Carolyn Mora

Thomas Herbert is a financial advisor at Retirement Resources Wealth Management, LP in El Paso, TX, holding a Series 65 designation with 18 years of industry experience. He has been with the firm since 2004. Retirement Resources Wealth Management serves individual investors, trusts, estates, charitable organizations, and small businesses, offering financial planning, investment management, retirement, and estate planning services. The firm uses a strategic asset-allocation approach combining passive index and exchange-traded funds with selective active management, providing globally diversified portfolios managed under documented investment policy statements.

David Preece is a financial advisor at Rockbound Wealth Management in El Paso, TX, holding a Series 65 designation with 18 years of industry experience. He previously worked at Retirement Resources Wealth Management, LP for 10 years before founding Rockbound in 2018. Outside of his advisory role, he owns Elephant Investment Group, LP, a business involved in buying, developing, and selling residential real estate. Rockbound Wealth Management is an independent, fee-only Registered Investment Adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using core-and-satellite portfolios, combining passive index funds with selective active strategies, and offers both retail and institutional advisory services.

David Weingarten is a Series 65 licensed advisor with four years of industry experience. He is currently the sole advisor at White Sands Family Office LLC and has held prior roles at firms including Virtus Family Office, BTG Pactual Family Office, and Financiera Fortaleza. White Sands Family Office is a newly registered investment adviser that provides asset management and financial planning services to individuals, high-net-worth clients, and other advisers. The firm emphasizes fundamental analysis and a long-term investment strategy, offering both discretionary and non-discretionary account management, as well as solicitor services to refer clients to third-party money managers.

Kraig Carpenter is a financial advisor at El Camino Real Financial Advisors with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Charter Communications from 2016 to 2020. Carpenter is also a licensed insurance agent involved in life insurance sales. El Camino Real Financial Advisors is a single-advisor independent firm serving individuals and small businesses with investment management, retirement and financial planning, and insurance products. The firm primarily manages client accounts on a non-discretionary basis and combines portfolio management with insurance sales, employing a strategic, multi-step planning process that coordinates third-party managers when appropriate.

Jason Beaver is the sole advisor at J Beaver Investment Advisors Inc in El Paso, TX, holding a Series 65 designation with 19 years of industry experience. He has worked at The Ruben E. Guerra Company, LLC since 2006 and founded his own firm in 2020. J Beaver Investment Advisors serves a diverse client base including individual clients, foundations, trusts, corporate accounts, and pension or profit-sharing plans. The firm provides fee-for-service financial planning and investment advice, utilizing model-driven investment management with options for discretionary or non-discretionary services, and offers specialized pension consulting and qualified plan subaccount analysis.

Benjamin Lopez is a CFP® with 10 years of experience in financial services. He is the sole advisor at Pecusavvy Financial, LLC and has prior experience at Morgan Stanley Private Bank and Waddell & Reed, Inc. Lopez serves as a board member of the El Paso Estate Planning Council. Pecusavvy Financial, LLC provides discretionary investment management, wealth management, and comprehensive financial planning to individuals, high-net-worth clients, and retirement plans. The firm’s investment approach focuses on fundamental analysis and long-term strategies using low-cost, diversified mutual funds and ETFs, with specialized pension consulting and retirement-plan advisory services.