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 63 and Series 66 credentials with 25 years of industry experience. His prior roles include positions at Intercam Advisor, Inc., IXE Securities, LLC, and Banorte Securities International. He is also affiliated with Bulltick Insurance Agency, where he serves as an insurance agent. 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 investment approach and manages affiliated private funds with a focus on U.S. real estate investments.

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. based in Houston, TX, holding Series 63 and Series 65 registrations and having 10 years of industry experience. He has worked at Monex Securities, Inc. since 2018 and Monex Asset Management, Inc. since 2017, with prior roles at 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. Monex Asset Management provides portfolio management and investment consulting services to individuals, corporations, trusts, estates, and charitable organizations. The firm employs a variety of investment strategies including fundamental and technical analysis, and utilizes sub-advisory relationships and technology platforms to support client portfolios.

Diego Carus Garrido is a CFP® professional with four years of industry experience, currently serving at Monex Asset Management, Inc. He previously worked at Capgor SAPI de CV and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., and has academic experience from Universidad Anahuac Mexico. He is also a partner with limited involvement in DATTA CONSULTORES EN TECNOLOGICA, a technology-focused investment-related firm in Mexico City. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm uses a variety of analytical methods and strategies and incorporates technology partnerships to support portfolio recommendations and account consolidation.

Alfonso Lopez Portillo Martinez is a financial advisor with Monex Asset Management, Inc. based in Houston, TX. He holds Series 63 and Series 66 credentials and has 11 years of industry experience. His career includes roles at Monex Securities, Inc. from 2015 to the present. Monex Asset Management serves individuals—including high-net-worth clients—as well as corporations, trusts, estates, and charitable organizations. The firm uses a combination of charting, fundamental and technical analysis across various investment strategies, and offers discretionary and non-discretionary portfolio management and consulting services.

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 63 and Series 65 licenses and four years of industry experience. Prior to joining Wealth Management Group in 2023, he worked at Park Avenue Securities and Guardian Life Insurance Company from 2021 to 2023, and previously spent 21 years at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and operates as an independent agent for life and health insurance sales. Wealth Management Group provides advisory services to individuals, including high net worth clients, as well as institutional clients such as pension plans and charities. The firm employs multiple investment strategies and offers financial planning, discretionary management, retirement plan consulting, and access to a broad range of complex investment vehicles.

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 professional with six years of industry experience, currently practicing with Lifestyle Wealth. He holds Series 63 and Series 65 licenses and has previously worked with firms including Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner also serves as an administrative assistant at Lifestyle Asset Management Inc. Lifestyle Wealth serves a diverse client base including individuals, high-net-worth clients, retirement plans, trusts, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services, employing a range of investment strategies that incorporate fundamental, technical, and cyclical analysis.

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 Wealth, holding a Series 63 designation and over 39 years of industry experience. He has held roles at various firms including First Allied Securities, Cetera Advisors LLC, and Everett Financial Group. Outside of his advisory work, he serves as the treasurer for the nonprofit Knights of Momus and is the president of a homeowners association in Houston, TX. Lifestyle Wealth serves individuals, high-net-worth clients, retirement plans, trusts, corporations, and other registered investment advisers with discretionary and non-discretionary portfolio management, financial planning, pension consulting, and sub-advisory services. The firm personalizes portfolios based on client suitability and employs a range of investment strategies, also acting as a model and signal provider to other advisers.

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.

Cesar Olivares is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at LPL Financial and SWBC Investment Company. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and corporations through a national network of independent representatives. The firm offers customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and may utilize third-party managers or wrap programs as part of its investment approach.

Peter Nett is a CFP® professional with 23 years of industry experience. He is currently with Hilltop Securities Inc., where he has worked since 2022, following a 17-year tenure at Ameriprise Financial Services, Inc. He holds the Series 66 license and is based in The Woodlands, TX. Hilltop Securities Inc. provides brokerage, execution, clearing, custody, investment advisory, and retirement-plan consulting services to a diverse client base including individuals, corporations, nonprofits, and institutions. The firm operates an open-architecture platform offering a variety of adviser-managed and model-based programs, with distinctive features such as municipal bond strategies co-advised by Franklin Templeton and custody capabilities uncommon among enterprise advisers.