by Taylor Brown | Nov 7, 2025
About Lisa Gallo has been helping people make sense of their finances for more than 35 years. A Certified Financial Planner™ and a graduate of California State University, Hayward, with a degree in Business and Finance, Lisa combines decades of industry knowledge with...
by Taylor Brown | Nov 5, 2025
About As Director of Business Development, Cortney works closely with financial advisors to identify meaningful growth opportunities, deliver tailored solutions, and ensure the firm’s platform evolves to support each advisor’s long-term goals. She also leads a...
by Taylor Brown | Nov 4, 2025
About Wanchira Disyaboot is a Financial Advisor with Encompass More, operating out of Duarte,...
by Taylor Brown | Nov 4, 2025
About Connie De Vera brings a unique blend of corporate experience, human connection, and financial acumen to her role as a financial advisor. With over two decades in Corporate Human Resources, including seven years within the financial services industry, Connie has...
by Taylor Brown | Nov 3, 2025
About Micah Phillip Comer is a trusted financial advisor with nearly two decades of experience helping families navigate complex financial decisions with clarity, confidence, and care. His journey into the financial services industry began with a clear mission: to...
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