Coral Gables, FL Office

Monica Belaval Umpierre is a Series 66-credentialed financial advisor with six years of industry experience. She has worked at Mutual of Omaha Investor Services, Mutual of Omaha Insurance Company, PFS Financial Services, Primerica Financial Services, and Citibank. In addition to her advisory role, she owns a small business selling nail polish strips. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and retirement plan consulting. The firm utilizes platforms like Envestnet and Pershing and offers access to MOIS-approved model portfolios while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and bringing 23 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of investment advising, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking on this topic; he is also involved with the Mailbox Money Community Foundation, a pending 501(c)(3) nonprofit. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering a range of financial planning and managed account programs. The firm works through platform partnerships and delivers managed solutions while integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Alexander Alfonso is a financial advisor with Mutual of Omaha Investor Services, Inc. in Coral Gables, FL, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. His career includes roles at Pruco Securities, LLC, Colonial Life, Axa Advisors, and International Finance Bank. Alfonso is also licensed as an insurance agent, offering various insurance lines including life, health, annuity, and Medicare supplements. 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 uses a platform relationship with Envestnet and Pershing as custodian, delivering managed solutions and incorporating 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, he was involved with Fundación UPENS Inc for ten years. He is also licensed as 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 plan consulting. The firm works primarily through a platform relationship with Envestnet and delivers managed solutions while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Ricardo Dominguez is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and one year of industry experience. Prior to joining Mutual of Omaha, he has held roles in healthcare and consulting, including owner and concierge pharmacist at Amrick Health LLC and staff pharmacist at Walgreens. He is also involved in real estate on a referral basis through The Valenzuela Real Estate Group and works as an independent health insurance broker with Carepoint. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs primarily through platform partnerships with Envestnet and Pershing.

Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has eight years of industry experience. He has worked with various entities within the Mutual of Omaha group since 2016. In addition to advising, 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, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Jason Benson is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 65 and Series 63 licenses and has been with the firm since 2025. Prior to his career in financial services, he worked at Chipotle and held positions in education and aquatic facility management. 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 delivers managed solutions primarily through a platform relationship with Envestnet and supports a range of model portfolios and third-party manager relationships.

Emilio Torrealba Charinga is a Series 66 licensed advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at The Prudential Insurance Company of America and Equitable Advisors among other firms. Outside of his advisory role, he is also active as an insurance agent and works 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 operates through platform relationships with Envestnet and Pershing, delivering managed solutions and coordinating with third-party money managers.

Lovie Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked over three decades at Penquin Painters, Inc. He also serves as a Mutual of Omaha insurance agent in Boca Raton, FL, providing life, disability, long-term care, and related insurance products. 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 operates through platform relationships with Envestnet and Pershing, combining investment advisory with broker-dealer and insurance business lines within the Mutual of Omaha group.

Luis Guerrero is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to his current role, he worked in hospitality and has managed Sunshine Lien Search, Inc., a company that provides lien search services for real estate transactions. He is also licensed as an insurance agent specializing in life, health, and annuities. 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 such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Suhey Rios Perez is a CFP® and Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked since 2019. She has five years of industry experience, including roles at Mutual of Omaha Insurance Company. Outside of advising, she is also an insurance agent operating under the DBA Tomorrow Financial Strategies. 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 primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.