Monex Asset Management, Inc.

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 financial advisor at Monex Asset Management, Inc. based in Houston, TX. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Monex Securities, Inc. and also held positions at the University of St Thomas and Lone Star Community College. 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 domestic and international client 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, with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Monex Securities, Inc. and Monex Asset Management since 2019. Prior to his financial career, he held various roles in the service and education sectors. 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 diverse investment approach, including fundamental, technical, and charting analysis, and manages accounts both directly and through sub-advisors.

Charles Lautz is a financial advisor with Monex Asset Management, Inc. in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at firms such as Wells Fargo Advisors and BancWest Investment Services. In addition to his advisory work, he conducts financial wellness workshops and webinars as an independent contractor. Monex Asset Management provides discretionary and non-discretionary investment advisory 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 supports both domestic and international client relationships.

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 a financial advisor at Monex Asset Management, Inc. based in Houston, TX, with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Smith Barney LLC and VectorGlobal WMG. Monex Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of products and employs a mix of fundamental, technical, and charting analysis to implement strategies from long-term holdings to short-term trading.

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 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Monex Securities, Inc. since 2018 and Monex Asset Management since 2017, with prior roles at Alpha Cubed Investments, LLC and Kanos Capital Management, LLC. Outside of his advisory work, 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 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 and offers a range of strategies from long-term holdings to short-term trading and option writing, serving clients domestically and internationally.

Diego Carus Garrido is a CFP®-certified financial advisor with Monex Asset Management, Inc. in Houston, TX, bringing three years of industry experience. His background includes roles at Monex Securities, Inc. and Capgor SAPI de CV, as well as academic positions at Universidad Anahuac Mexico and Westhill Institute. He is a partner in a Mexico City–based technology firm focused on portfolio management software. Monex Asset Management provides discretionary and non-discretionary investment advisory services to individuals, high-net-worth clients, corporations, trusts, estates, and charitable organizations. The firm employs a diverse investment approach incorporating fundamental, technical, and charting analysis, managing accounts directly and through sub-advisors.