Aaron Losing

Adam Olson is a CFP® with 15 years of experience at Mutual of Omaha Investor Services, Inc. He is also a partner and managing agent at Reiser Insurance Group, a property and casualty agency in O’Neill, NE. Olson serves on the boards of Oasis Counseling International and Faith Regional Health Services, and is the author of two financial planning books. He also teaches financial literacy and retirement planning seminars. 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. The firm works primarily through a platform relationship with Envestnet and serves clients with various discretionary management options.

Craig Reiser is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has been with United/Mutual of Omaha since 2006 and also runs Reiser Insurance, a business offering property, casualty, life, and health insurance products. Additionally, he is a one-third partner and owner of CAM Holdings, LLC, a company used for holding a commercial building. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money managers, and retirement consulting. The firm operates within the larger Mutual of Omaha group, integrating broker-dealer and insurance distribution functions alongside its advisory services.

Michael Hedlund is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and nine years of industry experience. He has worked at Thrivent and its affiliates since 2017 and has also been employed by Concordia University. Hedlund serves as a board member of the O'Neill Nebraska Chamber of Commerce, contributing to community events and local decision-making. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning across various topics without managing implementation. The firm offers planning combined with managed-account programs under a consolidated billing option while maintaining separate service structures.

Adam Cadwell is a financial advisor at Edward Jones with 19 years of industry experience. He has held the Series 63 and Series 66 designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Randall Hupp is a financial advisor with Edward Jones in O Neill, Nebraska, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, he is involved in commercial real estate through ownership and management positions in several companies in Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and fiduciary advisory services. The firm has a large nationwide presence, supporting over 23,700 financial advisors and managing approximately $1.01 trillion in assets.

Julie Regan is a CFP® with 34 years of industry experience and has been with Edward Jones since 2019. Prior to Edward Jones, she worked for Pinnacle Wealth Management and Linsco/Private Ledger Corp from 2005 to 2019. Outside of financial advising, she co-owns a cattle operation in O'Neill, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers a range of advisory programs with discretionary and non-discretionary strategies, SMAs, affiliated mutual funds, and tax-efficient services.