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.

Daniel Mcmillan is a financial advisor with Early McClintic & McMillan, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has worked at Early, McClintic & McMillan since 2017 and previously spent 18 years with Raymond James Financial and its affiliated firm. In addition to advisory services, he is licensed to sell insurance through unaffiliated companies and receives commission-based compensation from 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’s investment approach combines quantitative and qualitative analysis with strategic asset allocation and uses the Raymond James platform to offer wrap-fee separately managed accounts 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 14 years of industry experience, currently serving at Early McClintic & McMillan, LLC since 2017. Prior to this, he worked at Raymond James Financial Services Advisors and Raymond James Financial Services, Inc. He is licensed to sell insurance through unaffiliated companies and receives commission-based compensation for insurance product sales. Early McClintic & McMillan provides financial planning and portfolio management services to individuals, families, retirement plan sponsors, and foundation trustees. The firm integrates quantitative and qualitative analysis with strategic asset allocation and offers separately managed accounts and 401(k) advisory services through its partnership with Raymond James.

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 experience in financial advisory roles. He has worked at Life Line Wealth Management since 2018 and previously at New Territory Advisors. Outside of his advisory work, Stephens manages special purpose investment vehicles through LifeLine Torch Management LLC. Life Line Wealth Management is a small advisory team managing approximately $558 million in assets, primarily serving individual clients, trusts, and privately held businesses. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, typically utilizing ETFs alongside other asset classes tailored to client-specific risk and goals.

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.

Frank Sarubbi is a financial advisor with Sovereign Wealth Advisors LLC in Houston, TX, holding a Series 66 designation and bringing 26 years of industry experience. His career includes roles at LPL Financial, First MidAmerica Investment Corporation, Morgan Stanley DW Inc., and Merrill. He has been with Sovereign Wealth Advisors since 2015. Sovereign Wealth Advisors LLC provides investment advisory and financial planning services to individuals, trusts, retirement plans, and other entities, managing portfolios that include ETFs, mutual funds, equities, and fixed-income securities. The firm employs multiple analytical methods and offers services through both direct management and sponsored programs, with account reviews conducted at least quarterly.

Alan Birsinger is a financial advisor with Wealth Management Group, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as over two decades at Invesco. Outside of advisory work, he serves as executor for family trusts and estates and works as an independent agent for life and health insurance sales. Wealth Management Group, Inc. provides advisory services to individuals, including high net worth clients, and institutional clients such as pension plans and charities. The firm offers financial planning, discretionary investment management, retirement plan consulting, and investment research, employing multiple investment strategies and a diverse range of investment vehicles.

Tavis Parkerson Jr. is a financial advisor at Oak Harvest Investment Services in Houston, TX, with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at Oak Harvest Investment Services and Newedge Securities Inc., among other firms. Oak Harvest Investment Services is a team advisory firm serving individuals, families, high-net-worth clients, and retirement plan sponsors with portfolio management, financial planning, and consulting services. The firm manages client accounts on a discretionary basis, employing fundamental, technical, and value/cyclical analysis, and offers educational seminars and community-college courses as part of its investor education efforts.

Anthony Ackerman is a financial advisor with United Advisors America, holding Series 63 and Series 65 licenses and having 14 years of industry experience. His prior work includes roles at North Star Wealth Management, The Broughton Investment Group, and Futurity First. He also works as an independent contractor offering insurance products. United Advisors America serves individual investors, particularly those near retirement, as well as pension and profit-sharing plans, providing investment management and financial planning. The firm uses a Modern Portfolio Theory-based approach with model portfolios, regular reviews, and offers exposure to mutual funds, ETFs, and digital currency products.

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 at ICON Wealth Partners with five years of industry experience. She holds the Series 65 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. and MFS Investment Firm. 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 employs a primarily long-term investment approach that combines fundamental and technical analysis, utilizing low-cost ETFs and customized allocations tailored to each client’s goals and risk tolerance.

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.

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.