Waverly Advisors, LLC

Edwina Martin is a financial advisor at Waverly Advisors, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at 9258 Wealth Management for five years and Teradata Corp for eleven years. In addition to her advisory role, she serves as assistant director of tax planning at 9258 Tax and Planning. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, employing a combination of centralized and customized investment strategies across traditional and alternative asset classes.

Matthew Litzler is a financial advisor at Waverly Advisors, LLC with 19 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Waverly Advisors in 2025, he worked at Pacific Portfolio Consulting, LLC and Laird Norton Wealth Management. Waverly Advisors, LLC is an SEC-registered multi-team firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, fiduciary services, and consulting, using a combination of centrally designed and customized investment strategies across traditional and alternative asset classes.

Evan Crouse is a CFP® and Series 65-registered advisor with five years of industry experience. He currently works at Waverly Advisors, LLC and previously held roles at Warren Averett Asset Management, LLC and The Boeing Company. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, using a combination of centrally designed and customized strategies across traditional and alternative asset classes.

James Sandifer is a CFP® with 31 years of industry experience, currently serving as an advisor at Waverly Advisors, LLC in Birmingham, AL. He previously operated JE Sandifer Financial Consultants Inc., doing business as Sandifer & Associates, for ten years before joining Waverly Advisors. Waverly Advisors, LLC is an SEC-registered multi-team adviser providing portfolio management, financial planning, and fiduciary services to individuals, corporations, and retirement plans. The firm employs a combination of centrally designed and customized investment strategies across traditional and alternative asset classes, supported by internal teams, third-party sub-advisers, and technology platforms, with notable vertical integration including affiliated tax, accounting, trust, and real estate service entities.

Michele Fasanello is a financial advisor at Waverly Advisors, LLC with six years of industry experience. She holds a Series 65 designation and has worked previously at BCR Wealth Strategies and StoneX Group Inc. Before entering the financial sector, she was affiliated with Auburn University and had roles in retail and other businesses. Waverly Advisors, LLC is an SEC-registered firm that serves individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers a range of portfolio management and consulting services, employing both centralized and customized investment strategies across traditional and alternative assets.

Clayton Reynolds is a financial advisor at Waverly Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has previously worked at 9258 Wealth Management, LLC, Raymond James & Associates, Modern Woodmen of America, and MWA Financial Services Inc. Waverly Advisors, LLC is a multi-team SEC-registered adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm combines centrally designed and customized investment strategies across asset classes, supported by an investment committee and affiliated businesses including tax, accounting, and trust services.

James Werner is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2023. He previously worked at Silicon Hills Wealth Management for 11 years. Outside of his advisory role, Werner hosts a podcast called Voice from the Hills. Waverly Advisors, LLC provides portfolio management, financial planning, retirement-plan fiduciary services, and consulting to individuals, corporations, and pooled investment vehicles. The firm employs a combination of centrally designed and customized investment strategies across traditional and alternative asset classes, supported by internal teams and third-party sub-advisers.

Leah Schulte is a Certified Financial Planner (CFP®) with 14 years of industry experience. She is currently with Waverly Advisors, LLC and has previously worked at LPL Financial, LNCO LLC, Schulte & Uhrig CPAs, Brass Tax Wealth Management, Inc., and INVEST Financial Corporation. Outside of her advisory work, she is the owner of THE NEXT ADVENTUROUS CHILD LLC. Waverly Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides discretionary and non-discretionary portfolio management, financial planning, and fiduciary services, combining centrally designed and customized investment strategies across traditional and alternative asset classes.

Frank Greekas is an advisor with Waverly Advisors, LLC, holding a Series 65 designation and based in Seattle, WA. He has experience working with Pacific Portfolio Consulting, LLC, Dear Cleo, LLC, and has held roles at Washington State University, the City of Seattle, and Ballard High School. He has been with Waverly Advisors since 2025. Waverly Advisors, LLC is an SEC-registered adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, and fiduciary services, combining centrally designed and customized investment strategies across traditional and alternative asset classes.

Nathan Ellyson is a financial advisor at Waverly Advisors, LLC with five years of industry experience. He previously worked at Derbend Asset Management for three years and at Dogwood Auto Works, Inc. for seven years. He holds a Series 65 designation. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, retirement-plan fiduciary services, and consulting, utilizing a mix of traditional and alternative asset classes with customized strategies overseen by an investment committee.

Diana Contorno is a financial advisor at Waverly Advisors, LLC with eight years of industry experience. She holds a Series 65 designation and has 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, an organization that trains professionals to help clients transfer their values and principles across generations. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals—including high-net-worth clients—corporations, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement-plan fiduciary services, and consulting, utilizing a mix of traditional and alternative asset classes with tailored allocation and rebalancing based on client objectives and risk tolerances.

Scott Fisher is a CFP® and CFA® with 36 years of industry experience. He currently serves as an advisor at Waverly Advisors, LLC and has held prior roles at Aon Hewitt Investment Consulting, Inc. and NWCM. Since December 2022, he has been a partner in SEEK, a partnership that owns and manages a property. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm provides portfolio management, financial planning, and fiduciary services, utilizing a combination of centrally designed and customized strategies across traditional and alternative asset classes.

Benjamin Logan is a CFP® professional with four years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously was with BT Wealth Management, LLC from 2016 to 2022. Waverly Advisors, LLC is an SEC-registered enterprise adviser serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, and fiduciary services, combining centrally designed and customized investment strategies across traditional and alternative asset classes tailored to client objectives and risk tolerances.

Lisa Bracken is a financial advisor at Waverly Advisors, LLC with five years of industry experience. She has previously worked at Bridge Creek Capital Management LLC, Household, and the Town of Bellingham. Waverly Advisors, LLC is an SEC-registered advisory firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers a range of portfolio management and financial planning services, utilizing a combination of centrally designed and customized investment strategies across traditional and alternative asset classes.

Peter Bohrofen is a financial advisor at Waverly Advisors, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at 9258 Wealth Management and Wells Fargo in various advisory roles. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm employs a combination of centrally designed and customized investment strategies across traditional and alternative asset classes, supported by an investment committee and a range of affiliated businesses, including tax, accounting, and trust services.