Christopher Mcgarvey is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent seven years at Wall Advisors, Inc. Outside of his advisory role, he is president and owner of McGarvey Financial, Inc., a company formed for tax purposes, and serves as vice president of an online retail business run by his spouse. 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 along with financial planning and multi-family office services.

Hosler Wall III is a CFP® and PFS™ with 28 years of experience in financial advising. He is currently with Waverly Advisors, LLC, where he has worked since 2022, following tenures at Wall Advisors Inc. and Wall Foss Advisors, Inc. He is also the managing member and majority owner of Wall Titus, LLC, a CPA firm that provides tax, accounting, business advisory, and mergers and acquisitions services. 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 offers a range of investment management, financial planning, and retirement plan consulting services.

Thomas DiCesare is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and previously worked at Wall Advisors, Inc. and Land South Group. Outside of his advisory role, DiCesare is involved in several business ventures including ownership of DiCesare Holdings, LLC, which focuses on real estate and consulting, and serving as Vice President and Real Estate Broker at Capital Access Group, Inc. 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 services, utilizing both traditional and alternative investment strategies.