Lotte Optekamp is a financial advisor with Lifestyle Asset Management, Inc. and holds a Series 63 credential. She has 26 years of industry experience and has been with Lifestyle Asset Management since 2011. Outside of her advisory role, she is a licensed insurance agent who occasionally offers insurance products to clients. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm employs a client-specific approach using a variety of investment strategies and serves both its own clients and other registered investment advisers as a sub-advisor and model provider.

Brian Everett is a CFP® professional with over 42 years of experience in financial planning and asset management. He is currently with Lifestyle Asset Management, Inc. and has held roles at firms including Cetera and First Allied Advisory Services. In addition to his advisory work, he serves as a trustee for family living trusts and is involved with Everett Financial Group, where he provides financial planning and consulting services. Lifestyle Asset Management, Inc. advises a broad range of clients, including individuals, retirement plans, and charitable organizations, with approximately $571 million in discretionary assets under management. The firm offers tailored portfolio management and financial planning services, utilizing fundamental, technical, and cyclical analysis, and serves as a sub-advisor and model provider to other registered investment advisers.

I'm a former process research engineer - B.S. University of Louisiana at Lafayette, M.S. and Ph.D. in chemical engineering from the University of Texas at Austin. Upon graduating I joined Dow Chemical and had a productive 12-year career obtaining numerous patents and helping commercialize several products and processes. I enjoyed my Dow career, but there was something I enjoyed more. When Covid stopped the world, I re-evaluated my options and chose to pursue a passion. In 2022, I left a promising career at Dow to enroll in the CERTIFIED FINANCIAL PLANNER™ education program at Rice University. In April 2023, I launched Scientific Financial. I apply a scientific mindset and don't mindlessly accept doing things the "way they've always been done". I challenge the status quo and seek to do things better. Critical thinking has helped technology and the world move forward in the past decades. Financial planning should move forward too.

Jesus Pompa is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with Lifestyle Asset Management, Inc. He has held advisory roles at multiple firms, including Avantax and Everett Financial Group, and has experience managing insurance services as well. Outside of advising, Pompa participates as an executive producer and agent on a recurring radio show. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets. The firm offers customized portfolio management and financial planning, utilizing fundamental, technical, and cyclical analysis across a variety of investment vehicles, and provides sub-advisory services and proprietary and third-party model portfolios to other registered investment advisers.

Steven Stock is a financial advisor with Lifestyle Asset Management, Inc. and holds Series 63 and Series 65 licenses. He has 22 years of industry experience, including prior roles at First Allied Advisory Services and Cetera Advisors. Outside of advising, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and ERISA plan advisory services. The firm employs a client-specific approach that combines fundamental, technical, and cyclical analysis across various investment vehicles and provides sub-advisory and model portfolio services to other registered investment advisers.

Dante Milanesi is a financial advisor at MDT Financial Advisors, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Advisors and Willis Johnson and Associates before joining MDT Financial Advisors. MDT Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, consulting, and fiduciary services. The firm employs a combination of active and passive investment strategies and often manages client assets on a discretionary basis.

Nicholas Renfro is a CFP® and holds a Series 66 license with two years of industry experience. He is currently an advisor at MDT Financial Advisors, LLC and previously worked at Wells Fargo Advisors for five years. Outside of financial advising, he has experience working at the University of Houston and Main St Bistro. MDT Financial Advisors is a registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers wealth and investment management, financial planning, consulting, and fiduciary and non-fiduciary services, employing a combination of active and passive strategies tailored to client objectives.

Glenn Royal is a CFP® professional with 31 years of industry experience, currently serving at RHP Wealth Management. His career includes roles at Royal Harbor Partners, Purshe Kaplan Sterling Investments, Bank of America, and Merrill Lynch. RHP Wealth Management is a five-advisor team managing approximately $345 million in discretionary assets for individuals, trusts, estates, and various organizations. The firm employs a diversified, tax-aware investment approach with multiple model strategies and offers services ranging from discretionary investment management to retirement plan consulting.

Jared Pitts is an advisor at Lifestyle Asset Management, Inc. with two years of industry experience. He has worked at Lifestyle Asset Management since 2023 and has been an independent insurance agent at GIA Insurance Agency since 2011. Lifestyle Asset Management, Inc. serves individuals, retirement plans, trusts, charitable organizations, and other entities, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm offers a client-specific approach using a variety of investment strategies and also provides sub-advisory services and model portfolios to other registered investment advisers.

Morgan Arriaga is a financial advisor at MDT Financial Advisors, LLC with a Series 66 credential and one year of industry experience. Prior to joining MDT, Morgan worked at Wells Fargo Advisors and has a background in education. MDT Financial Advisors serves individuals, pension plans, charitable organizations, and corporations by providing wealth and investment management, financial planning, and fiduciary services. The firm employs a combination of active and passive investment strategies tailored to clients’ objectives and manages approximately $294 million in discretionary assets.

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.

John Moffet is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Hourglass Capital, LLC since 2008, where he is part of a three-advisor team based in Houston, TX. Hourglass Capital, LLC provides discretionary separately managed account investment management and consulting services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs a multi-method investment process utilizing fundamental, technical, and qualitative analysis, and manages portfolios with a variety of strategies including derivatives and borrowing, overseeing approximately $598 million across about 96 client accounts.

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.

Ross Wegner is a financial professional at Lifestyle Asset Management, Inc. with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Cetera Advisors, Lifestyle Financial Advisors, First Allied Securities, and AIG. Wegner is also involved administratively at Lifestyle Asset Management, Inc. in addition to his advisory role. Lifestyle Asset Management, Inc. advises a broad client base including individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets as of December 31, 2025. The firm employs a client-specific investment approach that incorporates fundamental, technical, and cyclical analysis, tailoring portfolios using a diverse range of asset types, with regular monitoring and rebalancing, and offers services including portfolio management, financial planning, pension consulting, and sub-advisory arrangements.

Michael Wegner is a financial advisor at Lifestyle Asset Management, Inc. with 39 years of industry experience. He holds a Series 63 designation and has worked at multiple firms, including First Allied Securities and Cetera Advisors. Wegner serves as president of a homeowners association and is the treasurer of a nonprofit organization, Knights of Momus. Lifestyle Asset Management, Inc. advises individuals, retirement plans, trusts, and charitable organizations, managing approximately $571 million in discretionary assets. The firm provides tailored portfolio management, financial planning, and ERISA plan advisory services, utilizing a mix of individual equities, ETFs, mutual funds, fixed income, alternatives, and third-party models.

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.

David Obenberger is a financial advisor with Geneos Wealth Management, Inc. in Deer Park, TX, holding a Series 66 designation and 21 years of industry experience. He has worked at Geneos Wealth Management since 2007 and at Rockwell Wealth Management since 2013. Outside of advisory work, he is an independent representative with various insurance carriers for fixed products. Geneos Wealth Management serves a diverse client base including individuals, trusts, estates, pension plans, corporations, and charitable organizations through financial planning, investment advisory, and brokerage services. The firm employs multiple analytic approaches and offers customizable portfolios, combining continuous account monitoring with discretionary trading authority.

Joey Martin is a financial advisor at Simplicity Wealth with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Trust Investment Services and GWN Securities Inc. In addition to his advisory role, he operates J Martin Financial Services, focusing on life insurance and fixed indexed annuity products. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and financial firms. The firm employs a fund-of-funds investment approach utilizing ETFs, mutual funds, and individual securities, alongside offering discretionary portfolio management and a third-party asset management platform.

Scott Blackley is a financial advisor at Rossby Financial, LLC with 17 years of industry experience. He holds Series 65 and Series 63 credentials and has worked previously at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of his advisory role, he is involved in charitable activities as a member of the Seabrook Rotary and serves on the board of The Second Wind Foundation, a charity focused on providing books to children worldwide. He also owns and operates insurance and tax planning businesses in the League City, TX area. Rossby Financial offers investment advisory and financial planning services to individuals, charitable organizations, pension and profit-sharing plans, corporations, and other entities. The firm utilizes multiple analytical approaches to tailor diversified portfolios and provides services including discretionary portfolio management, comprehensive financial planning, and retirement consulting, managing approximately $565 million in discretionary assets.