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. He holds a Series 65 designation and has been in the industry since 2025. Prior to his advisory role, he spent ten years with Grocery Services Inc. Outside of his advisory work, Sigloch is a silent partner in Sigloch Associates LLC, a non-investment-related business. 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 investment decisions and offers both discretionary and non-discretionary management.

Cody Bauer is a financial advisor with WESTPARK WEALTH Advisors, Inc. He holds Series 63 and Series 65 credentials and has 19 years of industry experience. His prior work includes roles at Calton & Associates, Inc., Ims Financial Advisors, Inc., and Ims Securities, Inc. Outside of advisory services, he serves as a director for the Winnie Area Chamber of Commerce and owns Bauer's Texas Financial LP, a financial services business. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a variety of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers, managing approximately $229.3 million in assets as of December 31, 2024.

Leonard Claus is a financial advisor at Westpark Wealth Advisors, Inc. in Houston, TX, with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Calton & Associates, Inc. and IMS Securities, Inc. Outside of his advisory role, he serves as President and Chairman of the Board for the Alternate Health Decisions Foundation, a nonprofit focused on educating about disease management through diet. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and offers portfolio management through wrap-fee programs and third-party money managers, managing approximately $229.3 million in assets as of December 31, 2024.

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 licenses and bringing 39 years of industry experience. He has worked with Raymond James Financial and Raymond James Financial Services since 1999 and joined Early, McClintic & McMillan, LLP in 2017. Outside of his advisory role, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for these sales. Early McClintic & McMillan, LLC serves individuals, families, high-net-worth clients, retirement plan sponsors, and foundation trustees, offering portfolio management, financial planning, pension consulting, and adviser selection. The firm employs a combination of quantitative and qualitative analysis for asset allocation and uses third-party managers and model portfolios, managing roughly $570 million across about 632 client relationships.

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.