John Pessarra is a financial advisor at Encompass Advisory Services, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Encompass, he worked at Lakewood Capital Management, Inc. for 16 years and has been involved with ZB Products, LP since 2019 as Director of Production and Strategic Sales Manager at Zoombang, a company that produces protective performance undergarments for professional sports leagues. Encompass Advisory Services is a team-based registered investment adviser serving individuals, business entities, retirement plans, trusts, and charitable organizations. The firm provides financial planning, investment and wealth management, and estate-document facilitation, utilizing both discretionary and non-discretionary portfolio management with allocations across mutual funds, ETFs, individual securities, and private placements.

Chase Robertson is a financial advisor at Robertson Investment Management with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Securities America, Inc. and Network 1 Financial Securities, Inc. Outside of his advisory role, he serves as president of a homeowners association and is a member of the board of directors for an oil and gas engineering firm. Robertson Investment Management advises individuals, families, trusts, pensions, banks, and corporations, offering portfolio management, financial planning, corporate finance, private placements, and multi-family office services. The firm employs fundamental, technical, and cyclical analysis across various equity strategies and alternatives, managing accounts primarily under discretionary authority and utilizing third-party managers when appropriate.

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 financial advisor at Prota Financial with 17 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Advisors Inc. and JPMorgan Securities LLC. Diaz has been with Prota Financial since 2017. Prota Financial offers discretionary investment management and financial planning services to individuals, high-net-worth clients, and small businesses. The firm employs model-based portfolio management, including Sharia-compliant options, and uses a centralized trading team with a focus on fundamental analysis and 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.

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.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with Early, McClintic & McMillan since 2017 and has worked at Raymond James Financial and its affiliates since 1999. In addition to his advisory role, he is licensed to sell insurance products through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan provides financial planning, portfolio management, pension consulting, and third-party manager selection to individuals, families, retirement plan sponsors, and foundation trustees. The firm combines quantitative and qualitative analysis in its investment process and integrates with the Raymond James RJCS/RJA platform to offer wrap-fee SMA solutions and related services.

John Hunter is a Series 65-licensed financial advisor at Trinity Legacy Partners, LLC in Houston, TX, with seven years of industry experience. Before joining Trinity Legacy Partners in 2018, he worked at Oliver Wyman from 2013 to 2017. He is also the owner of Trinity Legacy Alternative Strategies, LLC, a subsidiary that serves as the general partner for Trinity Legacy Dynamic Options Fund I, LP, an options-based private investment fund. Trinity Legacy Partners is a fee-only, SEC-registered investment adviser that provides discretionary portfolio management, financial planning, and investment consulting to individuals, trusts, estates, corporations, and charitable organizations. The firm manages a wide range of securities and sponsors a private pooled investment vehicle with an options-focused strategy offered to accredited and qualified clients.

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.

Paul Wobbe is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Sovereign Wealth Advisors since 2015 and has been associated with LPL Financial since 2009. Sovereign Wealth Advisors, LLC serves individuals, trusts, retirement plans, and corporate clients by providing portfolio management, financial planning, retirement-plan consulting, and educational seminars. The firm uses a combination of fundamental and technical analysis for investment decisions and offers a broad range of services, including sponsored advisory programs and third-party manager platforms.

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.

Ian Mcclintic is a CFP® professional with 13 years of experience, currently serving as an advisor at Early McClintic & McMillan, LLC since 2017. He has a background that includes roles at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. Mcclintic is also licensed to sell insurance through unaffiliated companies, receiving commission-based compensation for that activity. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, and pension consulting. The firm employs a combination of quantitative and qualitative analysis to tailor investment strategies and utilizes third-party managers and model portfolios, managing approximately $570 million across about 632 client relationships.

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.

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.

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.

Anthony Ackerman is a financial advisor with United Advisors America in Sugar Land, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Pyxis Capital, North Star Wealth Management, and The Broughton Investment Group. He also works as an independent contractor offering insurance products to individuals through Alliance America. United Advisors America serves individual investors, particularly those at or near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm employs a Modern Portfolio Theory-based approach, utilizing model portfolios and tailored asset-allocation strategies with a focus on mutual funds, ETFs, and certain exchange-traded products.