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

Columbus, OH

380-268-8652

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Joshua L. Reidinger Partner, Chief Executive Officer

Birmingham, AL

205.769.3294

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Justin T. Russell, CIMA Partner, President

Birmingham, AL

205.769.3384

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John B. Cox, CFA®, CAIA Partner, Chief Investment Officer of Public Markets, 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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Chip Beard Partner, Wealth Advisor

Peachtree City, GA

470.980.0023

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Tom Brown Partner, Regional Director, Wealth Advisor

Austin, TX

512.774.5342

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Jay A. Buckingham, CFP® Regional Director, Wealth Advisor

Dayton, OH

937-435-2742

Sandy Carlson, CFP®, CPA, CDFA®, QKA Partner, Regional Director, Wealth Advisor, Director of Financial Planning

Charlotte, NC

980.585.3362

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Kelly S. Clary, MBA Partner, Regional Director, Wealth Advisor

Huntsville, AL

256.713.2669

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Scott Craig, CFA® Partner, Regional Director, Wealth Advisor

Atlanta, GA

770.790.3721

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Daniele Donahoe, CFA Partner, Chief Equity Strategist

Charlotte, NC

980.585.3390

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Jeff Groezinger, CPA, PFS™ Partner, Regional Director, Wealth Advisor

Columbus, OH

614-714-1998

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Walt Lunsford, AAMS® Partner, Regional Director, Wealth Advisor

Cincinnati, OH

513-794-5840

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Joseph R. McNair, CFP®, JD, CPA Partner, Regional Director, Wealth Advisor

Pensacola, FL

850.444.7253

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Doug Muenzenmay, CFA, CFP® Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4394

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

Birmingham, AL

205.769.3308

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Bud Rainsberger Partner, Wealth Advisor, Regional Director

Colorado Springs, CO

719.328.1944

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Julius Ridgway, CFA Partner, Regional Director, Wealth Advisor

Jackson, MS

601.709.4397

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H. Lee Wall, CPA, PFS™, CFP® Partner, Regional Director, Wealth Advisor

Lakeland, FL

863-327-1860

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Jack Adams, QPFC 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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Steve Barrett, CFP®, AIF®, AWMA®, CPWA®, CAP® Partner, Wealth Advisor

Chicago, IL

Lafayette, IN

765.758.7022

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Tara Becki Advisor Support Specialist

Zionsville, IN

317-973-7466

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Joe Belew Wealth Advisor

Hamilton, OH

513-794-7478

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Pete Bohrofen, AIF® Partner, Wealth Advisor

Hamilton, OH

513-794-5848

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

Birmingham, AL

205.747.3945

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Lee Brill, AAMS®/AWMA® Wealth Advisor

Tampa, FL

813.321.1348

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Maddie Brown, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2591

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Brett Brownfield Associate Wealth Advisor

Colorado Springs, CO

719.284.6637

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Brian Brunner, CFP®, CPA Partner, Wealth Advisor

Zionsville, IN

(317) 733-3444

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Grant W. Cardwell, CPA Partner, Wealth Advisor

Birmingham, AL

205.769.3385

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Edward L. Carlisle, CFP® Partner, Wealth Advisor

Jackson, MS

601-709-4400

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Steven C. Causey Partner, Wealth and Retirement Plan Advisor

Birmingham, AL

205.769.3205

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Marla R. Chambers, CPA, CFP®, CPRC Wealth Advisor

Dayton, OH

326-220-2160

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Brian M. Chustz, JD, AAMS® Partner, Wealth Advisor

Peachtree City, GA

470.980.0025

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M. Brooks Clark, CFP® Partner, Wealth Advisor

Birmingham, AL

205.314.6203

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Evan B. Crouse, CFP® Wealth Advisor

Huntsville, AL

256.713.2670

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Harrison DeShazo Associate Wealth Advisor

Austin, TX

512.774.5340

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Thomas DiCesare Partner, Wealth Advisor

Lakeland, FL

863-327-1873

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Cliff Draughn, CIMA® Partner, Wealth Advisor

Savannah, GA

912.598.4043

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Nathan Ellyson, CPA Wealth Advisor

Peachtree City, GA

470.980.0027

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David B. Fields, CFA Partner, Wealth Advisor

Atlanta, GA

404.233.9014

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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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Eric Geary Wealth Advisor

Zionsville, IN

317-733-3455

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Gavin P. Gillison, CFP® Partner, Wealth Advisor

Birmingham, AL

205.769.3480

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Brad Griffith, CPA, CFP®, CRPC® Wealth Advisor

Columbus, OH

380-268-8653

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Steven M. Gronceski, CFP®, AIF® Partner, Wealth Advisor

Chicago, IL

Oak Brook, IL

312.262.6300

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William (Bill) Groth, JD Wealth Advisor

Hamilton, OH

513-273-2432

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Nowland B. Gwynn II Partner, Wealth Advisor

Atlanta, GA

404.233.4031

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Jeffrey P. Helms, CPA, CFP® Partner, Wealth Advisor

Pensacola, FL

850.444.7272

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Colleen Henes, CFP®, JD, EA, ABFP™ Partner, Wealth Advisor

Deerfield, IL

Oak Brook, IL

219.832.8962

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Brian Hershberger, CFA, CPA, PFS™, CFP® Partner, Wealth Advisor

Atlanta, GA

770.675.7655

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Patrick J. Hoehne, CFA® Partner, Portfolio Manager

Zionsville, IN

(317) 733-3445

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Rhonda K. Holifield, CFP® Partner, Wealth Advisor

St. Petersburg, FL

727.823.3801

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Doug Hoover, CFP®, ChFC, CDFA™ Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

630.331.1700

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Becky Hoover, CFP®, CPA, CDFA® Partner, Wealth Advisor

Charlotte, NC

980.585.3371

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Daniel Hudspeth, CFP® Associate Wealth Advisor

Charlotte, NC

980.585.3367

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Ashlynne Husmann, CFP® Wealth Advisor

Lafayette, IN

Chicago, IL

765.758.7011

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Chrissy Israel, ChFC® Wealth Advisor

Dayton, OH

326-220-2165

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Gerald V. Krach, CPA Partner, Wealth Advisor

Dayton, OH

937-883-6868

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Sean Lacey, CFP®, CIMA®, CRPC ™ Wealth Advisor

Colorado Springs, CO

719-741-3330

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Pete Lauter, AAMS® Weath Advisor

Pensacola, FL

850-938-4450

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Ben Logan, CFP® Wealth Advisor

Atlanta, GA

770.790.3713

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Blake A. Macke, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8019

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Pam Martin, CFP®, CKA® Partner, Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.842.2441

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Wesley Martin Associate Wealth Advisor

Jacksonville, FL

904-562-1331

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Doug McDaniel, CPA, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0007

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Christopher J. McGarvey, CFP® Partner, Wealth Advisor

Lakeland, FL

863-327-1862

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Corey Meyer Wealth Advisor

Charlotte, NC

980.585.3364

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Glenda Molina, CFP® Wealth Advisor

Austin, TX

512.774.5344

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Melissa L. Mueller Wealth Advisor

Dayton, OH

326-220-2169

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Jeffrey L. Mueller, CPA, PFS™ Partner, Wealth Advisor

Canon City, CO

719-275-1651

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Terri Munro, CFP® Partner, Wealth Advisor

Atlanta, GA

678.302.1453

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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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Linda S. Parenti, CFA Partner, Wealth Advisor

Dayton, OH

937-421-6881

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Jacob Petrie, CFP® Wealth Advisor

Cincinnati, OH

513-794-7469

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Chris Register, CFP® Partner, Wealth Advisor

Jackson, MS

601.206.0008

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Clayton Reynolds, CRPS® Partner, Wealth Advisor

Cincinnati, OH

513-794-5842

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Melynda Rodgers, CFP®, CLU®, CHSNC®, CLTC Wealth Advisor

Jacksonville, FL

904-562-1309

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Jennifer Ryan, CFP® Wealth Advisor

Merrillville, IN

Oak Brook, IL

219.832.8966

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Marc D. Salyers, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

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James E. Sandifer, CFP® Partner, Wealth Advisor

Mobile, AL

251.340.1984

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Preston C. Sharpe, CFP®, AAMS® Wealth Advisor

Peachtree City, GA

470.980.0026

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Rob Simon, MSFP, CFP®, AEP®, CAP® Partner, Wealth Advisor

Jacksonville, FL

904-562-1342

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Lance C. Steiner, CFP® Wealth Advisor

Dayton, OH

326-220-2171

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Janet C. Steinke, CFP® Wealth Advisor

Lebanon, OH

Dayton, OH

937-446-6111

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Bradley M. Steinman, JD, CFP® Wealth Advisor

Chicago, IL

Deerfield, IL

224.461.8021

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Bill Stone Partner, Wealth Advisor

Jackson, MS

601.206.0016

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Nicole T. Strbich, CFP®, CPWA®, EA Partner, Wealth Advisor

Dayton, OH

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Nicholas Sturgis, CFA Associate Wealth Advisor

Atlanta, GA

770.790.3751

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Mindy Sutton, JD, MBA Partner, Wealth Advisor

Colorado Springs, CO

719.570.3327

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Irby Thompson, CFP®, AEP Partner, Wealth Advisor

Montgomery, AL

334.260.2340

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Lorri Tomlin, FPQP™ Partner, Wealth Advisor

Charlotte, NC

980.585.3366

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Elliott Van Ness, CFA Partner, Director of Equity Research

Charlotte, NC

980.585.3363

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Win Walstad, CFA® Partner, Wealth Advisor

Atlanta, GA

770.790.3729

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James A. Werner, CFP® Partner, Wealth Advisor

Austin, TX

512.774.5341

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