Thomas Ervin is a CFP® professional with 11 years of industry experience. He is currently affiliated with Diversified, LLC and has previously worked at Purshe Kaplan Sterling Investments and Securities Service Network, Inc. In addition to his advisory role, he is a licensed insurance agent. Diversified, LLC provides investment advice and financial planning services to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, portfolio management, and retirement plan advisory, utilizing a two-phase planning process and a range of third-party managers and platforms tailored to clients’ objectives and risk tolerances.

David Levy is a CFP® certificant with 18 years of experience in the financial advisory industry. He is currently with Diversified, LLC, where he has worked since 2007, including time at affiliated entities, and previously held positions at Purshe Kaplan Sterling Financial and Securities Service Network. Outside of his advisory role, Levy is involved in managing an affiliated tax services firm, Diversified Tax, where he participates in business growth and decision-making. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm employs a two-phase planning process with tailored asset allocation strategies and utilizes third-party managers and platforms to support client portfolios, while also offering affiliated insurance and tax services.

Andrew Rosen is a CFP® with 22 years of industry experience, currently serving at Diversified, LLC. He has held roles at Purshe Kaplan Sterling Financial and Securities Service Network prior to his current position. Outside of his advisory work, Rosen is involved in several related business ventures including partnerships in insurance and tax services firms, as well as a leadership role in an accounting entity. Diversified, LLC provides comprehensive investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm employs a two-phase planning process and leverages third-party managers and platforms to tailor asset allocation and diversification strategies according to client goals and risk tolerance.

Michael Fisher is a CFP® professional with 22 years of experience in financial advising. He is currently with Diversified, LLC and has previously worked at Lincoln Investment Planning, Inc. and Securities Service Network, LLC. Outside of advising, he serves on the board of directors and oversees operations at Diversified Insurance, LLC. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, and charitable organizations. The firm offers a multi-tiered planning process, discretionary and non-discretionary portfolio management, and utilizes third-party managers and platforms to tailor strategies to clients’ objectives and risk tolerances.

Johathan Williams is a financial advisor at Diversified, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Annuities, Inc. and PNC Bank. Diversified, LLC serves a broad client base including individuals, high-net-worth clients, retirement plans, and pooled investment vehicles, managing approximately $2.79 billion in assets. The firm offers a comprehensive financial planning process alongside discretionary and non-discretionary asset management, with tailored portfolios supported by third-party managers and technology platforms.

Ashley Howard is a Series 65 credentialed advisor with Diversified, LLC in Wilmington, DE, bringing one year of industry experience. Prior to joining Diversified, LLC in 2024, Howard worked at Information to Imaging Technologies from 2013 to 2017. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm employs a comprehensive planning process with ongoing asset management and utilizes both third-party managers and automated platforms to tailor portfolios.

Max Berger is a CFP® with eight years of industry experience, currently serving as an advisor at Diversified, LLC in Wilmington, DE. He previously worked at SEI Investment Management Corp for five years before joining Diversified in 2021. Diversified, LLC provides financial planning and portfolio management services to individual and high-net-worth clients, retirement plans, and pooled investment vehicles. The firm emphasizes a comprehensive planning process followed by ongoing reviews and offers tailored portfolio strategies through a combination of third-party managers, automated rebalancing, and manual oversight.

Kyle Hill is a CFP® professional with 25 years of industry experience, currently serving at Diversified, LLC. His career includes over two decades at Diversified in various capacities, as well as roles at Purshe Kaplan Sterling Investments and Securities Service Network. Outside of advising, he holds a fixed/traditional insurance agent license. Diversified, LLC provides investment advice and financial planning to individuals, corporations, retirement plans, trusts, estates, charitable organizations, and a pooled investment vehicle. The firm offers multi-tiered financial planning, discretionary and non-discretionary portfolio management, and uses a two-phase planning process tailored to client objectives and risk tolerances.