by Taylor Brown | Nov 7, 2025
About Jon Galvez is a financial advisor who believes lasting financial progress begins with education, trust, and consistent action. He was first introduced to the Finance Industry by a family mentor—an experience that revealed how little most people, himself...
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...
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