Victor Manuel De La Rosa II

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.

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.

John Navidomskis IV is the sole advisor at John Navin Navidomskis IV, an investment management firm based in El Paso, TX. He holds Series 63 and Series 65 licenses and has five years of experience in the financial industry. Outside of advising, he is a math instructor at El Paso Community College and serves as president of Star Fireworks, Inc., a retail fireworks business. The firm provides portfolio management and financial planning primarily to individual clients, focusing on long-term ownership and income-oriented investments. It manages approximately $3.2 million on a non-discretionary basis and works directly with clients to develop tailored investment strategies.

Jonathan Lopez is a financial advisor with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at LPL Financial, Securities America, and CETERA Advisor Networks. He serves on the board of the local chapter of the Fellowship of Christian Athletes. Truvize Financial Planning serves individuals, including high-net-worth and high-income earners, as well as pension and profit-sharing plans and certain broker-dealer customers. The firm provides portfolio management, tiered financial planning, and pension consulting, using individualized Investment Policy Statements and a long-term trading approach grounded in fundamental analysis and modern portfolio theory.

Susan Guerra is a financial advisor at Guerra Investment Advisors in El Paso, TX, with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Silver Oak Securities, Inc. and Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, foundations, trusts, and corporate clients, offering fee-for-service financial planning and discretionary portfolio management. The firm employs an active, model-based investment approach across diversified portfolios while also providing long-term buy-and-hold options and non-discretionary planning.