Atlanta, GA Office

Benjamin Logan is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. Prior to this, he worked at BT Wealth Management, LLC for six years. Waverly Advisors is a multi-team registered investment adviser with approximately 224 advisors managing about $29.9 billion in regulatory assets. The firm serves individual clients across wealth levels, retirement plans, and pooled investment vehicles, offering a range of services including investment management, financial planning, and multi-family office services.

Brian Hershberger is a CFP® and CFA® charterholder with 22 years of experience in the financial industry. He is currently with Waverly Advisors, LLC and has worked at Omni Wealth Advisors, LLC since 1999. In addition to his advisory role, he owns and operates a tax planning and preparation business. 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, offering both discretionary and non-discretionary portfolio management to a diverse client base.

William Mcdaniel is a CFA® charterholder and financial advisor at Waverly Advisors, LLC with eight years of industry experience. He previously worked at BT Wealth Management, LLC for seven years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual and high net worth 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, retirement consulting, and multi-family office services.

Long Delille is a CFA® charterholder based in Atlanta, GA, with two years of experience in the financial services industry. He currently works at Waverly Advisors, LLC and previously held positions at Manchester Capital Management, Pfizer, and Willis Towers Watson. 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, offering both discretionary and non-discretionary portfolio management alongside financial planning and retirement plan consulting services.

Teresa Munro is a CFP®-designated financial advisor at Waverly Advisors, LLC with 18 years of industry experience. She previously worked at BT Wealth Management, LLC for nine years before joining Waverly Advisors in 2022. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using both traditional and alternative strategies, offers financial planning and retirement consulting, and supports clients through institutional custodians and technology platforms.

Jennings Pitts Jr. is a financial advisor with Waverly Advisors, LLC and holds a Series 65 designation. He has no prior industry experience before joining Waverly Advisors in 2025. His background includes roles at Northwestern Mutual and several positions at Stetson University. 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 offers a range of financial planning and consulting services.

Scott Craig is a CFA® charterholder based in Atlanta, GA, with 15 years of industry experience. He has worked at Waverly Advisors, LLC since 2022 and previously spent 12 years at BT Wealth Management, LLC. 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 blends 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.

Orlow Walstad III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2022. He previously worked at BT Wealth Management, LLC for seven years. Walstad is a board member of Walstad Investment Counsel, assisting his aunt with the business during periods of incapacitation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for a diverse client base, including non-high-net-worth and high-net-worth 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 comprehensive financial planning and multi-family office services.

Christopher Brooks is a CFP® with four years of industry experience, currently serving as a financial advisor at Waverly Advisors, LLC since 2025. His prior experience includes roles at Tobias Financial Advisors, Equitable Advisors, Northwestern Mutual Investment Services, Y Group Companies, and positions at Vanderbilt University and Texas Christian University. 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 assets under management. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and also operates affiliated businesses including a state-chartered trust company and a tax and accounting practice.

Nevan Patel is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining Waverly Advisors in 2024, he worked at Bennett Thrasher and has experience in both educational and corporate settings. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations, serving a diverse client base that includes both non-HNW and high net worth individuals.

David Fields is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Waverly Advisors, LLC, where he has worked since 2023, following a 25-year tenure at Gwynn Management Company. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm manages portfolios using a mix of traditional equity, fixed-income, alternative, and private-markets strategies and offers financial planning, retirement plan consulting, and multi-family office services.