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Kelby M

Series 65

Orem, UT

Diversify Advisory Services, LLC

Kelby Mc Mullin is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has been with LJCooper Capital Management since 2014. 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 includes due diligence on third-party managers, alternative investments, and options-based 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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Bryant A

Series 65

Orem, UT

Diversify Advisory Services, LLC

Bryant Armstrong is a financial advisor at Diversify Wealth Management, LLC in Orem, Utah, holding a Series 65 credential with eight years of industry experience. He has worked at LJCooper Capital Management since 2015 and previously at Private Capital Group from 2014 to 2017. Outside of advisory work, Armstrong is involved in tax advisory services at FirstPurpose Tax and participates in family investment and private venture companies. Diversify Wealth Management serves a diverse client base including individuals, high-net-worth clients, business owners, and institutions, offering comprehensive financial planning and portfolio management. The firm employs a tactically diversified investment approach across various platforms and includes alternative investments and options-based strategies in client portfolios.

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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Scott C

Series 65

Orem, UT

Diversify Advisory Services, LLC

Scott Carlson is a financial advisor with Diversify Advisory Services, LLC in Orem, UT, holding a Series 65 credential and bringing 11 years of industry experience. He has been with FirstPurpose Wealth since 2014. Outside of his advisory role, Carlson manages operations for Kelsey Carlson Art, an art print sales business, and FirstPurpose Tax, which provides accounting and tax services. Diversify Advisory Services offers investment advisory and financial planning 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 strategies and platforms to meet client objectives.

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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