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Nathan E

Series 65

Peachtree City, GA

Waverly Advisors, LLC

Nathan Ellyson is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Derbend Asset Management for three years and Dogwood Auto Works, Inc. for seven years. 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 investment management, financial planning, and retirement consulting services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Megan H

Series 65

Peachtree City, GA

Waverly Advisors, LLC

Megan Hendrick is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and over 12 years of industry experience. She previously worked at Derbend Asset Management and Edward Jones. 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.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Emmett B

Series 63, Series 66

Peachtree City, GA

Waverly Advisors, LLC

Emmett Beard Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He previously worked at DAM2019, LLC dba DERBEND ASSET MANAGEMENT for over two decades before joining Waverly Advisors. 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 investment management, financial planning, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Brian C

Series 66

Peachtree City, GA

Waverly Advisors, LLC

Brian Chustz is a financial advisor at Waverly Advisors, LLC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Edward Jones and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is a partner at The Chustz Law Firm and serves on the boards of Club Corp. and the Fayette County Chamber of Commerce. 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‑high-net-worth and high-net-worth clients.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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Preston S

CFP®, Series 63, Series 65

Peachtree City, GA

Waverly Advisors, LLC

Preston Sharpe is a CFP® with seven years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC. He has previously worked at Derbend Asset Management, LLC and Wells Fargo in various capacities over eight years. 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 broad range of investment management, financial planning, and multi-family office services.

Private / alternative investments Real estate investing Options & derivatives strategies Tax-loss harvesting Multi-generational wealth transfer Founder/Business Owner Executive
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