Elijah Higham is a financial advisor at Encompass More Asset Management LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at Unified Wealth, iTrust Capital, Family First Life, and a teaching role at the University of Utah. Encompass More Asset Management provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, managing approximately $985 million across about 4,000 clients through 85 advisers.

Kasinee Meyer is a financial advisor with Encompass More Asset Management LLC in Laguna Niguel, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Outside of advisory work, she volunteers teaching and mentoring new mothers at Precious Life Shelter and serves as vice president of the Thammasat Alumni of USA, a nonprofit organization. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset related exposures.

David Grzesk is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at SCF Investment Advisors, INC. and Global View Capital Management, LLC. Outside of his advisory role, he is a benefits advisor for Aflac, selling supplemental insurance and assisting with claims. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors rather than corporate or charitable clients.

Shelton King Jr. is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 license and one year of industry experience. He is also the principal agent and owner of P419 Financial Group, LLC, a licensed insurance agency. Shelton has been involved with P4:19 Insurance & Retirement Strategies, LLC since 2013. Encompass More Asset Management LLC serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach that includes quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Ricardo Leyva is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including Elevated Capital Advisors, The Quantum, and Mutual of Omaha. Outside of his advisory work, he is also involved as an independent insurance agent with The Quantum. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers across various asset classes, including equities, fixed income, and digital-asset related exposures.

Jeffrey Hodges is a financial advisor at Encompass More Asset Management LLC with five years of industry experience. He holds a Series 66 credential and has worked at JPMorgan Chase Bank, First Republic Securities, and previously in the airline industry with Alaska Airlines and Virgin America. Outside of finance, he is the owner of Linescapes, a fine art business focused on selling paintings and modeling. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with specialized retirement account management.

Daniel Bresson is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior roles include positions at SCF Investment Advisors and Global View Capital Management. Bresson is also a licensed independent insurance agent. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Corico Mc Cray Sr. is a financial advisor at Encompass More Asset Management LLC with four years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Edward Jones and AE Wealth Management, as well as operating McCray Enterprises & Associates, LLC. He is also a licensed independent agent for life and health insurance. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party models, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Lucy Matsumoto is a financial advisor with Encompass More Asset Management LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Axianta Financial Partners. She is also the owner of Lucy Matsumoto & Associates Inc., a business that manages commissions from her advisory and life insurance activities. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses model-based strategies incorporating proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Kyle Demyan is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 credential and one year of industry experience. He has worked previously with Wealth Akademy Financial LLC and Transamerica Financial Advisors, Inc., among other roles. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies integrating proprietary models and third-party sub-advisers, managing a diverse range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset exposures.

Jason Berube is a financial advisor with Encompass More Asset Management LLC, holding a Series 63 designation and seven years of industry experience. His work history includes roles at firms such as Cornerstone Wealth Consulting Services and Guardian Wealth Advisors, as well as a position as a tax specialist at H&R Block. In addition to his advisory work, he is licensed as an insurance agent specializing in life, accident, and health insurance. Encompass More Asset Management primarily serves individual and high-net-worth clients by providing discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis and manages approximately $582 million for around 4,000 clients.

Bradley Heller is a financial advisor with Encompass More Asset Management LLC and holds a Series 65 designation. He has recently entered the financial industry, beginning his advisory career in 2026. Prior to this, his background includes roles in architectural metals and junk removal, as well as experience in education and retail. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary and third-party sub-advisers across various asset classes, including equities, fixed income, mutual funds, ETFs, and select digital assets.

Geoffrey Grimsdale is a financial advisor with Encompass More Asset Management LLC who holds a Series 66 license and has two years of industry experience. His prior roles include positions at Ameriprise Financial Services LLC, Armanino LLP, and Cetera Advisors. Outside of advising, he is president and owner of Grimsdale Financial Solutions, a tax preparation and accounting business serving individuals and small business owners. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm uses model-based strategies combining proprietary and third-party sub-advisers, offering access to a range of investment options including equities, fixed income, alternative assets, and digital-asset related exposures.

Timothy Noordyk is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Encompass More in 2026, he worked at Global View Capital Management, Global View Capital Advisors, and Global View Capital Insurance for over a decade. Outside of his advisory role, he coaches youth sports and serves as a volunteer treasurer for Bridge Church in Waukesha, Wisconsin. Encompass More Asset Management primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million for around 4,000 clients.

Marla Isidro is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. She previously worked at Transamerica Financial Advisors, Inc. and World Financial Group. Outside of her advisory role, she owns and operates several businesses related to insurance, healthcare solutions, event support, and document preparation services, including AgencyFi LLC and Amies Corporation. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, with a focus on individual investors rather than corporate or charitable clients.

Scott Thiel is a financial advisor with Encompass More Asset Management LLC in Portland, OR. He holds a Series 65 designation and has experience working in financial services and media, including roles at Appreciation Financial and NFL Network. Outside of advising, he works as an independent video editor. Encompass More Asset Management LLC serves individual and high-net-worth clients by providing discretionary portfolio management, financial planning, and access to private placements. The firm uses model-based investment strategies combining quantitative, qualitative, and fundamental analysis, and manages approximately $582 million across roughly 4,000 clients.

Dominic Defreece is a financial advisor with Encompass More Asset Management LLC, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior roles include positions at Verity Asset Management and Appreciation Financial. Outside of his advisory work, he owns DeFreece Financial Solutions, which provides insurance, real estate, and financial education services, and he is employed as a life insurance agent with Baltimore Life. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based investment strategies combining proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Lisa Gallo is a CFP® professional with 29 years of industry experience, currently serving at Encompass More Asset Management LLC. Her prior roles include positions at O'Donnell Financial Group, Independent Financial Group, United Planners' Financial Services of America, Vitucci & Associates, and National Planning Corp. She is also involved as an agent with Westland Financial Services, providing insurance products and business development solutions for independent financial advisors. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis, focusing exclusively on individual investors and high-net-worth clients.

Juan Romero is a financial advisor with Encompass More Asset Management LLC, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Encompass More, he worked at Income Lab and TD Bank, and has experience in education at John Jay College of Criminal Justice and the High School for Arts and Business. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and select digital-asset exposures.

Michael Floyd is a financial advisor with Encompass More Asset Management LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Bayntree Wealth Advisors, Intelligent 401K, and AE Wealth Management, among others. Additionally, he is involved in estate planning and retirement strategy through his managing partner roles at Prospect Estate Planning and PWA Partners, where he also offers insurance-related services. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, managing approximately $985 million through a team of 85 advisors. The firm employs model-based strategies incorporating proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, private placements, and digital-asset exposures.