Michael Stalker

What changed

MCS Family Wealth Advisors founder Michael Stalker will join Waverly as a partner and wealth adviser; the transaction closed October 9.

Reported / discovered

Oct 14, 2026

Effective

Oct 9, 2026

New role

Partner and Wealth Adviser

Previous role

Not reported

Market

Bend/Eugene, OR

Reported book

$151M

Reported team size

Not disclosed

Named people

1

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

3 observations consolidated into one event.