San Jose, CA Office

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.

Kayla Daniel is a financial advisor at Diversify Advisory Services, LLC with nine years of industry experience. She holds a Series 66 designation and has previously worked at DFPG Investments, LLC and J.P. Morgan entities. Outside of her advisory role, she has interned with Adam America Real Estate, where she was involved in acquisition analysis and market research as part of a master's program. 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 range of portfolio management and financial planning services tailored to client goals and risk tolerance.

Brian King is a CFP® with 27 years of industry experience, currently associated with DFPG Investments, Inc. since 2015. He operates through Global Wealth Partners Inc., providing financial planning services as a Certified Financial Planner. King also serves as CEO/President of Camden Corporation Inc., a personal corporation managing payroll and retirement plans. Diversify Advisory Services, LLC offers 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 multiple platforms and a wide range of instruments and strategies.

Anton Nijmeh is a financial advisor with Diversify Advisory Services, LLC in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at DFPG Investments, Inc. since 2015. Nijmeh serves on the board of Venture Christian Church Mission Board. Diversify Advisory Services 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 various internal models and third-party solutions across multiple platforms and offers a broad range of investment instruments and strategies.

Joseph Ellis is a CFP® with 16 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He also has over a decade of involvement with DFPG Investments, LLC. Outside of his advisory roles, Ellis is engaged in tax preparation and representation as an enrolled agent, provides notary services, and is involved in public speaking on injury and medical topics, including authoring a book on running injuries. He also serves as a fractional CFO for a stem cell dermatological startup. 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 investment approach, utilizing a variety of platforms and instruments such as ETFs, mutual funds, alternatives, and options-based strategies.

Joseph Langlois III is a CFP® professional with 24 years of industry experience. He is currently with Diversify Advisory Services, LLC and has worked at DFPG Investments, Inc. since 2015. Outside of advisory work, he serves as an insurance broker and holds leadership roles in several professional service and investment-related LLCs. 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 utilizing a variety of investment models and strategies across multiple platforms.

Loay Naser is a financial advisor at Diversify Advisory Services, LLC with 34 years of industry experience. He holds a Series 63 designation and has previously worked at DFPG Investments, Inc. Naser serves on the board of directors for Coro Global and owns several non-investment businesses, including a hospitality group and a snack production company. Diversify Advisory Services is an SEC-registered adviser serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm utilizes a tactical diversification approach and offers a range of portfolio management and consulting services tailored to client goals and risk tolerance.

Maxwell Keltner is a financial advisor with Diversify Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has previously worked at DFPG Investments, Inc., First Allied Advisory Services, INC., First Allied Securities, Inc., and MSI Financial Services, Inc. Outside of advisory work, he serves as trustee, executor, and power of attorney for family members' living trusts and wills. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm’s investment approach focuses on tactical diversification and individualized asset allocation, offering a variety of model portfolios and alternative investment strategies tailored to client goals.

Jason Connolly is a CFP® professional with 22 years of industry experience, currently serving at Diversify Advisory Services, LLC since 2023. He has also been affiliated with DFPG Investments, Inc. since 2015. Outside of his advisory roles, Connolly is involved in managing a payroll services corporation and sells fixed insurance products. 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 investment approach using a combination of internal models and third-party solutions across multiple platforms.

Colin Mansfield is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and bringing 22 years of industry experience. He has been with DFPG Investments, Inc. since 2015. Outside of his advisory role, he is involved in fixed insurance sales, including fixed annuities and SPIAs. 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 investment approach, utilizing a variety of platforms and strategies such as ETFs, mutual funds, alternatives, and options-based strategies.