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Troy W

Series 66

Honolulu, HI

Diversify Advisory Services, LLC

Troy Wada is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 credential and 16 years of industry experience. He previously worked at SagePoint Financial for ten years before joining Diversify Advisory Services and DFPG Investments in 2023. Outside of his advisory role, Wada serves on the fundraising committee for the Ronald McDonald House Charities of Hawaii and is a board member of the Senator Sharon Moriwaki Community Board, where he contributes to strategies addressing homelessness, affordable housing, and environmental issues. 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, utilizing a mix of internal models and third-party solutions across multiple platforms and investment strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Jonathan S

Series 66

Honolulu, HI

Diversify Advisory Services, LLC

Jonathan Skedeleski is a financial advisor at Diversify Advisory Services, LLC with one year of industry experience. He holds the Series 66 designation and previously worked for the U.S. Probation Office District of Hawaii for ten 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 approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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