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.

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.

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.

Andrew Harris is a financial advisor with Truvize Financial Planning in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at LPL Financial, Securities America, Cetera Advisors, and Investors Capital Corp. He has a minority ownership interest in Glide Scooter Sharing, Inc., a business currently liquidating its assets. Truvize Financial Planning serves individuals—including high-net-worth and high-income earners—pension and profit-sharing plans, and certain broker-dealer clients. The firm provides portfolio management and tiered financial planning based on individualized Investment Policy Statements, using fundamental analysis, modern portfolio theory, and a long-term trading approach.

Gilbert Cortez is a financial advisor with Cortez Wealth Management in El Paso, TX, holding a Series 66 designation and 18 years of industry experience. His prior experience includes roles at Securities America, Cetera Advisors, and Investors Capital Corporation. In addition to advisory services, he operates an insurance agency specializing in fixed insurance products. Cortez Wealth Management serves individual and high-net-worth clients as well as pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning facilitation. The firm employs fundamental analysis, modern portfolio theory, and technical analysis to guide asset allocation and security selection, offering both discretionary management and access to third-party platforms.

Miguel Angel Gomez Garcia (Miguel Gomez), CFP®, EA was born in Mexico City and has lived in El Paso, Texas since 2007. Miguel Gomez founded Sophronia with his partners in 2024 after 14 years as an advisor at one of El Paso's largest wealth management firms. Today, with over 16 years of experience, Miguel enjoys serving a clientele of (mainly) Latino professionals and business owners through sensible and prudent wealth management. Miguel enjoys weight-lifting and reading non-fiction books, as well as traveling and hiking with his wife and children. Miguel has a growing collection of pre-1900 books and also enjoys baking and building LEGO sets.

Ruben Guerra is the sole advisor at Guerra Investment Advisors in El Paso, TX, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been associated with Silver Oak Securities, Inc. since 2008 and operates the Reuben E. Guerra Company. Guerra Investment Advisors serves individual households, including non-high-net-worth and some accredited investors, as well as foundations, trusts, and corporate clients. The firm provides fee-for-service financial planning and discretionary portfolio management, utilizing active, model-based strategies alongside long-term buy-and-hold options.

David Prilliman is a financial advisor at Professional Investment Counsel, Inc. in El Paso, TX, holding a Series 65 designation and bringing 13 years of industry experience. He has been with Professional Investment Counsel since 1992. Professional Investment Counsel provides portfolio management and ongoing advice focused on stocks and fixed-income securities for individuals, trusts, IRAs, foundations, endowments, and pension plans. The firm uses a top-down macroeconomic approach with in-house analysis to select primarily large, dividend-paying U.S. equities and high-grade fixed-income instruments, managing mostly discretionary accounts with a low turnover strategy.

Federico Vielledent is a financial advisor at Mexus Wealth Management with a Series 65 designation and one year of industry experience. He has worked at Mexus Advisory L.L.C. since 2024 and has been involved with several related firms since 2014. Outside of his advisory role, Vielledent is a licensed attorney and co-owner of El Paso Obamacare, LLC, which places ACA marketplace health insurance policies in El Paso, Texas. Mexus Wealth Management provides portfolio management and investment policy development primarily for high-net-worth individuals, employing a blend of cyclical and fundamental analysis alongside modern portfolio theory. The firm offers both discretionary and non-discretionary services across a range of investment vehicles and maintains close affiliations with legal and insurance businesses.

Sandip Gokhale is a CFA® charterholder and holds a Series 65 license with 13 years of industry experience. He has been with Iron Oak Capital Management, LLC since 2014. Iron Oak Capital Management serves individuals, trusts, estates, charitable organizations, and business entities, providing portfolio management, financial planning, and consulting. The firm manages about $13 million on a discretionary basis and uses a combination of fundamental, technical, and cyclical analysis to construct portfolios with ETFs, mutual funds, individual stocks, and bonds.

Cynthia Fields is a financial advisor at Lauterbach Financial Advisors, LLC with 17 years of industry experience. She holds a Series 65 designation and has been with Lauterbach Financial Advisors since 1999. In addition to her advisory role, she is a partner and accountant at the CPA firm Lauterbach Borschow & Co, P.C., where she has worked since 1981. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering a range of financial planning services. The firm follows a Modern Portfolio Theory-based approach, emphasizing broadly diversified, largely passive portfolios implemented primarily with no-load mutual funds and index-oriented funds.

Suzanne Lindau is a financial advisor at Lauterbach Financial Advisors, LLC in El Paso, TX, holding the PFS™ designation and Series 65 license with 15 years of industry experience. She has been with Lauterbach Financial Advisors since 2007. Lauterbach Financial Advisors manages investment portfolios for individuals, trusts, retirement plans, nonprofits, and small businesses, offering financial planning services including tax, estate, and retirement plan design. The firm employs a Modern Portfolio Theory approach with diversified, largely passive portfolios and utilizes third-party managers for certain fixed-income and securities management.

Daniel Sonnen is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. He has been with Lauterbach Financial Advisors, LLC since 2017 and previously worked at The Milestone Group, Inc. for one year. Lauterbach Financial Advisors, LLC manages investment portfolios for individuals, trusts, retirement plans, not-for-profits, and small businesses, offering financial planning services across a range of areas including tax, estate, and retirement plan design. The firm employs a Modern Portfolio Theory-based approach emphasizing diversified, passive asset-class portfolios and utilizes third-party managers for fixed income and certain securities management.