Gilbert Serna

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 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® and holds a Series 66 license with 10 years of industry experience. He is the principal advisor at Pecusavvy Financial, an independent firm he founded in 2026. Prior to starting his own practice, Lopez worked at Morgan Stanley for seven years and Waddell & Reed for four years. He serves as a board member of the El Paso Estate Planning Council, supporting chapter growth and recruitment. Pecusavvy Financial provides wealth management, discretionary investment management, and financial planning services to individuals, high-net-worth clients, and retirement plan sponsors. The firm emphasizes a long-term investment approach based on fundamental analysis, utilizing low-cost mutual funds and ETFs, and offers specialized 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.