Katy Hane is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds a Series 65 credential and has previously worked at firms including TruWealth Advisors, Cetera, Avantax, and JPMorgan Chase. Outside of her advisory role, she serves as a treasurer for a homeowners association and is a volunteer member and registered agent for a local 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 market allocations, providing a range of investment management, financial planning, and multi-family office services.

Charles Simmons is a financial advisor with Waverly Advisors, LLC, holding the CFP® and ChFC® designations and carrying 35 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. He serves as president of the Vintage Condo Association and is a board member of Baptist Community Ministries. 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 offerings.

David Mire Jr. is a financial advisor at Waverly Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has prior experience at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors, LLC. Mire is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles, combining traditional equity and fixed-income strategies with alternative and private-market allocations. The firm supports over 220 advisors and offers comprehensive services including financial planning, retirement consulting, and multi-family office solutions.

Matthew Rodrigue is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at TruWealth Advisors, Purshe Kaplan Sterling Investments, Ameriprise Financial Services, and IBERIA Capital Partners. He serves as a board member of the Drew Rodrigue Foundation, which organizes events to raise money for cancer research, and also sits on the board of a family-owned sugar cane and land business. 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 financial planning and multi-family office services.

Cory Faucheux is a financial advisor at Waverly Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, Inc., and TruWealth Advisors, LLC. Outside of his advisory role, he owns and manages businesses related to marine equipment leasing and international charter consulting. Waverly Advisors is a multi-team registered investment adviser serving individual clients, 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 financial planning and retirement consulting services.

Erin Vasseur is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. Prior to joining Waverly Advisors in 2026, she worked at TruWealth Advisors, LLC and Purshe Kaplan Sterling Investments, following an 18-year tenure at Ameriprise Financial Services, Inc. She is also a licensed insurance agent involved in selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional and alternative investment strategies, provides a range of wealth management services, and is notable for its affiliations with a state-chartered trust company, private fund management, and related tax and accounting businesses.

Garrett Ulmer is a Certified Financial Planner (CFP®) with 10 years of industry experience. He is currently with Waverly Advisors, LLC and has previously worked at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. Ulmer is also a licensed insurance agent, selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm manages a range of portfolios using both traditional and alternative strategies and offers financial planning, retirement consulting, and multi-family office services.

Jackson Young is a Series 65 licensed financial advisor at Waverly Advisors, LLC with four years of industry experience. Prior to joining Waverly Advisors in 2026, he worked at TruWealth Advisors, LLC for five years and held positions at Power Mortgage, Inc., First American Bank, and The Chimes. 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 both discretionary and non-discretionary portfolio management alongside financial planning and multi-family office services.

William Wall is a CFP® and Series 66 designated advisor at Waverly Advisors, LLC with 10 years of industry experience. He has worked at Ameriprise Financial Services, Inc., Purshe Kaplan Sterling Investments, and TruWealth Advisors 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-markets allocations and offers a range of financial planning and multi-family office services.

William Maisano Sr. is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at several firms, including TruWealth Advisors, Purshe Kaplan Sterling Investments, Simmons and Associates, and Ameriprise Financial Services. He is also a licensed insurance agent, selling fixed products for various insurance carriers. Waverly Advisors is a multi-team registered investment adviser serving individual clients, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.

Lori De La Torre is a financial advisor at Waverly Advisors, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at TruWealth Advisor, TruWealth Advisors, and Ameriprise Financial Services. Waverly Advisors is a multi-team registered investment adviser that manages 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.

James Parrie is a financial advisor at Waverly Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ameriprise Financial Services, Purshe Kaplan Sterling Investments, and TruWealth Advisors. Outside of his advisory role, he serves on the Safety Committee at First Baptist Church of Kenner. 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, providing discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Megan Ulmer is a Series 65-credentialed financial advisor with two years of industry experience. She is currently with Waverly Advisors, LLC and has prior experience at TruWealth Advisors, LLC and Ameriprise Financial Services, Inc. Waverly Advisors is a multi-team registered investment adviser serving individuals across net worth levels, 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 and financial planning services.

Wesley Bouler is a financial advisor with Waverly Advisors, LLC, holding a Series 66 designation and bringing 10 years of industry experience. His prior work includes roles at TruWealth Advisors, Purshe Kaplan Sterling Investments, and Ameriprise Financial Services. In addition to advisory duties, he is a licensed insurance agent selling fixed insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm offers both discretionary and non-discretionary portfolio management, integrating traditional equity and fixed-income strategies with alternative and private-market allocations.