John Brown Cox

Waverly Advisors LLC is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1999 and formerly known as Warren Averett Asset Management LLC and as WA Asset Management LLC. They are a subsidiary of WAAM Parent LLC, which is owned by WAAM Topco LLC. Waverly Advisors offers personal wealth management, family office, retirement plan and consulting services to individuals, pension and profit-sharing plans, business entities, trusts, estates and charitable organizations.

Founded in 1986 by Charles D. Haines, Kinsight LLC is a wealth management firm and registered investment advisor located in Birmingham, Alabama. The firm is a subsidiary of Charles D. Haines, Inc. It was formerly known as Charles D. Haines LLC. Kinsight's clients include individuals, pension plans, profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Kinsight serves as the investment advisor to several hedge fund-of-funds.