Inaki Suarez Salinas is a financial advisor at Monex Asset Management, Inc. with eight years of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a range of investment strategies including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Victor Joffe is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Monex Asset Management since 2015 and also worked at Monex Securities, Inc. during overlapping periods. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to implement a range of investment strategies across various asset classes and supports both domestic and international clients.

Luis Osawa Guerrero is a Series 66-licensed financial advisor at Monex Asset Management, Inc. in Houston, TX, with five years of industry experience. He has been with Monex Asset Management since 2022 and previously worked at Monex Securities and the University of St Thomas. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies and relies on sub-advisory and technology partnerships to support its services.

Oscar Flores is a financial advisor with Monex Asset Management, Inc. in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been with Monex since 2015. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to implement a range of investment strategies from long-term holdings to short-term trading and option writing.

Francisco Malfavon is a financial advisor at Monex Asset Management, Inc. with 18 years of industry experience. He holds the Series 66 designation and has worked at Monex Asset Management since 2017. His prior experience includes roles at Snowden Lane Partners, Wells Fargo Clearing Services, Wells Fargo Advisors, and Wells Fargo Bank. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad set of products and supports both domestic and international client relationships.

Emilio Soto is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding Series 63 and Series 65 licenses with four years of industry experience. His career includes multiple roles within Monex Securities and Monex Asset Management since 2019. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a mix of charting, fundamental, and technical analysis across various strategies and utilizes sub-advisory relationships and technology platforms to support client portfolios.

Miguel Maisterra Silva is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 license and two years of industry experience. He has worked at Monex Securities Inc. and Banorte Asset Management, Inc., among other roles. Outside of finance, he is a golf coach and owner of a golf lessons business. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a combination of charting, fundamental, and technical analysis and offers a range of strategies from long-term holdings to short-term trading and option writing.

Edgar Lesser is a financial advisor at Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation with three years of industry experience. His career includes roles at Monex Securities, Inc. and Citibanamex, as well as a prior position at Universidad Iberoamericana. Monex Asset Management offers discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to manage a broad range of investment products and strategies.

Rodolfo Ruiz Pares is a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 15 years of industry experience. He holds a Series 66 designation and has worked at Monex Asset Management since 2010 and Monex Securities from 2010 to 2018 and again from 2018 to the present. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to a diverse client base, including individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a blend of fundamental, technical, and charting analysis across a broad range of investment products and strategies.

Bernardo Hubard is an advisor at Monex Asset Management, Inc. with 20 years of industry experience. He holds Series 66 and Series 63 licenses. His prior roles include positions at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of strategies ranging from long-term holdings to short-term trading and utilizes both fundamental and technical analysis.

Cristina Eddy is a financial advisor at Monex Asset Management, Inc. in San Diego, CA, holding a Series 66 designation with 16 years of industry experience. She previously worked at Snowden Lane Partners from 2015 to 2017 before joining Monex in 2017. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis across a broad range of products and strategies, managing accounts directly and through sub-advisors.

Jose Beltran is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Monex Securities, Inc. and work at the University of St. Thomas. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of investment products and offers both direct management and delegated discretionary management through a sub-advisor.

Patricio Arias Sartorius is a financial advisor with Monex Asset Management, Inc., holding a Series 66 designation and four years of industry experience. He has been with Monex Asset Management since 2023 and has worked at Monex Securities, Inc. since 2020. Outside of his advisory roles, he has experience in academia, having worked at the University of Houston since 2019. Monex Asset Management provides discretionary and non-discretionary investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis across a broad range of products and offers both direct management and sub-advisory services.

Antonio Mariscal Romero is a financial advisor with Monex Asset Management, Inc. in Houston, TX, holding Series 65 and Series 63 credentials and having 10 years of industry experience. His prior positions include roles at Monex Securities, Inc., Alpha Cubed Investments, LLC, and Kanos Capital Management, LLC. He serves as a board member for Finzas Atlas, an insurance company, and Grupo Chantilly, a food and bakery products company, both based in Mexico City. Monex Asset Management serves individuals, including high-net-worth clients, as well as corporations, trusts, estates, and charitable organizations, providing discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies ranging from long-term holdings to short-term trading and utilizes sub-advisory and third-party technology platforms for portfolio management and account consolidation.

Diego Carus Garrido is a CFP® certificant with four years of industry experience, currently serving as a financial advisor at Monex Asset Management, Inc. in Houston, TX. His prior experience includes roles at Monex Securities, Inc., Capgor SAPI de CV, and Arkafin S.A.P.I. de C.V., SOFOM, E.N.R., alongside academic work at Universidad Anahuac Mexico. He is a partner in a technology-focused investment-related firm in Mexico City but has no active duties there. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations by offering discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of investment strategies combining charting, fundamental and technical analysis, and utilizes third-party technology and sub-advisory arrangements.

Alfonso Lopez Portillo Martinez is a financial advisor with Monex Asset Management, Inc. based in Houston, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. His work history includes roles at Monex Securities, Inc. since 2015 and at Monex Asset Management since 2023. Monex Asset Management serves individuals, corporations, trusts, estates, and charitable organizations with discretionary and non-discretionary portfolio management and investment consulting. The firm employs a variety of analytical techniques and strategies, ranging from long-term holdings to short-term trading, and utilizes third-party technology and sub-advisory relationships.

Jose Balcazar is a financial advisor at Monex Asset Management, Inc. in Houston, TX, with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Monex Asset Management since 2008, following a year at Monex Securities. Monex Asset Management offers discretionary and non-discretionary advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis across a wide range of investment products and strategies, serving clients domestically and internationally.