Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Michael C
Series 66
Newport Beach, CA
Diversify Advisory Services, LLC
Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve, assisting active duty Marines with their transition to civilian life. 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, retirement-plan fiduciary services, and family office services, employing a tactical diversification approach tailored to client goals and risk tolerance.
Kenneth K
Series 66
Newport Beach, CA
Diversify Advisory Services, LLC
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters