Uma Khandkar is a financial advisor at Diversify Wealth Management, LLC with five years of industry experience. Prior to joining Diversify in 2026, she worked at Fidelity Investments for six years and has a background in real estate as a realtor. She is a partner in a real estate-related business. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, offering investment management, financial planning, and fiduciary services through a team of more than 50 advisors. The firm emphasizes tactical diversification and asset allocation using a variety of investment strategies and platforms.

Michael Mc Cabe is a CFP® professional with four years of industry experience, currently affiliated with Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investments, LLC, Fox & Company Wealth Management, and Capita Financial Network. Outside of his advisory work, he also works as a delivery driver for UberEats and Grubhub. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions, offering investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm employs a tactical diversification approach using a variety of internal and third-party strategies across multiple platform options.

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. 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 across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Stephen Litman is a financial advisor at Diversify Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and Compass. Outside of his advisory work, he is involved in performance coaching for real estate agents through Chirag Shah Coaching and leads LitLife LLC, a business that supports Compass agents with CRM organization and virtual assistant services. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm manages approximately $4.1 billion in assets and employs a tactical diversification approach utilizing a range of investment instruments and platform options tailored to client objectives.

Celeste Kennard is a financial advisor with Diversify Wealth Management, LLC and holds a Series 65 designation. She has six years of industry experience, having worked previously at FirstPurpose Wealth and Medicus Wealth Planning. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm manages approximately $4.1 billion in assets and uses a diversified investment approach incorporating both internal and third-party strategies across multiple platform options.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad 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 offers services such as financial planning, family office consulting, and portfolio management.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. Prior to joining Diversify, she worked for Kohl's Inc. for 21 years. She holds Series 65 and Series 63 licenses. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach across multiple investment platforms and strategies.

Eliza Campbell is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Caliber Wealth Management, Dakota Wealth Management, and held academic roles at Brigham Young University and Harvard Business School. Diversify Wealth Management provides 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 and offers a range of services including financial planning, family office consulting, and portfolio management across multiple account types.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Krista Baker is a CFP® with 16 years of industry experience. She is currently with Diversify Wealth Management, LLC since 2024 and has prior experience at DFPG Investments, Inc. and her own tax preparation firm, Baker 3, Inc., where she serves as president. Outside of advising, she is involved as secretary/treasurer for the American Federation of Musicians Local 104. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions, managing approximately $4.1 billion in assets. The firm emphasizes tactical diversification and asset allocation through a combination of internal and third-party strategies and provides a range of platform options and investment instruments tailored to client objectives.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. 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 provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Andreas Caruso is a financial advisor at Diversify Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and is based in Lewes, Delaware. Prior to his advisory role, his background includes multiple periods of full-time education at the University of Delaware and experience in various positions outside the financial industry. Diversify Wealth Management provides 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 uses a tactically diversified investment approach across multiple platforms, incorporating mutual funds, equities, fixed income, ETFs, private equity, and alternative strategies, with discretionary and non-discretionary management aligned to clients’ objectives.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Alexander Haviland is a CFP® with 11 years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and has previously worked at DFPG Investments, Inc. and LJCooper Capital Management. Outside of advising, he serves on the board of directors for NEXT STEP WAREHOUSES as a financial strategist and owns an accounting and tax services business. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and other institutions. The firm uses a tactical diversification and asset allocation approach employing multiple platform options and a broad range of investment instruments.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. Diversify Wealth Management provides 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 various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.

Marc Brock is a financial advisor at Diversify Wealth Management, LLC with 22 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Thrivent Advisor Network LLC and Your Source Financial, P.L.C. since 2010. Diversify Wealth Management provides 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, combining discretionary and non-discretionary management aligned with clients’ objectives.

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory roles, Newhouse serves as an assistant coach at New Covenant Academy. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm employs a tactical diversification and asset allocation approach using a variety of strategies and investment instruments, supported by a team of more than 50 advisors managing approximately $4.1 billion in assets.

Alex Long is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC since 2024. He previously worked at DFPG Investments, Inc. and FirstPurpose Wealth. Outside of his advisory role, he owns and provides strategic planning for an accounting and tax services firm. Diversify Wealth Management, LLC offers investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to a diverse client base, including individuals, high-net-worth clients, and institutions. The firm employs a tactical diversification approach across multiple platform options and investment instruments to meet client objectives.

Tyler Haskell is a CFP® professional with three years of experience in financial advising. He is currently with Diversify Wealth Management, LLC and previously worked at Diversify Advisory Services, LLC and DFPG Investments, LLC. In addition to his advisory role, he is an insurance agent specializing in fixed life and health products, primarily in the Medicare market. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating due diligence on third-party managers and offering both discretionary and non-discretionary management aligned with clients’ objectives.

Madison Forrest is a Series 65-licensed financial advisor with six years of industry experience. They are currently with Diversify Wealth Management, LLC and have prior experience at Caliber Wealth Management, BOSS Retirement Solutions, Vox Fulfillment, and Northwestern Mutual. Madison is also co-owner of Rooftop Christmas Lights LLC, a seasonal business based in American Fork, UT. Diversify Wealth Management, LLC serves individuals, high-net-worth clients, businesses, retirement plans, and institutions by providing investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services. The firm manages approximately $4.1 billion in assets and employs a tactical diversification and asset allocation approach using a wide range of investment instruments and platform options.