Coral Gables, FL Office

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. He has worked with Mutual/United Of Omaha since 2002. Outside of his advisory role, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking related to this work. He is also involved in college planning, helping clients understand Expected Family Contribution (EFC) and strategies to reduce college costs. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, supporting a range of investment solutions through third-party managers and direct advisory services.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 licenses and 22 years of industry experience. His prior roles include positions at Pruco Securities, LLC, Colonial Life, Axa Advisors, LLC, and International Finance Bank. He is also an insurance agent specializing in various lines including life, health, and annuity insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet’s platform and supports a range of discretionary authority options, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Jorge Rivera Echevarria is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to his current role since 2017, he spent ten years with Fundación UPENS Inc. He is also an insurance agent specializing in health and life insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm delivers solutions primarily via a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has one year of industry experience. Prior to his advisory role, he has worked in pharmacy and health consulting, including positions as a staff pharmacist and owner of a medication management and patient consulting service. He is also involved in real estate on a referral basis and serves as an independent health insurance broker. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, working primarily through a network of advisors who recommend model portfolios and discretionary strategies on an approved platform.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. He has been associated with various entities within the Mutual of Omaha group since 2016. Outside of his advisory role, he is also an insurance agent and a mortgage loan originator. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes platforms such as Envestnet and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jason Benson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his advisory role, he worked at Chipotle and has experience in education and aquatic complex management. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group, offering financial planning and retirement consulting across a multi-team platform supported by Envestnet and Pershing.

Emilio Torrealba Charinga is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has five years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Equitable Advisors. Outside of advisory work, he is active as an insurance agent focusing on life, health, annuities, and final expenses, and he also works part-time with Uber Technologies Inc. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Lovie Scott is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha Investor Services since 2022. Prior to his advisory career, he spent over three decades at Penquin Painters, Inc. Scott is also a licensed insurance agent, providing life, disability, long-term care, Medicare, critical illness insurance, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm utilizes a network of Investment Advisor Representatives who recommend model portfolios or third-party managers and provide ongoing planning and advisory support.

Luis Guerrero is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has two years of industry experience. Prior to his current role, he worked in hospitality and operates Sunshine Lien Search, Inc., a business that conducts real estate lien searches for title companies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through a platform relationship with Envestnet and serves clients ranging from non-high-net-worth individuals to high-net-worth clients.

Suhey Rios Perez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 license and five years of industry experience. She has been with Mutual of Omaha since 2019 and also works as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning and managed account programs, working primarily through its network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.