Olga Camargo has over 20 years of experience in the financial services industry and has been a staunch advocate for the financial empowerment of women and minority communities. Olga has written on the imperative need for financial institutions to provide culturally relevant financial services to better engage today’s culturally diverse society and barriers that Latinos face when building wealth. Olga is frequently sought after by national and community leaders and some of the fastest-growing business owners to provide her unique perspective.

Olga is a Partner and Co-Head of FARO Advisory (a division of Toroso Investments) and provides retirement plan advisory (virtual) services to plan sponsors that include business owners, public and private corporations, and not-for-profit entities and foundations. Olga is the Founder and CEO for SHENIX®, an educational fintech app that helps Latinas build wealth holistically.

The University of Illinois at Chicago’s College of Business Administration inducted Olga into its Alumni Leadership Academy for raising the standing and stature of the college. The Chicago Council on Global Affairs selected Olga for its 2010 Emerging Leaders Program, a highly competitive cohort of Chicago’s up-and coming professionals, leaders who continue to raise the bar for Chicago as a leading global city.

Olga served as the 2021 Chair for FORBES Business Council's Financial Services Industry Group. Negocios Now named Olga among Chicago's Most Influential 50 Latinos. Crain’s Chicago Business named Olga among “Chicago’s Most Powerful Latinos” in 2019. She is an Aspen Ideas Festival Ricardo Salinas Scholar and was named by Diversity MBA Magazine to its Top 100 Under 50 Executive Leader and Top 100 Women of Influence national lists.

Olga is the first Latina to serve as Chair for Northeastern Illinois University’s Foundation Board. She is Emeritus Board Chair for the Hispanic Alliance for Career Enhancement (100k members). Olga serves on the IL State Treasurer's Hispanic Advisory Council, IL Latino Legislative Caucus Foundation Economic Development Committee. Olga served as a Commissioner on the Board of the Public Building Commission Chaired by Mayor Lori Lightfoot.

Olga earned both her Bachelor of Science and Master of Arts from the University of Illinois at Chicago. She holds the Accredited Investment Fiduciary or AIF® designation, an ethical certification issued by Fi360, formerly known as Center for Fiduciary Studies, and the Uniform Investment Adviser Law Examination, Series 65 License. 

Leo Marte runs an investment advisory firm that provides Personal CFO services to Christian executives. He will help you plan for the future, invest your assets, and manage your taxes, so you can honor God and build generational wealth. Leo currently resides in North Carolina, where his wife and him are raising a family. He is a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 

Victor founded Cross Border Wealth Advisors in 2020. With 16 years of experience and two master’s degrees in business and finance from San Diego State University and College for Financial Planning, he is an Enrolled Agent with the IRS and a Certified Financial Planner®. Along with running CBWA, Victor also teaches finance at the university level.

Raised in Mexico City by a single mother, he is dedicated to making trustworthy financial planning accessible. Having lived in Italy, Spain, Mexico, and the United States, Victor understands what it’s like to live an international lifestyle and is dedicated to helping clients make it work for them. 

You can read more about Victor’s background on his LinkedIn profile (link to https://www.linkedin.com/in/vgersten/.)