Gilbert Adan Cortez

Thomas Herbert is a financial advisor with Retirement Resources Wealth Management, LP in El Paso, TX. He holds a Series 65 designation and has 19 years of industry experience. He has been with Retirement Resources Wealth Management since 2004. Retirement Resources Wealth Management, LP provides personalized, fee-only financial planning and investment management to individuals, trusts, estates, charitable organizations, and small businesses. The firm emphasizes a core-and-satellite asset allocation using exchange-traded and passively managed funds with selective active management, and it offers flexible engagement options without firmwide account minimums.

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 financial advisor with four years of industry experience. He is currently the sole advisor at White Sands Family Office LLC in El Paso, TX, where he has worked since 2025. Prior to this, he held roles at Skytex Mexico, Produccion Espiral, Financiera Fortaleza SA de CV SOFOM ENR, and Virtus Family Office, LLC. White Sands Family Office is an independent investment adviser that offers asset management and financial planning services to individuals, high-net-worth clients, and other advisers. The firm emphasizes fundamental analysis and long-term strategies while providing solicitor services to refer clients to third-party money managers.

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 11 years of industry experience, currently serving as the sole advisor at PECUSAVVY Financial in El Paso, TX. His prior experience includes seven years at Morgan Stanley and four years at Waddell & Reed, Inc. He is a board member of the El Paso Estate Planning Council, where he contributes to member outreach and chapter growth. PECUSAVVY Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm’s approach emphasizes long-term, fundamental analysis-based portfolios primarily composed of low-cost mutual funds and ETFs, complemented by pension consulting and retirement plan advisory services.

Thomas Finser is the sole advisor at Cimarron Capital Management, LLC in El Paso, TX, holding a Series 65 designation with 10 years of industry experience. He has been with Cimarron Capital Management since its founding in 2016. Cimarron Capital Management provides investment advisory and ongoing portfolio management services to individual and high-net-worth clients, emphasizing small-cap value investments. The firm employs fundamental analysis and a long-term trading approach, managing accounts on a discretionary basis and tailoring strategies to each client’s goals, risk tolerance, and time horizon.