Diversify Advisory Services, LLC

Justin Lowy is a financial advisor at Diversify Advisory Services, LLC with 14 years of industry experience. He holds a Series 66 designation and has worked at DFPG Investments, LLC since 2020 and Crown Capital Securities LP from 2016 to 2020. Outside of his advisory role, he is involved in commercial real estate lending as a broker and co-broker of commercial loans through Network Lending Services. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and trusts. The firm employs a tactical diversification approach using a variety of investment platforms and strategies, including ETFs, mutual funds, alternatives, and options-based strategies.

Kevin Bendix is a financial advisor at Diversify Advisory Services, LLC with two years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Kirkland & Ellis LLP for twelve years. Bendix is also affiliated with DFPG Investments, LLC and has been involved with the University of California since 2022. 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 utilizing a range of internal models and third-party solutions across multiple platforms.

Michael Redmond is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, and Wfg Investments Inc. Outside of his advisory work, he coaches a youth baseball team in Townsend, DE. 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 variety of internal models and third-party solutions across multiple platforms, incorporating a wide range of investment instruments and strategies.

Eric Voegeli is a financial advisor at Diversify Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including DFPG Investments Inc and Discover Financial Services. Diversify Wealth Management serves 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, combining discretionary and non-discretionary management aligned with clients’ objectives and regulatory requirements.

Russell Butler is a financial advisor at Diversify Advisory Services, LLC with 21 years of industry experience. He holds the ChFC® and Series 66 designations. In addition to his advisory role, Butler is a senior partner and tax advisor at Butler Tax and Accounting, where he provides tax return preparation, consultation, and planning services for individuals and small businesses. Diversify Advisory Services, LLC provides investment advisory and financial planning 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 approach using a combination of internal models and third-party solutions across multiple platforms to manage portfolios and deliver comprehensive financial services.

Benjamin Chappell is a financial advisor at Diversify Advisory Services, LLC with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at firms including Drive Wealth Advisers, Foresight Wealth Management, Penn Mutual Life Insurance, and Hornor Townsend & Kent. In addition to his advisory role, he is active as a mortgage loan originator with Houzd Mortgage and holds a position as an insurance agent involved in life insurance brokerage. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Robert Doherty is a CFP® and ChFC® with 17 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and its affiliated firm DFPG Investments, LLC, having previously worked at New York Life Insurance Company and Eagle Strategies. Outside of his advisory role, Doherty volunteers as a youth wrestling coach and serves on the Woburn Wrestling Team board. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification approach using a combination of internal models and third-party solutions across multiple platforms, offering a broad range of investment strategies and multi-family office support.

Nicholas Tarulli is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds the Series 66 designation and has held roles at DFPG Investments, B. Riley Wealth Advisors, National Securities Corporation, and Equitable Advisors. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing 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, offering a broad range of investment instruments and strategies.

Travis Kell is a financial advisor at Diversify Advisory Services, LLC with 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. and Ameriprise from 1987 to 2025. Kell holds a Series 63 designation. Diversify Advisory Services, LLC provides investment advisory and financial planning services to individuals, corporations, pension 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 offers a range of strategies including ETFs, mutual funds, alternatives, and options-based strategies.

John Kwee is a CFP® professional with 38 years of industry experience, currently affiliated with Diversify Advisory Services, LLC. He has held roles at firms including SAGEPOINT FINANCIAL and OSAIC. Outside of his advisory work, he serves as a board member and officer for Christian in Real Estate, a nonprofit organization based in Honolulu. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base, including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification approach utilizing both internal models and third-party solutions across multiple platforms, offering services such as portfolio management, retirement plan consulting, and multi-family office support.

Darren Speight is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA. He holds a Series 66 designation and has 18 years of industry experience. Since 2015, he has been affiliated with DFPG Investments, Inc. Outside of advisory work, he is involved in selling fixed insurance products. Diversify Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, medical professionals, and small business owners. The firm employs a tactical diversification investment approach utilizing a variety of internal models and third-party platforms across multiple asset types and strategies.

Matthew Hunstock is a CFP® with 20 years of experience in the financial services industry. He is currently with Diversify Advisory Services, LLC and previously worked at Ameriprise Financial Services, Inc. for ten years. He serves as a committee member on the Santa Rosa Junior College Foundation Investment Committee. 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 utilizing a mix of internal models and third-party solutions across multiple platforms.

Stephen Williams is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and 39 years of industry experience. Prior to joining Diversify in 2025, he spent 39 years at Ameriprise Financial Services in various capacities. Outside of his advisory work, he is involved in managing a bank note related to his late brother’s estate. Diversify Advisory Services, LLC provides investment advisory and financial planning services 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 range of investment platforms and strategies, including ETFs, mutual funds, alternatives, private placements, and options-based strategies.

Michael Collins is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors, Wells Fargo Clearing, and the Department of Defense. Collins serves in the United States Marine Corps Reserve, assisting active duty Marines with their transition to civilian life. 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 using a variety of investment strategies and platforms to meet client objectives.

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license, and has 41 years of industry experience. His prior roles include positions at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc., and Penn Mutual Life Insurance Company. Outside of advising, he practices law as an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for a tax-exempt religious institution, sits on the board of the American Technion Society Eastern Seaboard Region, and is an author working on a book. 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, offering a wide range of investment instruments and strategies.