S. Park is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. They hold the Series 66 designation and have previously worked at LPL Financial and Charles Schwab. Outside of advising, Park serves as a minister and is involved in teaching through the Presbyterian Church (USA) Board of Pension, as well as serving on the board of a truck driving school. Diversify Advisory Services is an SEC-registered firm that serves individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio and consulting services tailored to client goals and risk tolerance.

Jordan Hammer is a financial advisor at Diversify Advisory Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Diversify Advisory Services in 2024, he worked at John Hancock Advisers, LLC and John Hancock Funds from 2016 to 2024. 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 variety of investment models and strategies tailored to client goals and risk tolerance.

Jeremy Vidaic is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC and B. Riley Wealth Management. His background also includes roles outside the financial sector, such as work at Rutgers University and the UPS Store. 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 a variety of models and platforms, offering a broad range of investment instruments and strategies.

Andrew Guiney is a financial advisor at Diversify Advisory Services, LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. 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, offering services that range from portfolio management to retirement plan fiduciary and multi-family office support.

Leon Kim is a financial advisor with Diversify Advisory Services, LLC in Los Angeles, CA. He holds a Series 65 credential and has nine years of industry experience, including roles at KLK Capital Management and Stonemark Wealth Management. Since 2022, he has been self-employed. Diversify Advisory Services is an SEC-registered 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 portfolio management and consulting services tailored to client goals and risk tolerance.

Chalise Westenskow is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise Financial Services for nearly two decades. Outside of her advisory role, she is involved in organizing divorce information workshops and supports her child's entrepreneurial efforts with a TikTok shop promoting health and sports accessories. Diversify Advisory Services 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 using a variety of investment platforms and strategies tailored to client objectives.

Amy Simmons is a financial advisor at Diversify Advisory Services, LLC with 16 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Baird, TD Ameritrade, and Scottrade Inc. Outside of her advisory role, she also works as a delivery driver for DoorDash on a limited basis. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers a range of financial planning, portfolio management, and consulting services, using a tactical diversification investment approach tailored to client goals and risk tolerance.

Zachary Hoffman is a financial advisor at Diversify Advisory Services, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at DFPG Investments, LLC, 1031 Investment Services, and Paul, Weiss, Rifkin, Wharton & Garrison. 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, corporate consulting, and family office services with an investment approach focused on tactical diversification and individualized asset allocation.

Jonathan Skedeleski is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds a Series 66 designation and previously worked for the U.S. Probation Office District of Hawaii for ten years. 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, corporate consulting, and family office services with a focus on tactical diversification and individualized asset allocation tailored to client goals and risk tolerance.

Matthew Kohler is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 license and nine years of industry experience. His prior roles include positions at DFPG Investments, Concorde Asset Management, Concorde Investment Services, Minot State University, and Ameriprise Financial Services. He serves on the board of Zoe Life Outreach, a nonprofit focused on providing support for victims of sex trafficking and human trafficking. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, corporate consulting, and family office services, employing a tactical diversification investment approach tailored to client goals and risk tolerance.

Kevin O'Sullivan is a financial advisor with Diversify Advisory Services, LLC and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including nine years at Commonwealth Financial Network. His other business activity includes the sale of fixed life and fixed annuities through Boston Wealth Advisory Group. 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, corporate consulting, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed 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 investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.

Michael Bendix is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds Series 63 and 65 licenses and has previously worked at Cedar Crest Advisors, LLC and DFPG Investments, Inc. Bendix serves on the board of directors for the Alternative and Direct Investment Securities Association and consults for a nonprofit organization focused on financing and fundraising. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and consulting services to individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification approach and offers a variety of investment options and fee structures tailored to client needs.

Stephanie Birenbaum is a financial advisor at Diversify Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Woodbury Financial Services, Inc and OSAIC. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach using multiple platforms and offers both discretionary and non-discretionary management aligned with clients’ objectives and ERISA fiduciary requirements where applicable.

Enrique Che is a financial advisor at Diversify Advisory Services, LLC with four years of industry experience. He holds a Series 66 designation and has worked at multiple firms including DFPG Investments, LLC and Sagepoint Financial, Inc. Prior to his financial advisory career, he spent over three decades at Hawaiian Electric Company. 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 using a variety of internal models, third-party solutions, and investment strategies across multiple platforms.

Curtis Ladd is a CFP® certificant with 40 years of industry experience. He is affiliated with Diversify Advisory Services, LLC and has prior experience at DFPG Investments, Inc. and First Financial Center of Dallas, where he is also involved in insurance sales. 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 variety of portfolio management strategies and flexible fee arrangements.

Maxwell Keltner is a financial advisor at Diversify Advisory Services, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at DFPG Investments, Inc. since 2015. Outside of his advisory role, he serves as CFO and Secretary for J Three Enterprises, a professional services and payroll company, and acts as trustee, executor, and power of attorney for family members. 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 range of investment strategies and platforms, offering portfolio management, financial consulting, and multi-family office support.

Anthony Cipolla is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and bringing 23 years of industry experience. His career includes roles at Eagle Strategies (NY Life) for 11 years and longstanding involvement with Cipolla Financial & Insurance Services since 2011. He is also active as a fixed insurance agent, selling and reviewing insurance products. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, offering financial planning, portfolio management, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing various delivery platforms and investment strategies tailored to client goals and risk tolerance.