Jon Sonnen

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.

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.

Thomas Finser is a Series 65-licensed financial advisor with nine years of industry experience. He has been with Cimarron Capital Management, LLC since 2016 and previously worked at LTV Partners, LLC from 2010 to 2016. Cimarron Capital Management provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing primarily on small-cap value investments. The firm uses fundamental analysis and a long-term trading approach, tailoring asset allocation and security selection to each client’s goals and risk tolerance.