Evan Crouse is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. He has six years of industry experience, including roles at Warren Averett Asset Management, LLC and The Boeing Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals across various wealth levels, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management and financial planning services.

James Sandifer is a CFP® with 32 years of industry experience. He is currently with Waverly Advisors, LLC, where he has served since 2022, and previously led his own firm, JE Sandifer Financial Consultants Inc, operating as Sandifer & Associates, for ten years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm provides both discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private-market allocations.

Michele Fasanello is a financial advisor at Waverly Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has worked at firms including BCR Wealth Strategies and StoneX Financial Inc. before joining Waverly Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Diana Contorno is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 65 credential and previously worked at Warren Averett Asset Management, LLC and Kinsight, LLC. Outside of her advisory role, she serves as a marketing consultant for The Heritage Institute, LLC, which trains professionals to assist clients in transferring values and principles across generations. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Ethan Turner is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. Outside of finance, Turner has experience working with Tuscaloosa Parks & Recreation and in university recreation. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

Thomas Claud III is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Waverly Advisors, LLC and previously worked at OneAscent Family Office LLC, OneAscent Financial Services/OneAscent Wealth Management, and Resource Management Service, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Irby Thompson is a CFP® with 28 years of industry experience, currently serving at Waverly Advisors, LLC since 2023. His prior roles include positions at Raymond James & Associates, RFG Advisory, LLC, and Warren Averett Asset Management, LLC. He is also appointed as trustee and successor trustee of a family trust established by his father-in-law. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports its approximately 224 advisors through institutional custodians, technology platforms, and affiliated entities including a state-chartered trust company and a tax and accounting business.

Marc Salyers is a CFP® with 10 years of industry experience, currently serving at Waverly Advisors, LLC since 2022. He previously worked at JE Sandifer Financial Consultants Inc and Aptus Capital Advisors, LLC. Outside of his advisory role, Mr. Salyers owns and manages a rental property in Orlando, Florida. Waverly Advisors is a multi-team registered investment adviser that manages portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a combination of traditional equity and fixed-income strategies alongside alternative and private-market allocations, serving both non-HNW and high-net-worth clients.

Jonathan Osborne is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Waverly Advisors in 2022, he worked at Warren Averett Asset Management, LLC for eight years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of services including financial planning and multi-family office solutions.

Michael Barranco is a financial advisor with Waverly Advisors, LLC, holding Series 65 and Series 66 credentials and 19 years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at McDonald & Hagen Wealth Management, MB Consulting, LPL Financial, and Raymond James Financial Services. He is the owner of MB Consulting, an accounting-related business, and serves as a board member for two homeowners associations. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Laura Baker is a CFP® professional with four years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent eight years with B, H, H, & B, DBA Clark Financial Advisors. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Jennifer Kendall is a CFP® with six years of industry experience and is currently with Waverly Advisors, LLC. Her prior experience includes roles at The Welch Group, LLC and Warren Averett, LLC. Jennifer took a one-year break from the industry before joining Waverly Advisors in 2026. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base through institutional custodians and advanced planning tools.

Leigh Thrash is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked for Clark Financial Advisors from 2016 to 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers financial planning, retirement plan consulting, and multi-family office services.

David Conoly is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 license with two years of industry experience. Prior to joining Waverly Advisors, he worked at Invista Advisors and has a varied background including roles at Auburn University and several other businesses. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office solutions.

Carl Mcdonald Jr. is a financial advisor at Waverly Advisors, LLC with 37 years of industry experience. He has held roles at LPL Financial, Raymond James Financial Services, and operated his own firm, McDonald Financial Services, LLC. Mcdonald is also involved in managing Drytech, Inc., a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning and multi-family office services.

Aaron Nelson is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 23 years of industry experience. He previously worked at Emerant Wealth, LLC and Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individual, retirement plan, and pooled vehicle clients. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, and offers discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

Justin Russell is a financial advisor at Waverly Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and previously worked for Warren Averett Asset Management, LLC from 2006 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals across wealth levels, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and offers a range of investment management, financial planning, and multi-family office services.

Michael Barranco is a financial advisor at Waverly Advisors, LLC with 11 years of industry experience. He holds a Series 66 credential and previously worked at McDonald Financial Services LLC and LPL Financial, LLC. Outside of his advisory work, he teaches classes in Montgomery, AL. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of financial planning, retirement consulting, and multi-family office services.

Nicole Clarke is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Strategiq Financial Group LLC and SII Investments, Inc. Nicole is based in Birmingham, Alabama. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of wealth management and consulting services.

John Cox Jr. is a CFA® charterholder with 24 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022. His prior roles include positions at Warren Averett Asset Management, LLC and Kinsight, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets, offering discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

David Foreman is a CFP® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 15 years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office services.

Anneliese Roemer is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. She holds a Series 65 designation and previously worked for Warren Averett Asset Management, LLC from 2012 to 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of investment management, financial planning, and multi-family office services.

Grant Cardwell is a financial advisor at Waverly Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and Warren Averett, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private market allocations and offers a range of services including investment management, financial planning, and multi-family office services.

William Mc Mahon is a financial advisor at Waverly Advisors, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Warren Averett Asset Management, LLC and served in the United States Marine Corps. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Ryan Moore is a CFP® professional at Waverly Advisors, LLC with four years of experience at the firm and a total of two years in the financial industry. Prior to joining Waverly, he worked at Jones Lang LaSalle and COLSA Corporation, and spent five years at Auburn University. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-HNW and high net worth clients through a variety of advisory and planning services.

Miles Gunn is a Series 65 licensed financial advisor with Waverly Advisors, LLC in Birmingham, AL, where he has worked since 2025. He has one year of experience in the financial industry and previously held positions at Brasfield & Gorrie and Northwestern Mutual. His background also includes various roles at Samford University and other organizations. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office support.

Carson Eddy is a CFP® professional at Waverly Advisors, LLC with two years of industry experience. He previously worked at Cahaba Wealth Management, LLC and Strategic Financial Partners, and spent time at Samford University and Briarwood High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed income strategies with alternative and private market allocations, serving a diverse client base including both non-HNW and high net worth clients.

Mary Smith is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior roles include positions at Invista Advisors, LPL Financial, Raymond James Financial Services, and Morgan Stanley. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers a range of services including investment management, financial planning, and multi-family office solutions.

John Adams Jr. is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Warren Averett Asset Management, LLC for 10 years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private markets allocations, and provides financial planning, retirement plan consulting, and multi-family office services.

Steven Causey is a Series 66-licensed financial advisor at Waverly Advisors, LLC with 26 years of industry experience. He previously worked for Warren Averett Asset Management and Warren Averett, where he spent over three decades. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers a range of services including investment management, financial planning, and multi-family office support, combining traditional equity and fixed-income strategies with alternative and private-market investments.

Maria Mora Velasquez is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Samford University and Thompson High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and institutional clients across a broad range of strategies, including traditional equity and fixed income as well as alternative and private-market allocations. The firm offers investment management, financial planning, retirement plan consulting, and multi-family office services.

Andrew Gearhart is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding the CFP® designation with 15 years of industry experience. His prior experience includes roles at Warren Averett Asset Management, Kinsight, LLC, and Mass Mutual Investors Services. He serves on the board of a 501(c)(3) donor-advised charitable platform, contributing to business-related advisement. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm employs a diverse investment approach combining traditional equity and fixed-income strategies with alternatives and private markets, and offers a range of services including financial planning, retirement consulting, and multi-family office solutions.

Bradley Rathe is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 65 designation and previously worked at Strategiq Financial Group, LLC. Outside of his advisory role, he is the principal and managing director of Astor Janssen Holdings, LLC, a commodity pool operator. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering comprehensive investment management, financial planning, and multi-family office services.

Kaleigh Shipman is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has previously worked at Hightower Advisors, Raymond James & Associates, and Williamson Wealth Group, Inc. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non-discretionary and discretionary clients.

Jeffrey Helms is a CFP® professional with 15 years of industry experience. He currently works at Waverly Advisors, LLC, where he has been since 2022, and previously spent 10 years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving a broad client base that includes non-high net worth and high net worth individuals.

Dalton Clary is a CFP® professional with four years at Waverly Advisors, LLC and two years of industry experience. His prior roles include positions at Capstone Building Corp., FYZICAL Balance Centers, The University of Alabama, First United Methodist Church Tuscaloosa, and Northridge High School. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, serving clients through both discretionary and non-discretionary management.

David Sanderlin is a financial advisor with Waverly Advisors, LLC in Birmingham, AL. He holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at MML Investors Services LLC, MassMutual Life Insurance Co, and First Southern National Bank. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers both discretionary and non-discretionary portfolio management.

Elizabeth Brasher is a financial advisor at Waverly Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Warren Averett Asset Management, Oakworth Capital Bank, and Regions Bank. Outside of her advisory role, she has been involved in managing two non-investment-related businesses, Brasher Design Studio, LLC and LandBurro, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

Michael Kay is a CFA® charterholder with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC in Birmingham, AL. His prior work includes roles at The Kay Company and The Master's Study, as well as experience outside the financial sector. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and planning services.

Melanie Nichols is a CFP®, CFA®, and Series 65 professional with 21 years of industry experience. She has worked at Waverly Advisors, LLC since 2022 and previously spent 11 years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including financial planning, retirement plan consulting, and multi-family office solutions.

Kelly Clary is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, with 14 years of industry experience. She has held Series 63 and Series 65 licenses and previously worked for Warren Averett Asset Management, LLC for nine years. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning and retirement consulting services.

Lisa Free is a Series 66-licensed financial advisor with 16 years of industry experience. She currently works at Waverly Advisors, LLC and has previously been associated with Invista Advisors, McDonald Financial Services, and LPL Financial. Outside of her advisory roles, she is an active writing agent for a non-variable insurance business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, and offers various financial planning and multi-family office services.

Charles Adair is a financial advisor at Waverly Advisors, LLC in Birmingham, AL, holding a Series 65 credential with two years of industry experience. He previously worked for Promus Capital, LLC from 2013 to 2025. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of services including investment management, financial planning, and multi-family office solutions.

Kimberly Warner is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and seven years of industry experience. She previously worked for Warren Averett Asset Management, LLC from 2016 to 2022 before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers a blend of traditional and alternative investment strategies and provides services including financial planning, retirement plan consulting, and multi-family office support.

Joseph Mcnair is a CFP® professional with 13 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following a decade at Warren Averett Asset Management, LLC. Mcnair also serves as an adjunct faculty member at Florida State University, teaching the CFP curriculum. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides financial planning, retirement plan consulting, and multi-family office services.

Gavin Gillison is a Certified Financial Planner™ (CFP®) with 13 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent ten years at Warren Averett Asset Management, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-markets allocations and offers a range of services including financial planning, retirement plan consulting, and multi-family office solutions.