Timothy Garcia Prats is a Series 65-licensed advisor with Financial Synergies in Houston, TX, where he has worked for four years. His prior experience includes roles at Wireless Distributor Networks, LLC, and the University of Houston. Financial Synergies serves a diverse client base including individuals, retirement plans, trusts, and businesses. The firm uses a diversified asset-allocation approach with a focus on long-term holdings and offers both discretionary and non-discretionary investment management alongside written financial planning.

Harrison Mansfield is a financial advisor at Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2026. Prior to joining Catalyst Wealth Management, he held roles at Innovation Partners LLC, Jet Waste Services, and worked in educational settings including Texas A&M University and Blinn College. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm primarily operates through turnkey asset management programs and plan administration, emphasizing a non-discretionary advisory role and using fundamental and technical analysis within a long-term trading approach.

Kamden Kanaly is a CFP® with 12 years of industry experience, currently serving at KDK Private Wealth Management since 2019. His prior experience includes roles at Mercer Global Advisors and Kanaly Trust. He is a co-trustee of several family trusts established by his grandparents and is a managing member of KMBD Investment Partners, LLC, an investment partnership focusing on real estate and oil and gas opportunities. KDK Private Wealth Management serves high-net-worth individuals, family offices, and institutional clients, offering comprehensive wealth management, financial planning, and discretionary investment management. The firm uses a multi-strategy approach with core-satellite portfolio construction and manages private funds and pooled vehicles tailored to sophisticated investors.

Nathan Messier is a Series 66-licensed advisor with Catalyst Wealth Management LLC in Houston, TX. He has one year of industry experience, including roles at Innovation Partners LLC and several prior positions in education and business. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm uses specified turnkey asset management programs and custodial platforms, combining fundamental and technical analysis with a long-term trading approach.

Samuel Bargainer is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has two years of industry experience. His previous roles include working at Innovation Partners LLC and involvement with My Event Angels. Catalyst Wealth Management LLC provides portfolio management and retirement-plan services to individuals, high-net-worth clients, and employer retirement plans, managing approximately $105 million in assets for about 9,549 clients. The firm primarily utilizes turnkey asset management programs and 401(k)/403(b) plan administration, delivering advisory services with a focus on documented client objectives and both fundamental and technical analysis.

Frank Marrone is a CFP® and Series 66-registered financial advisor with 21 years of industry experience. He is currently with RIA Advisors in Houston, TX, where he has worked since 2018, following prior roles at Fieldstone Financial Management Group and RIA Wealth Advisors. He is also an agent with RIA Insurance Agency LLC. RIA Advisors provides fee-based investment management and financial planning to individuals, including high-net-worth clients, and institutional retirement plans. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework and offers additional services such as fiduciary consulting and participant education for ERISA-qualified plan sponsors.

Steven Sigloch Jr. is a financial advisor at TIP Group LLC in Houston, TX, holding a Series 65 designation with one year of industry experience. Prior to joining TIP Group and Fitzpatrick Group in 2025, he worked for ten years at Grocery Services Inc. Outside of his advisory role, he is a silent partner and owner of Sigloch Associates LLC. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities, employing a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions. The firm offers both discretionary and non-discretionary management and maintains fiduciary duties for retirement accounts.

Jonathan Hoyme is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Awaken Wealth Partners LLC. His prior roles include extensive tenure at Thrivent Financial and associated subsidiaries from 2002 to 2026, as well as positions at Purshe Kaplan Sterling Investments. Outside of advisory work, he is a co-owner of an LLC that manages budgeting and bookkeeping activities related to his business operations and is licensed to sell fixed insurance products. Awaken Wealth Partners is an SEC-registered investment adviser serving individuals, high net worth clients, estates, and trusts. The firm offers financial planning, discretionary investment management, and retirement plan advisory, tailoring portfolios primarily through fundamental analysis and a long-term investment approach while utilizing external managers when appropriate.

Chase Robertson is a financial advisor at Robertson Investment Management in Houston, TX, holding Series 63 and Series 65 licenses with nine years of industry experience. His prior roles include positions at Network 1 Financial Securities, Securities America, and Robertson Wealth Management, where he was managing partner. Outside of advising, he serves as president of a local homeowners association and sits on the board of an oil and gas engineering firm. Robertson Investment Management serves a diverse client base ranging from individuals and families to corporations and financial institutions. The firm employs a blend of fundamental, technical, and cyclical analysis across both liquid and illiquid investments, offering services that include portfolio management, financial planning, family office solutions, and access to third-party managers.

Tehrrek Fitzpatrick is a financial advisor with TIP Group LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at TIP Group LLC since 2022 and Ohio National since 2016. Outside of his advisory role, Fitzpatrick is CEO of The Fitzptrick Group LLC, owner of IP Publishing and the book *Balls and Strikes: Rules of the Game Regarding Your 401(k)*, and a partial owner and board member of the technology start-up Pitch 59. TIP Group LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis to guide long-term investment decisions and offers both discretionary and non-discretionary management options.

Fernando Diaz is a Series 66-licensed financial advisor at Prota Financial with 18 years of industry experience. He has worked at firms including Ameriprise Financial Advisors, JPMorgan Securities, Merrill, Chase Investment Services, and Morgan Stanley before joining Prota Financial in 2017. Prota Financial provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management with options including Sharia-compliant portfolios and combines fundamental analysis with Modern Portfolio Theory.

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.

Anthony Sumrall is a financial advisor at Managed Financial Services Corporation, Inc. in Houston, TX, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Managed Financial Services Corporation, Inc. since 2007. Managed Financial Services Corporation, Inc. provides discretionary and non-discretionary portfolio management to individuals, employer-sponsored retirement plans, and institutional clients. The firm focuses on mutual funds and annuity products, applying a committee-driven investment process and tailored asset allocation aligned with clients’ objectives and risk tolerance.

George Williams is a CFP® with 30 years of industry experience, currently serving as an advisor at Precedent Wealth Partners, LLC. Prior to joining Precedent Wealth Partners in 2023, he spent 50 years at Linscomb & Williams. Precedent Wealth Partners is a four-advisor registered investment adviser managing approximately half a billion dollars for about 165 clients. The firm serves individuals, trusts, estates, corporations, and retirement plans, offering a committee-driven investment process that combines active and passive management, third-party managers, and traditional security analysis.

Philip Armes is a financial advisor at Endeavor Advisors, LLC in Houston, TX, with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Northern Trust Bank and Northern Trust Securities, Inc. for eight years, and at J.P. Morgan entities for three years. Outside of his advisory role, he is associated with Sydney Armes Photography, a home-based photography business owned by his spouse. Endeavor Advisors serves individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans with discretionary investment management, family office and wealth management, and standalone financial planning. The firm emphasizes long-term strategies, combining fundamental and technical analysis, and provides a family office–style service model with access to third-party options management and securities-based lending arrangements.

Scott Schwinger is a financial advisor with Ascension Capital Advisors, Inc. He holds a Series 65 credential and has recently joined the firm after a 30-year tenure at McNair Interests, followed by a one-year sabbatical. Based in Houston, TX, he has one year of industry experience. Ascension Capital Advisors serves individuals, retirement plans, charitable organizations, and small businesses by providing portfolio management, retirement plan consulting, financial planning, and private placement consulting. The firm customizes advice to client risk tolerance and objectives, utilizing a range of investment vehicles and offering educational workshops and private placement services.

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.

Trocon Reffell is a CFP® with 19 years of industry experience and has been with Branson Fowlkes & Co Inc since 2010. He holds a Series 66 license and is involved in tax preparation through Affordable Tax Services and Reffell & Toh Tax Services LLP. He also serves on the board of directors for Harris County Municipal Utility District No. 25. Branson, Fowlkes & Company provides investment advisory and financial planning services to individuals, families, trusts, estates, charitable organizations, small- to medium-sized businesses, and pension and profit-sharing plans. The firm employs a multi-level diversification strategy called "D³ The Power of Diversification," combining asset-class allocation with diversification across investment styles and manager selections.

Paul Love is a financial advisor with Saxon Financial Group in Houston, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including prior roles at Raymond James Financial and Asset Allocation Services, LLC. Since 2021, he has also been affiliated with Saxon Interests, Inc. Saxon Financial Group serves individual and high-net-worth clients, trusts, estates, businesses, and retirement plans, offering investment management, financial planning, and retirement-plan advisory services. The firm constructs model-based and customized portfolios with a long-term focus, using a variety of investment vehicles and fundamental and cyclical analysis.