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Jennifer N

Series 66

Springfield, MO

Diversify Wealth Management, LLC

Jennifer Newhouse is a financial advisor with Diversify Wealth Management, LLC, holding a Series 66 designation and bringing 21 years of industry experience. She has worked at Diversify Wealth Management since 2025 and previously at DFPG Investments, Inc. and Vineyard Asset Management LLC. Outside of her advisory roles, Newhouse serves as an assistant coach at New Covenant Academy. Diversify Wealth Management provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, retirement plans, and institutions. The firm employs a tactical diversification and asset allocation approach using a variety of strategies and investment instruments, supported by a team of more than 50 advisors managing approximately $4.1 billion in assets.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Stephen H

Series 66

Springfield, MO

Diversify Wealth Management, LLC

Stephen Hall is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Diversify Wealth Management, LLC. He previously worked at Integrated Advisors Network, LLC, Waddell & Reed, and serves as an online course facilitator at the College of the Ozarks. Hall has also held leadership roles in local business organizations. Diversify Wealth Management, LLC provides investment management, financial planning, retirement plan fiduciary services, corporate consulting, and family office services to individuals, high-net-worth clients, businesses, and institutions. The firm manages approximately $4.1 billion in assets through a team of over 50 advisers and employs a tactical diversification approach using a variety of investment instruments and platform options.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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Benjamin N

PFS™, Series 63, Series 66

Springfield, MO

Diversify Wealth Management, LLC

Benjamin Newhouse is a financial advisor at Diversify Wealth Management, LLC with 26 years of industry experience. He holds the PFS™ designation and has worked with several firms, including DFPG Investments, Inc. and Vineyard Asset Management, LLC. Outside of advising, Newhouse serves on the board of a homeowners association and is a trustee for Mission University. Diversify Wealth Management serves individuals, high-net-worth clients, businesses, and institutions with investment management, financial planning, retirement plan fiduciary services, and family office solutions. The firm employs a tactical diversification strategy using a mix of internal and third-party platforms and offers a wide range of investment instruments tailored to client objectives.

Private / alternative investments Options & derivatives strategies Active portfolio management Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Doctor or Medical Professional Executive Mid-Career Professionals
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