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.

Thomas Mott is a Series 65-licensed advisor at Analog Capital Partners LLC in Houston, TX, with four years of industry experience. He has been with Analog Capital Partners since 2022 and is also involved in real estate investing and syndication. Analog Capital Partners provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches to build customized portfolios and also serves as a subadviser to other investment advisers.

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.

Aaron Stephens is a CFA® charterholder with eight years of industry experience. He currently works at Life Line Wealth Management LLC in Houston, TX, where he has been employed since 2018. Prior to that, he worked at New Territory Advisors and Factory Capital, LLC. He is also the manager of LifeLine Torch Management LLC, which oversees special purpose investment vehicles. Life Line Wealth Management is a small advisory team managing approximately $557.6 million in assets, serving individual clients, trusts, and privately held small businesses. The firm focuses on passive, asset-allocation strategies using mainly ETFs while customizing portfolios to client needs and employing discretionary investment management with ongoing monitoring and annual reviews.

Paul Love is a financial advisor at Saxon Financial Group in Houston, TX, with 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Raymond James Financial and Asset Allocation Services, LLC. Saxon Financial Group manages approximately $616 million in assets through a team of 12 advisors, serving individuals, trusts, estates, businesses, and retirement plans. The firm offers investment management, financial planning, and retirement-plan advisory services, utilizing model portfolios with a range of investment types and a research process based on fundamental and cyclical analysis.

Frank Sarubbi is a financial advisor at Sovereign Wealth Advisors LLC in Houston, TX, with 26 years of industry experience. He holds the Series 66 designation and has worked at Sovereign Wealth Advisors since 2015 and LPL Financial since 2007. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, trusts, retirement plans, and other entities. The firm offers comprehensive portfolio management, written financial plans, retirement plan consulting, and educational seminars, using a mix of analytical methods and discretionary authority where granted.

Tavis Parkerson Jr. is a financial advisor with Oak Harvest Investment Services in Houston, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Oak Harvest and NewEdge Advisors in various capacities since 2022 and previously was employed at Rethink Wealth and Guardian Life Insurance Company. Oak Harvest Investment Services provides portfolio management, financial planning, and consulting services to individuals, families, and high-net-worth clients, along with retirement plan sponsor services. The firm manages both discretionary and non-discretionary accounts, serves as adviser to an open-end mutual fund, and integrates financial planning into its investment process using a range of securities and strategies.

John Parlapiano is a CFP® and holds a Series 65 license with 18 years of industry experience. He has been with Franklin, Parlapiano, Turner & Welch LLC since 2013. Franklin, Parlapiano, Turner & Welch LLC advises high-net-worth individuals, trusts, and estates, offering fee-only asset management and comprehensive financial planning through its Managed Account Program. The firm uses a structured client intake process and applies fundamental analysis to select investments across several model allocations, managing approximately $811 million in discretionary assets.

Rachel Mc Coll is a financial advisor with ICON Wealth Partners in Houston, Texas, holding Series 65 and Series 63 licenses and five years of industry experience. She previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm before joining ICON Wealth Partners. ICON Wealth Advisors provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and ERISA plans. The firm emphasizes long-term investment strategies using low-cost ETFs and combines fundamental and technical analysis in its model portfolios.

Mark Radulovich is a financial advisor with Prota Financial, holding a Series 66 designation and 12 years of industry experience. He has been with Prota Financial since 2016. Outside of his advisory role, he is a co-founder of Capital 148, a software company. Prota Financial provides discretionary investment management and financial planning to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including conventional and Sharia-compliant options, and uses fundamental analysis alongside Modern Portfolio Theory.

Scott Hansen is a financial advisor with Encompass Advisory Services, LLC in Katy, TX, holding Series 66 and Series 65 credentials and 22 years of industry experience. Prior to joining Encompass in 2022, he was with Allstate Insurance Company for seven years. Hansen is also involved in small business consulting and operates as an independent insurance agent, focusing on life insurance and long-term care products. Encompass Advisory Services is a team-based registered investment adviser serving individuals, businesses, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation through a third-party platform, with portfolios constructed using mutual funds, ETFs, individual securities, and, when appropriate, private placements.

Grant Williams is a CFP® professional with nine years of experience in the financial industry. He has worked at Precedent Wealth Partners since 2023 and previously spent five years at Linscomb & Williams Inc. Prior to his financial advisory career, he worked at Wilco Staffing. Precedent Wealth Partners provides portfolio management, financial and wealth planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, and employer-sponsored plans. The firm combines active and passive management with multiple analysis methods and offers client education programs and held-away plan management.

Joi Murphy is a financial advisor at Managed Financial Services Corp Inc in Houston, TX, holding a Series 63 designation with 27 years of industry experience. She has been with Managed Financial Services, Inc. since 1999. 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, using a formal, committee-driven manager selection and monitoring process tailored to client objectives and risk tolerance.

Jennifer Barron is a financial advisor at Adell, Harriman & Carpenter with 29 years of industry experience. She has previously worked at Eaton Vance Management and American Century Investment Services. Barron holds the Series 63 and Series 66 designations. Adell, Harriman & Carpenter provides customized investment management and financial planning primarily to high-net-worth individuals and related entities. The firm manages assets on a discretionary basis using individual equities, investment-grade bonds, and ETFs, with investment decisions overseen by an internal Investment Committee.

Russell Gebhard is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Sovereign Wealth Advisors since 2015 and has also worked with LPL Financial since 2005. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm employs a range of investment strategies and utilizes both proprietary and third-party manager programs to meet client needs.

Lawrence Maddox is a CFP® professional with 26 years of industry experience, currently serving at Horizon Wealth Advisors in Houston, TX. He has been with Horizon Advisors, LLC since 1999 and previously worked at Maddox, Thomson & Associates, P.C. from 1985 to 2021. Horizon Wealth Advisors is an independent, fee-only firm that provides comprehensive financial planning and discretionary portfolio management. The firm serves individuals, trusts, pension plans, and other entities, focusing on clients with substantial investable assets through diversified portfolios and ongoing account monitoring.

Tomiko Arthur is a financial advisor at Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. Her prior roles include positions at Americana Partners, LLC, Mariner Wealth Advisors, Robert Baird & Co., Mercer Global Advisors Inc., and Kanaly Trust. Sovereign Wealth Advisors serves individuals, trusts, retirement plans, and corporate clients, offering portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis and provides a broad range of services including discretionary portfolio management and access to sponsored advisory programs and third-party manager platforms.

Pedro Gonzalez is a financial advisor at GBM Wealth Management, Inc. in Houston, TX, holding Series 65 and Series 63 licenses with three years of industry experience. His work background includes roles at GBM International, Inc. and Mediterranean International Group, Ltd., as well as teaching at the University of Houston. GBM Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, corporations, investment companies, and select institutional clients, offering customized portfolios with strategies ranging from conservative to aggressive, including ETF-focused and quantitative approaches.

Brett Gonzalez is an advisor at Doliver Advisors, L.P. with a Series 65 credential and no prior industry experience. His work background includes roles at Truvo Digital LLC and Charles Schwab & Co. Inc., as well as positions outside of the financial industry, including at Links Golf Club and SugarSneaks. Doliver Advisors, L.P. serves individual and high-net-worth investors along with pooled investment vehicles, qualified settlement funds, and employer-sponsored plans. The firm employs quantitative, statistically driven models and a proprietary automated trading platform, offering various investment strategies including long/short ETF, focused equity, and microcap approaches, supported by risk-management tools such as options and selective short positions.

Adrian Gonzalez Villarreal is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and 14 years of industry experience. His prior work experience includes roles at Actinver Securities, Actinver Wealth, EFM Capital, and Morgan Stanley. Outside of advising, he has been involved as a business consultant for a skin care distribution company that is in the process of closing. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, and charitable organizations. The firm employs a disciplined, global approach to asset allocation, utilizing quantitative analysis, technical charting, and an in-house trading desk to support various investment styles.