Outside of his advisory role, he is the owner of Great Elm Properties, LLC, a property investment business. SageGuard Financial Group is a multi-advisor registered investment adviser that serves individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across asset classes, managing both discretionary and non-discretionary accounts.

Lukas Smith is a financial advisor at SageGuard Financial Group, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked previously at UBS Financial Services and Alphastar Capital Management LLC. In addition to his advisory role, he is a licensed insurance agent who occasionally offers insurance products to clients. 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 comprehensive financial planning and portfolio management using a combination of fundamental and technical analysis across a range of model strategies.

Jeffrey Ward is a financial advisor at SageGuard Financial Group, LLC, holding Series 63 and Series 65 licenses. He has been with SageGuard since 2025 and has prior experience in residential real estate sales as president of Realty N Motion Inc. He is also licensed to sell life and health insurance policies. 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 comprehensive financial planning and portfolio management using a combination of fundamental and technical analysis across a range of model strategies.

Darwin Johnson is a financial advisor with SageGuard Financial Group, LLC, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked with SageGuard Financial Group since 2009, including multiple roles from 2012 onward, and has also been associated with Alphastar Capital Management LLC since 2021. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement diversified portfolios through a range of model strategies tailored to various risk profiles, managing a significant portion of assets on both discretionary and non-discretionary bases.

Patrick Wehrly is a financial advisor at SageGuard Financial Group, LLC with 14 years of industry experience. He holds a Series 65 credential and has worked at SageGuard Financial Group since 2014, with prior experience operating his own office since 1993. Outside of advising, he owns a charter yacht business and a self-storage facility in Spring, TX, and 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, pension and profit-sharing plans, and business entities. The firm offers comprehensive financial planning and portfolio management, employing both fundamental and technical analysis across a range of model strategies and asset allocations.

John Evans is a CFP® with 23 years of experience in the financial services industry. He is currently with SageGuard Financial Group, LLC and has held roles at Alphastar Capital Management LLC, Brookstone Capital Management LLC, and operates Evans Advisory Services, which provides financial services including fixed annuities and life insurance products. Outside of financial advising, he assists a real estate sales executive with residential property transactions. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis and offers a range of model strategies, managing a majority of its assets on a non-discretionary basis.

Paul Good is a financial advisor with SageGuard Financial Group, LLC, holding a Series 66 license and two years of industry experience. Prior to joining SageGuard, he worked briefly at Equitable Advisors and has been involved in coaching soccer, serving as the goalkeeper director for Tennessee United Soccer Club and 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 with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a range of model strategies, managing a majority of assets on a non-discretionary basis.

Chad Wood is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 designation and three years of industry experience. He has worked with SageGuard Financial Group since 2022 and also serves as an Account Manager at Pineywoods Financial. Outside of financial advisory roles, he has been involved with Muy Grande Outdoors LLC and TW Group LLC in prior years. 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 a combination of fundamental and technical analysis across a range of model strategies and asset allocations.

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 previously worked at Alphastar Capital Management LLC and Regions Bank. Perez is the owner and founder of Union Financial Services, LLC, a business focused on 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 with portfolio management and comprehensive financial planning. The firm uses a combination of fundamental and technical analysis to implement a variety of model strategies across different risk profiles and asset allocations.

Mariah Box is a financial advisor with SageGuard Financial Group, LLC in Nacogdoches, TX, holding a Series 65 designation and over eight years of professional experience. Her background includes roles at Pineywoods Financial Services, Lovelady Directional Drilling, and Cypress Environmental Services. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and financial planning. The firm employs a combination of fundamental and technical analysis, offering a range of model strategies from conservative to aggressive growth, and manages a significant portion of assets on a non-discretionary basis.

Hannah Johnson is a financial advisor at SageGuard Financial Group, LLC with two years of industry experience. She holds a Series 65 designation 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 offers portfolio management and comprehensive financial planning, employing both fundamental and technical analysis across a range of model strategies with discretionary and non-discretionary account management.

Jacob Fallon is a financial advisor with SageGuard Financial Group, LLC in Phoenix, AZ. He holds Series 65 and Series 66 licenses and has five years of industry experience. His prior roles include positions at Dobbins Wealth Management, PLLC, Sawston Wealth Management, LLC, and Capstone Investment 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 with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a range of model strategies, managing a significant portion of assets on a non-discretionary basis.

David Cowee is a financial advisor with SageGuard Financial Group, LLC, holding a Series 65 credential and 18 years of industry experience. He has previously worked with Alphastar Capital Management LLC and Sageguard Investment Advisory Services, and he is president of Pineywoods Financial, where he is also a licensed insurance agent. Outside of his advisory work, he serves as an elder and board member of the nonprofit Fredonia Hill Baptist Church in Nacogdoches, Texas. SageGuard Financial Group is a multi-advisor registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, and business entities with portfolio management and comprehensive financial planning. The firm employs both fundamental and technical analysis and offers a variety of model strategies, managing a majority of assets on a non-discretionary basis.