Jessica A. Distel, CPA, MBA Partner, Associate Director of Waverly Business Services

Columbus, OH

380-268-8652

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Joshua L. Reidinger Chairman Emeritus (In Memoriam)

Birmingham, AL

Justin T. Russell, CIMA Partner, President & CEO

Birmingham, AL

205.769.3384

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John B. Cox, CFA®, CAIA Partner, Chief Economist, Wealth Advisor

Birmingham, AL

205.314.6209

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Heath R. Echols, MS, CFP® Partner, Chief Technology Officer, Wealth Advisor

Birmingham, AL

205.314.6206

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Melanie Nichols, CFA, CFP® Partner, Regional Director, Wealth Advisor

Birmingham, AL

205.769.3308

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Jack Adams Partner, Retirement Plan Advisor

Birmingham, AL

205.769.3386

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Laura T. Baker, CFP® Wealth Advisor

Birmingham, AL

205.314.6202

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Elizabeth L. Brasher, J.D., CDFA®, CWS Partner, Wealth Advisor

Birmingham, AL

205.747.3945

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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David M. Foreman, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3367

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Drew A. Gearhart, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6207

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Aaron Nelson Partner, Wealth Advisor

Birmingham, AL

205.769.3269

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Jonathan R. Osborne, QKA® Partner, Retirement Plan Advisor

Birmingham, AL

205.460.3988

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