James Raine is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at DFPG Investments, Inc., Questar Capital Corporation, and Principal Life Insurance. He is also a partner in Rocky Mountain Wealth Advisors and serves as an insurance agent with Financial Foundations Insurance & Investments LLC. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a wide range of portfolio management and consulting services tailored to client goals and risk tolerance.

Stephen Patterson II is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® and Series 63 designations and 15 years of industry experience. His prior roles include positions at The Leaders Group, Inc., BFC Planning, Inc., Securities Management and Research, Inc., and American National Insurance Company. He is a partner in Rocky Mountain Wealth Advisors, an investment management and advisory business based in Windsor, Colorado. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach using a combination of internal models and third-party solutions across multiple platforms and a broad array of investment instruments and strategies.