Kenneth Moffet is a financial advisor at Hourglass Capital, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hourglass Capital since 2008. Hourglass Capital provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and certain corporations. The firm employs a multi-method investment process and manages approximately $598 million across about 96 client accounts.

Michael Gorman is a financial advisor at Modern Capital Advisors, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Liberty Partners Financial Services, LLC since 2015 in addition to his role at Modern Capital Advisors since 2014. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies using model portfolios or third-party strategists.

Francisco De Borja Echanove Camina is a financial advisor at MMBG Investment Advisors Co. with Series 65 and Series 66 credentials. He has prior experience at Banco Santander International and Banco Santander Spain, spanning from 2015 to 2023. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in discretionary assets. The firm employs a global investment approach that combines top-down macro analysis with bottom-up fundamental security selection and maintains notable international client relationships and affiliations.

Savannah Krenek is a financial advisor at Post Oak Private Wealth Advisors in Houston, TX, holding a Series 65 designation with four years of industry experience. Her prior experience includes roles at AXA Advisors and Equitable Advisors, as well as a decade in full-time education. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, and institutional clients by providing portfolio management, financial planning, and educational seminars. The firm employs a value- and risk-focused investment philosophy and utilizes a combination of in-house management and SEI-sponsored model programs, with a distinctive approach that includes the use of options and derivatives within separately managed accounts.

Arnoldo Porras is a financial advisor at Bulltick Wealth Management, LLC in Houston, TX, holding Series 66 and Series 63 licenses with 25 years of industry experience. His prior work includes roles at Intercam Advisor, Inc., IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency, dedicating part of his professional time to insurance services. Bulltick Wealth Management serves high-net-worth individuals, trusts, family offices, corporations, and private pooled investment vehicles, offering portfolio management, financial planning, and real-estate advisory services. The firm employs a combined top-down and bottom-up analysis approach, manages proprietary portfolios, and emphasizes U.S. real-estate investments, including managing affiliated private funds and utilizing specialized fee arrangements.

Donna Behler is a financial advisor with Post Oak Private Wealth Advisors in Houston, TX, holding a Series 63 designation and bringing 23 years of industry experience. She has worked as a sole proprietor from 1998 to 2019 and has been with Post Oak Private Wealth Advisors since 2013. Outside of advisory services, she is also involved in insurance sales and service. Post Oak Private Wealth Advisors serves individuals, including high-net-worth clients, as well as institutions, pension and profit-sharing plans, trusts, estates, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial planning, and educational seminars, employing a value- and risk-focused investment philosophy with a distinctive use of options and other derivatives within separately managed accounts.

Antonio Mariscal Romero is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior positions include roles at Monex Securities, Inc., Alpha Cubed Investments, LLC, and Kanos Capital Management, LLC. He serves as a board member for Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company, both based in Mexico City. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies ranging from long-term holdings to short-term trading and utilizes sub-advisory and third-party technology platforms for portfolio management and account consolidation.

Diego Carus Garrido is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Monex Asset Management, Inc. in Houston, TX. His prior experience includes roles at Monex Securities, Inc., Capgor SAPI de CV, and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., alongside academic work at Universidad Anahuac Mexico. He is a partner in a technology-focused investment-related firm in Mexico City but has no active duties there. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations by offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies combining charting, fundamental and technical analysis, and utilizes third-party technology and sub-advisory arrangements.

Alfonso Lopez Portillo Martinez is a financial advisor with Monex Asset Management, Inc. based in Houston, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His work history includes roles at Monex Securities, Inc. since 2015 and at Monex Asset Management since 2023. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of analytical techniques and strategies, ranging from long-term holdings to short-term trading, and utilizes third-party technology and sub-advisory relationships.

John Moffet is a CFA® charterholder with 30 years of industry experience. He has been with Hourglass Capital, LLC since 2008 and previously worked at Hourglass Capital Management Inc for 12 years. The firm manages separately managed accounts for high-net-worth individuals, trusts, pension plans, and other entities, employing a combination of fundamental, technical, and qualitative analysis. Hourglass Capital offers performance-based fee arrangements and utilizes derivatives and borrowing strategies within its discretionary portfolios.

Erik Klefos is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Sanders Morris Harris LLC since 2017 and previously worked at Wunderlich Securities from 2012 to 2017. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, and businesses. The firm primarily manages discretionary accounts through wrap‑fee programs and offers financial planning, retirement consulting, and brokerage services, utilizing third‑party portfolio managers and tailored investment strategies.

Hi! I'm Eric Simonson, and I'm the Owner of Abundo Wealth. We do things very differently here at Abundo. Our motto is 'minimize fees, maximize life.' We want to help you live your best life all while being smart and strategic with your money. We believe that transparent pricing, low-cost investing, and access to the best financial planning technology on the market is what every client deserves. We specialize in working with young, successful professionals who love to travel. Included in our financial planning services is a robust travel service where we help clients save money on flights, hotels and all things related to travel by finding flight deals and using credit card points and airline miles effectively. We charge a flat monthly subscription for our service and nothing more. After that, it's our job to work to try to save you money wherever we can while helping you accomplish your financial goals. You will never have to worry about any hidden costs, commissions, or kickbacks. Everything is transparent and we believe this is the only way to provide truly conflict-free advice. If you would like to learn more about how the Abundo team can help you, please do not hesitate to reach out. We are always friendly and more than willing to have a free consultation to learn more about you and see if we would be a good fit to work together.

Nelson Flores is a financial advisor at MMBG Investment Advisors Co. with a Series 65 designation and three years of industry experience. He has worked at several firms including Unimar Financial Services LLC and FirstBank Florida. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach that integrates macro analysis with fundamental security selection, offering customized portfolios that include both equity and fixed-income holdings tailored to client objectives.

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 65 and Series 63 licenses and four years of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company, along with a 21-year tenure at Invesco. He serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group provides advisory services to individuals, including high net worth clients, and various institutional clients. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, employing multiple investment strategies and a broad range of investment vehicles.

Kimson Cao is a CFP® and holds a Series 63 license with 22 years of industry experience. He has worked at Edward Jones since 2010 and previously spent three years at J. W. Cole Advisors, Inc. He is part of SB Advisory, LLC, an SEC-registered multi-team advisory firm with 34 advisors managing approximately $1.1 billion for individuals, businesses, and retirement plans. The firm primarily delivers non-discretionary advice, employing a mix of fundamental, technical, and qualitative analysis to tailor client portfolios.

Jose Balcazar is a financial advisor with Monex Asset Management, Inc. in Houston, Texas, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Monex Asset Management since 2008 and has concurrently worked with Monex Securities since 2007. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations by providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a range of investment strategies that include charting, fundamental and technical analysis, option writing, and short-term trading, often using discretionary authority and technology-assisted portfolio recommendations.

Ross Wegner is a financial advisor at Lifestyle Asset Management, Inc. with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Cetera Advisors and AIG. His roles include serving as an advisory administrative assistant and financial professional within related entities. Lifestyle Asset Management, Inc. provides portfolio management, financial planning, pension consulting, and ERISA plan advisory services to individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm employs a client-specific approach using a diverse mix of investment strategies and serves as a sub-advisor and model provider to other registered investment advisers.

Armando Blancq Cazaux Lozano is a financial advisor at MMBG Investment Advisors Co. in Houston, TX, holding a Series 65 designation with one year of industry experience. He previously worked at Banco Santander International for 12 years. MMBG Investment Advisors Co. provides discretionary investment management and limited financial planning to individuals, businesses, and institutional investors, managing approximately $2.46 billion in assets. The firm employs a global investment approach combining macro analysis and fundamental security selection, with portfolios tailored to client objectives and including equity and fixed-income holdings.

Michael Wegner is a financial advisor with Lifestyle Asset Management, Inc. in Friendswood, TX, holding a Series 63 credential and bringing 39 years of industry experience. He has held roles at several firms including Cetera Advisors LLC, First Allied Securities, and has been with Lifestyle Asset Management since 2016. Outside of advisory work, Wegner serves as president of a homeowners association and as treasurer for a nonprofit organization. Lifestyle Asset Management, Inc. advises a range of clients including individuals, retirement plans, trusts, and charitable organizations, overseeing approximately $571 million in discretionary assets. The firm customizes portfolios based on client objectives and risk tolerance, employing a blend of fundamental, technical, and cyclical analysis, and provides both discretionary and non-discretionary management alongside pension consulting and sub-advisory services.

Jake Walton is a financial advisor at Americana Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Syntal Capital Partners, LLC and Axa Advisors, LLC. Outside of his advisory role, he manages a sole-proprietorship focused on property management. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.