Richmond, VA Office

Edwin Martin III is a financial advisor at Waverly Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. 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 investment management and financial planning services.

Tricia Mustico is a financial advisor at Waverly Advisors, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Outside of her advisory role, she is a commissioned notary public in the state of Virginia. 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 provides a range of services including financial planning, retirement plan consulting, and multi-family office services.

Stephen Clarke is a financial advisor at Waverly Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Heartwood Wealth Advisors LLC and Wells Fargo Advisors. Clarke has a partial ownership interest in Scotch Hills World Wide LLC, an investment venture focused on real estate and private investments. 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 alongside financial planning and retirement consulting services.

Benjamin Gurley is a CFP® professional with 11 years of industry experience currently at Waverly Advisors, LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and Heartwood Wealth Advisors, where he also served as director and owner. Gurley holds Series 63 and Series 65 licenses and has experience in the sale of fixed/traditional insurance products. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, retirement plans, and pooled vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers financial planning, retirement consulting, and multi-family office services.

Wesley Kaufman is a CFP® with 31 years of industry experience, currently serving at Waverly Advisors, LLC since 2026. Prior to joining Waverly, he worked at Heartwood Wealth Advisors LLC for seven years and Wells Fargo Advisors for six years. 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-markets allocations and offers a range of financial planning and multi-family office services.

Susan Norfleet is a PFS™ credentialed financial advisor at Waverly Advisors, LLC with four years of industry experience. She has previously worked at Norfleet, Musselman & Company for 20 years and serves as president of Heartwood Tax Consultants, a CPA firm specializing in tax preparation and consulting. Her responsibilities there include financial planning, tax consulting, retirement and estate planning, and employee supervision. 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 along with financial planning and multi-family office services.

Sarah Harris is a CFP® with 13 years of industry experience. She currently works at Waverly Advisors, LLC and previously held roles at Heartwood Wealth Advisors, SBK Financial, Inc., and Truist Investment Services, Inc. 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 alongside financial planning and retirement consulting services.

Kathryn Pruitt is a financial advisor at Waverly Advisors, LLC with nine years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Heartwood Wealth Advisors, Wells Fargo Advisors, Davenport & Company LLC, and Legg Mason Wood Walker, Incorporated. She is also a Notary Public in the state of Virginia. Waverly Advisors is a multi-team registered investment adviser serving individuals, retirement plans, and pooled investment vehicles. The firm offers discretionary and non-discretionary portfolio management, combining traditional equity and fixed-income strategies with alternative and private markets allocations.