Diversify Wealth Management, LLC

Uma Khandkar is a financial advisor at Diversify Wealth Management, LLC with four years of industry experience. She previously worked at Fidelity Investments for six years and has additional background in real estate as a realtor. Outside of advisory work, she is a partner in a single-family rental property. Diversify Wealth Management provides 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, incorporating due diligence on third-party managers and a range of investment vehicles to meet clients’ objectives.

Michael Mc Cabe is a CFP® professional with three years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior roles include positions at DFPG Investments, LLC, Fox & Company Wealth Management, and Capita Financial Network. Outside of his advisory work, he has worked as an independent delivery driver for UberEats and Grubhub. Diversify Wealth Management provides 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 offers services such as financial planning, family office consulting, and portfolio management tailored to client objectives and regulatory requirements.

Kenneth Bown is a CFP® with 21 years of industry experience, currently serving as an advisor at Diversify Wealth Management, LLC. His prior experience includes roles at DFPG Investments, Inc. and LJCOOPER Capital Management, LLC. Outside of financial advising, he owns an accounting and tax services business. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including mutual funds, private equity, and alternative investments, with both discretionary and non-discretionary management options.

Stephen Litman is a financial advisor at Diversify Wealth Management, LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Stifel and Compass among other firms. Outside of his advisory role, Litman is CEO of LitLife LLC, a business that supports Compass real estate agents with CRM organization and virtual assistant services. Diversify Wealth Management provides investment advisory and planning services to a diverse client base including individuals, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, incorporating both discretionary and non-discretionary management aligned with client objectives and ERISA fiduciary standards.

Celeste Kennard is a Series 65-licensed financial advisor with six years of industry experience. She is currently with Diversify Wealth Management, LLC and has previously worked at FirstPurpose Wealth and Medicus Wealth Planning. 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 utilizing multiple platforms and offers services such as financial planning, family office and corporate consulting, and portfolio management across various asset types.

Derek Farley is a CFP® with five years of industry experience, currently serving as a financial advisor at Diversify Wealth Management, LLC. His prior roles include positions at FirstPurpose Wealth, Blue Barn Wealth, and LJCooper Wealth Advisors. Outside of advising, he is a content creator and editor for StockMotion, LLC, a company developing an educational app for students and young professionals. Diversify Wealth Management provides investment advisory and planning services to a broad 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 offers services such as financial planning, family office consulting, and portfolio management.

Stacey Banks is a financial advisor at Diversify Wealth Management, LLC with a Series 65 credential. She has one year of industry experience, having joined Diversify Wealth Management in 2025 after a 21-year career at Kohl’s Inc. Diversify Wealth Management provides 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 offers services such as financial planning, family office consulting, and portfolio management.

Eliza Campbell is a financial advisor at Diversify Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has worked at Caliber Wealth Management, Dakota Wealth Management, and held academic roles at Brigham Young University and Harvard Business School. Diversify Wealth Management provides 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 and offers a range of services including financial planning, family office consulting, and portfolio management across multiple account types.

Todd Hills is a financial advisor at Diversify Wealth Management, LLC with eight years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs & Co., Edward Jones, and Bruce A Lefavi Securities, Inc. Outside of his advisory role, he is involved with Diversify Insurance, Inc., where he sells life insurance as part of client financial plans. Diversify Wealth Management provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth clients, business owners, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, offering portfolio management, financial planning, and consulting services tailored to clients’ objectives.

Krista Baker is a CFP® with 16 years of industry experience, currently serving at Diversify Wealth Management, LLC since 2024. She previously worked at DFPG Investments, Inc. and LPL Financial, and has been president of Baker 3, Inc., a tax preparation business, since 2009. Baker is also active as a notary public and serves as secretary/treasurer for the American Federation of Musicians Local 104, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individual and high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms and emphasizes due diligence, alternative investments, and alignment with clients’ objectives and fiduciary requirements.

Taylor Olsen is a financial advisor at Diversify Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at FirstPurpose Wealth for nine years. Outside of his advisory role, Olsen is a tax manager and partner at FirstPurpose Tax, providing tax and accounting services to clients. 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 provides both discretionary and non-discretionary management aligned with clients’ objectives and fiduciary requirements.

Andreas Caruso is a financial advisor at Diversify Wealth Management, LLC, holding a Series 65 credential. He joined the firm in 2025 and is based in Lewes, Delaware. Prior to his advisory role, his background includes multiple periods of full-time education at the University of Delaware and experience in various positions outside the financial industry. Diversify Wealth Management provides 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 uses a tactically diversified investment approach across multiple platforms, incorporating mutual funds, equities, fixed income, ETFs, private equity, and alternative strategies, with discretionary and non-discretionary management aligned to clients’ objectives.

Brad Wilson is a CFP®-certified financial advisor with Diversify Wealth Management, LLC, bringing three years of industry experience. Prior to joining Diversify Wealth Management in 2025, he worked at Intel for 24 years. He serves as a board member and officer for the Phoenix chapter of Dream Factory, a nonprofit organization. Diversify Wealth Management provides investment advisory and planning services to individuals, high-net-worth clients, business owners, retirement plans, trusts, and institutions. The firm employs a tactically diversified investment approach across multiple platforms, including advisor-managed portfolios and curated models, with an emphasis on due diligence and alignment with clients’ objectives.

Alexander Haviland is a CFP® professional with 11 years of industry experience, currently serving at Diversify Wealth Management, LLC since 2024. He previously worked at LJCooper Capital Management from 2013 to 2024 and has been affiliated with DFPG Investments, Inc. since 2016. Outside of his advisory role, Haviland serves on the board of directors for NEXT STEP WAREHOUSES and owns an accounting and tax services firm, FirstPurpose Tax. Diversify Wealth Management provides 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 and offers a range of management platforms, including discretionary and non-discretionary options, aligned with client objectives and regulatory requirements.

Kye Moser is a financial advisor at Diversify Wealth Management, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at DFPG Investments, LLC since 2019, following multiple roles at E*TRADE Capital Management and E*TRADE Securities from 2014 to 2021. Diversify Wealth Management provides 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 various platforms, incorporating due diligence on third-party managers and a mix of traditional and alternative investment vehicles.