Steven Ahlmer is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has previously worked at DFPG Investments, LLC, Cetera Advisor Networks LLC, and Voya Financial Advisors. Outside of his advisory role, he owns GFG Tax Planners, a tax education and referral business. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of platforms and strategies tailored to client objectives.

Bryant Armstrong is a financial advisor at Diversify Wealth Management, LLC in Orem, Utah, holding a Series 65 credential with eight years of industry experience. He has worked at LJCooper Capital Management since 2015 and previously at Private Capital Group from 2014 to 2017. Outside of advisory work, Armstrong is involved in tax advisory services at FirstPurpose Tax and participates in family investment and private venture companies. Diversify Wealth Management serves a diverse client base including individuals, high-net-worth clients, business owners, and institutions, offering comprehensive financial planning and portfolio management. The firm employs a tactically diversified investment approach across various platforms and includes alternative investments and options-based strategies in client portfolios.

Benjamin Harding is a CFP®-certified financial advisor with 24 years of industry experience. He is currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC, and previously worked with Eagle Strategies (NY Life) and New York Life Insurance Company. Harding serves as a board member for Maine Huts & Trails, a nonprofit organization maintaining trails and huts in western Maine, and chairs the Practice Management Committee of the MDRT Top of the Table division. Diversify Advisory Services is an SEC-registered advisory 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 investment models and services including financial planning, portfolio management, corporate consulting, and family office advisory.

Laura Balback is a financial advisor at Diversify Advisory Services, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at DFPG Investments, LLC, CWM Advisory, LLC, SCF Investment Advisors, Inc., and Creative Wealth Management, LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a range of portfolio management strategies and financial planning services tailored to client goals and risk tolerance.

Urban Adams is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked for Dynamic Wealth Advisors for 13 years. Outside of his advisory role, Adams is an independent life insurance agent and also recruits independent advisors for third-party firms. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and small business owners. The firm employs a tactical diversification approach utilizing internal models and third-party solutions across multiple platforms and offers a range of investment strategies including ETFs, mutual funds, alternatives, and options-based strategies.

Joseph Finnerty is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including B. Riley Wealth Management, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternatives, structured notes, and options-based strategies.

Marcus Papajohn is a financial advisor at Diversify Advisory Services, LLC with 24 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network for nine years. His other business activity includes sales of fixed life and fixed annuities through Boston Wealth Advisory Group. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management options and fee structures.

Matthew Angel is a CFP® with 15 years of industry experience currently affiliated with Diversify Advisory Services, LLC and DFPG Investments, LLC. His prior experience includes roles at Eagle Strategies (NY Life) and New York Life Insurance Company. In addition to his advisory work, he is an insurance broker appointed with outside carriers to broker non-registered insurance products. 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 approach utilizing a combination of internal models and third-party solutions across multiple platforms and offers a wide range of investment strategies and consulting services.

Blair Perry is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise and Edward Jones. 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 approach using a variety of internal models and third-party solutions across multiple platforms, and offers a broad range of investment strategies and services.

Jason Collier is a CFP® and ChFC® with 26 years of industry experience. He is currently with Diversify Advisory Services, LLC and DFPG Investments, having previously worked at Ameriprise and Ameriprise Financial Services, Inc. Collier maintains an inactive business entity for potential future use and co-owns several real estate-related ventures. 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 approach, utilizing various internal models and third-party solutions across multiple platforms and a broad range of investment instruments and strategies.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, and J.P. Morgan Securities. Outside of advisory work, he is also an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services, emphasizing tactical diversification and customized asset allocation tailored to clients’ goals and risk tolerance.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, and served in the United States Army National Guard. Outside of advisory work, he is involved as an insurance agent with 1847 Financial, focusing on multi-line insurance products including life, accident, health, and annuities. 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 utilizing a variety of platforms and instruments, including ETFs, mutual funds, alternatives, and options-based strategies.

Zachary Ahlmer is a financial advisor with Diversify Advisory Services, LLC holding a Series 66 designation and two years of industry experience. His prior work includes roles at CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Glide FG, as well as academic positions at Southern Utah University. 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 investment approach with individualized asset allocation, offering a variety of portfolio management models and financial planning services.

Wayne Clark is a financial advisor at Diversify Advisory Services, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, LLC, ARS Investment Advisors, Inc., Allegis Investment Services, and Luxfer HEI. Outside of advisory work, he is involved with The Kira Group, LLC, a private engineering company focused on the design and manufacturing of composite high-pressure vessels for aerospace and commercial markets. 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 using a combination of internal and third-party investment models across multiple platforms and offers a broad range of portfolio management and consulting services.

John Anderson is a financial advisor at Diversify Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Fidelity Investments and DFPG Investments, Inc. Outside of advising, he is involved in several holding companies related to equity ownership and personal real estate investing. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a wide range of clients, 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 platforms, offering a broad selection of investment instruments and strategies.

Richard Kim is a financial advisor at Diversify Advisory Services, LLC in Los Angeles, CA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at KLK Capital Management, M.S. Howells & CO, and East West Bank. He also worked at Purdue University for four years. Diversify Advisory Services, LLC provides investment advisory and financial planning 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, utilizing a variety of internal and third-party models and platforms, and offers a broad range of investment instruments and strategies tailored to client objectives.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. Diversify Advisory Services, LLC provides investment advisory and financial planning 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, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

James King is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 66 licenses. He has eight years of industry experience and has worked at firms including B. Riley Wealth Management and Equitable Advisors. He is also involved with Griffin Wealth Partners, a financial securities business conducted through B. Riley Wealth Management. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms and offers a broad range of investment strategies and consulting services.

Joseph Langlois III is a CFP® professional with 24 years of industry experience. He is currently with Diversify Advisory Services, LLC and has worked at DFPG Investments, Inc. since 2015. Outside of advisory work, he serves as an insurance broker and holds leadership roles in several professional service and investment-related LLCs. 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 approach utilizing a variety of investment models and strategies across multiple platforms.

Kimberly Harding is a CFP® with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC and DFPG Investments, LLC since 2025. She previously worked at Eagle Strategies (NY Life), Nylife Securities LLC, and New York Life Insurance Company from 2003 to 2025. Harding also provides fixed insurance brokerage services through Harding Financial & Insurance, a business she has been involved with since 2007. Diversify Advisory Services, LLC offers 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 emphasizes tactical diversification, employing a range of investment strategies and platforms to manage portfolios and provide comprehensive financial planning.