Alterna Wealth Management, Inc.

Alejandro Mateos Gonzalez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 license and four years of industry experience. He has been associated with Actinver in Mexico since 2005 and facilitates referrals to Banco Actinver and Actinver Casa de Bolsa for non-U.S. wealth management services. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

Francisco Maza is a CFA® charterholder with 29 years of industry experience, currently serving at Alterna Wealth Management, Inc. He has held roles at Wealth Services, Inc. and multiple entities within the Actinver group over the past two decades. Outside of his advisory work, Mr. Maza is the sole member of TAMASTA MANAGEMENT, LLC, a personal holding company involved in real estate and construction transactions. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach using dynamic models tailored to client needs and serves a substantial non-U.S. client base, predominantly Latin American.

Roberto Cano is a financial advisor with Alterna Wealth Management, Inc. in San Antonio, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Alterna Securities in 2022, he worked at Ernst & Young from 2020 to 2022 and was affiliated with the University of Texas at San Antonio from 2015 to 2019. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Francisco Rivera Corona is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with one year of industry experience. Prior to his advisory role, he was affiliated with Alterna Securities, Inc., and has an academic background including several years at Baylor University and Tecnologico de Monterrey Campus Cuernavaca. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Rosario Flores is a financial advisor with Alterna Wealth Management, Inc., holding Series 63 and Series 66 credentials and eight years of industry experience. She has worked with Alterna Securities, Inc. since 2015. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach using dynamic models and quantitative analysis to tailor strategies for each client.

Maribel Galindo is a financial advisor at Alterna Wealth Management, Inc. with 17 years of industry experience. She holds a Series 66 designation and previously worked at Citigroup Global Markets Inc. and Citibank n.a. Maribel is based in Houston, TX. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Andres Marron is a financial advisor at Alterna Wealth Management, Inc. with three years of industry experience. He holds a Series 66 designation and has worked at Alterna Securities, Smartag, Broxel, and Avangard Innovative. Outside of his advisory role, he serves as Vice President of Pica Partners, LLC, a Mexican salsa business. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Antun Domit is a financial advisor at Alterna Wealth Management, Inc. with 11 years of industry experience. He holds the Series 66 designation and has worked at Actinver Wealth Management, Inc. and Actinver Securities, Inc. since 2014. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with tailored strategies and dynamic models, serving a substantial non-U.S. client base primarily from Latin America.

Raul Chapa Ugalde is a Series 66-credentialed financial advisor with four years of industry experience. He currently works at Alterna Wealth Management, Inc. and has prior experience with Credit Suisse AG and UBS Asesores Mexico. He holds a minority ownership stake in Grupo DOSCEROQUINCE SA de CV, a Mexican venture capital and real estate company, but is not involved in its management or operations. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, institutions, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Emilio Mejia is a financial advisor with Alterna Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at Actinver Securities, Inc. and Actinver Wealth Management, Inc. since 2008. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with tailored strategies and dynamic models across markets, currencies, and instruments.

Patricio Gomez is a financial advisor with Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining Alterna Securities in 2021, he worked in real estate at Bright Lakes Real Estate. He is also the owner of House of Regent LLC, a real estate management company, which he operates on a limited basis without compensation. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach, utilizing dynamic models and quantitative analysis to tailor strategies for each client.

Ignacio Sunderland Portilla is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Argenta Capital Management and Trinity University. He has been with Alterna Wealth Management and its affiliated broker-dealer, Alterna Securities, since 2020. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach supported by quantitative analysis and technical research, managing approximately $1.2 billion in assets.

Santiago Garza is a financial advisor at Alterna Wealth Management, Inc. based in Houston, TX. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining Alterna, he worked in various roles including at Popeyes Louisiana Kitchen and in educational institutions. Alterna Wealth Management provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Benjamin Lopez is a financial advisor at Alterna Wealth Management, Inc. with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Actinver Wealth Management, Inc. since 2014. Outside of his advisory role, he serves as Managing Member of KASA Investments, LLC and as Secretary and Director of Optima Equity Partners, Inc. Alterna Wealth Management, Inc. provides investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach and manages approximately $1.2 billion across discretionary and non-discretionary accounts.

Marco Razo Torres is a financial advisor at Alterna Wealth Management, Inc. in Houston, TX, holding a Series 66 designation with four years of industry experience. His prior work includes roles at Alterna Securities Inc and teaching positions at the University of Incarnate Word and the University of Indianapolis. Alterna Wealth Management provides investment advisory and portfolio management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, institutions, charitable organizations, and offshore trusts. The firm employs a global, diversification-focused investment approach with dynamic models tailored to client needs, supported by quantitative analysis and third-party research.