Ryan Smith is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 designations. He has 22 years of industry experience and has held leadership roles at several related firms, including serving as president and co-owner of Diversify, Inc. Smith is also involved in managing insurance operations and holds memberships in various investment-related and holding companies. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Jonathan Liles is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 credential and previously worked at Waterloo Capital and CHIPOTLE. Outside of his advisory role, he serves as a paraplanner for Lighthouse Financial Rogers Arkansas. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Kayla Daniel is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at DFPG Investments, LLC and J.P. Morgan entities. Outside of her advisory role, she has interned with Adam America Real Estate, where she was involved in acquisition analysis and market research as part of a master's program. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a range of portfolio management and financial planning services tailored to client goals and risk tolerance.

Ruben Vilorio is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has worked with DFPG Investments Inc. and Diversify, Inc. since 2016. Outside of advising, he manages the nonprofit Creating Ripples Around the World, which focuses on receiving donations and distributing funds. Diversify Advisory Services is a multi-team firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a range of portfolio management options and customized investment strategies tailored to client goals and risk tolerance.

Brian King is a CFP® with 27 years of industry experience, currently associated with DFPG Investments, Inc. since 2015. He operates through Global Wealth Partners Inc., providing financial planning services as a Certified Financial Planner. King also serves as CEO/President of Camden Corporation Inc., a personal corporation managing payroll and retirement plans. Diversify Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing multiple platforms and a wide range of instruments and strategies.

David Wrigley is a CFA® charterholder and holds a Series 63 license, with three years of industry experience. He is currently with Diversify Advisory Services, LLC and previously worked at DFPG Investments, Inc., Foresight Wealth Management, and DMBA. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of internal models and third-party solutions across multiple platforms and offers a broad range of strategies and services.

Barry Wong is a CFP® with 29 years of experience in the financial industry. He currently works at Diversify Advisory Services, LLC and previously spent 20 years at U.S. Bancorp Investments, Inc. He is also licensed to sell fixed insurance contracts in California. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using various platforms and a broad range of investment instruments and strategies.

Michael Bowman is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Assurance Financial, Weishaupt America, Antonius Group, and Boiler Dynamics. Outside of his advisory role, Bowman is involved in financial planning education and consulting through Parkview Comprehensive Planning Consultants, LLC. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, and medical professionals. The firm employs a tactical diversification investment approach utilizing a variety of models, platforms, and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.

Anton Nijmeh is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at DFPG Investments, Inc. since 2015. Nijmeh serves on the board of Venture Christian Church Mission Board. Diversify Advisory Services provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using various internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Tiffany Mounteer is a financial advisor at Diversify Advisory Services, LLC with six years of industry experience. She holds the ChFC® designation and Series 66 license. Prior to joining Diversify Advisory Services in 2025, she worked at Ameriprise and Ameriprise Financial Services, Inc. from 2018 to 2025 and was employed at Hobby Lobby from 2014 to 2018. Diversify Advisory Services provides investment advisory and financial planning to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm’s investment approach emphasizes tactical diversification and incorporates various models and strategies across multiple platforms.

Nicholson Garrett is a financial advisor with Diversify Advisory Services, LLC in Orem, Utah, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior work includes roles at Orchard Securities, LLC and teaching positions at Utah Valley University and Dixie State University. Outside of finance, he occasionally works as an actor and model with Stars Talent Studio in Utah. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm uses a tactical diversification approach with customized asset allocation and offers a variety of investment options, including alternatives and structured products.

Jarad Minsky is a CFP®-certified financial advisor with 20 years of industry experience, currently with Diversify Advisory Services, LLC. He has held roles at Commonwealth Financial Network and has been the owner of Minsky Financial Group, LLC. Outside of advisory work, he manages Minsky Financial Group, a private entity facilitating advisory and insurance business. Diversify Advisory Services serves a broad client base including individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification investment approach with individualized asset allocation and offers a variety of portfolio management options and fee structures to suit different client needs.

Kyle Trautmann is a financial advisor with Diversify Advisory Services, LLC in Kirkland, WA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior experience includes roles at Northwestern Mutual Investment Services LLC and Luke Madsen. Diversify Advisory Services, LLC provides investment advisory and financial planning to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Karl Sadanaga is a financial advisor with Diversify Advisory Services, LLC, holding Series 63, 65, and 66 licenses and 14 years of industry experience. He previously worked at SagePoint Financial for eight years and maintains his own wealth advisory business, INPAC Wealth Solutions, providing financial planning services including life insurance, investments, retirement, and estate planning. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with financial planning, portfolio management, and consulting services. The firm employs a tactical diversification investment approach tailored to client goals and risk tolerance, offering a variety of delivery models and specialized strategies, along with flexible fee structures and ERISA discretionary plan-management services.

Jennifer Goddard is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 10 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Minsky Financial Group, Doyle & Minsky Financial, and Eagle Strategies. She has also maintained long-term involvement with Hunter Pace Consignment and Levaland Farm LLC outside the financial sector. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm uses a tactical diversification approach with individualized asset allocation and offers various portfolio management and consulting services tailored to client goals.

Christopher Donovan is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked with firms including NYLIFE Securities LLC and Eagle Strategies (NY Life). Outside of his advisory role, he acts as an independent contractor brokering non-registered insurance products with outside carriers. Diversify Advisory Services is an SEC-registered advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and fiduciary services, employing a tactical diversification approach with customized asset allocation tailored to client goals and risk tolerance.

Kyle Shimoda is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Sagepoint Financial, Inc., Guardian Life Insurance Company of America, and Park Avenue Securities. He is also an agent with INPAC Wealth Solutions, focusing on fixed life insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach, utilizing a variety of investment instruments and platforms to tailor strategies according to client objectives.

Daniel Teague is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 66 licenses and 12 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Amazon Payments, Inc., Gradient Securities, LLC, U.S. Bank, and U.S. Bancorp Investments, Inc. Outside of advisory services, he is a member of Two Harbors Capital, LLC, a holding company based in Sandy, Utah. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a variety of internal models and third-party solutions, offering a broad range of instruments and strategies across multiple platforms.

Hyung Kim is a Certified Financial Planner™ with 28 years of industry experience. He is currently with Diversify Advisory Services, LLC and has previously worked at M.S. Howells & Co. and Klk Capital Management LLC, where he serves as CEO and portfolio manager. Outside of advisory roles, he is a member of the board of directors at Open Bank and holds leadership positions in other business ventures including insurance services and corporate finance consulting. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms.

Kelby Mc Mullin is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with LJCooper Capital Management since 2014. Diversify Wealth Management offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and includes due diligence on third-party managers, alternative investments, and options-based strategies.