Robert Simon is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2024. He previously worked at River Capital Advisors, L.C. from 2011 to 2023. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in assets. The firm provides investment management, financial planning, retirement plan consulting, and multi-family office services for individual clients, retirement plans, and pooled investment vehicles using both discretionary and non-discretionary strategies.

Wesley Martin is a financial advisor at Waverly Advisors, LLC with three years of industry experience. He holds a Series 66 designation and has worked in roles at Fidelity Investments and River Capital Advisors, LLC prior to joining Waverly. His background also includes positions outside the financial industry, including work at Georgia Southern University and Durden Banking Company. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, with approximately 224 advisors and $29.9 billion in regulatory assets under management. The firm offers both discretionary and non-discretionary portfolio management and integrates traditional equity and fixed-income strategies with alternative and private markets.