Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and totaling five years of industry experience. His professional background includes roles at Mutual of Omaha, OneShare Health, Ancora Education, and Kaplan Higher Education. Baum is also licensed as an insurance agent, working in life, health, and annuities insurance. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, featuring financial planning, managed account programs, and retirement plan consulting. The firm integrates third-party managers and operates alongside insurance and broker-dealer businesses within the Mutual of Omaha group.

Shane Swanson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 32 years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Swanson is also licensed as an insurance agent, focusing on life, annuity, disability, and long-term care 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 delivers managed solutions primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on 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 operates through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Sarah Whitmore is a ChFC® with 14 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2012. She is also licensed as an insurance agent with Mutual of Omaha Insurance Company, focusing on 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 a platform relationship with Envestnet for managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Lucas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. His prior work includes seven years at TD Ameritrade and one year at Mutual of Omaha before joining Mutual of Omaha Investor Services in 2021. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platforms like Envestnet. The firm integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group, serving a range of clients with various investment and advisory solutions.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to 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 consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.

Brent Herrera is a CFP® professional with seven years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2018, and previously with Fremont Bank and JJ’s Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, delivering solutions primarily through a platform relationship with Envestnet.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having seven years of industry experience. She has worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019 and serves as CEO of The Meister Agency, LLC, an insurance business. She also manages administrative duties at Meister Integrated Composites, a light industrial equipment company. 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 primarily through a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Eric Gibson is a CFP® and ChFC® with 23 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as Co-Chairman and Supervisory Board Member of the Diamond Way Buddhism Foundation and works as a travelling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning solutions. The firm utilizes third-party money managers and platform relationships to deliver tailored investment strategies.

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of experience in the financial industry, including roles at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, AAA Club Alliance Inc, and MSI Financial Services, Inc. Outside of his advisory work, he serves as a vestry member at Christ Episcopal Church in Luray, VA. 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’s approach includes utilizing third-party money managers and platform relationships with Envestnet and Pershing to deliver managed solutions.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. His career includes roles at Mutual of Omaha since 2020, prior experience at New York Life Insurance Company, and service in the US Army from 1995 to 2016. He is also licensed as an insurance agent, working with life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and retirement plans, offering financial planning, managed account programs, and retirement consulting. The firm utilizes third-party managers and a platform relationship with Envestnet to deliver managed solutions.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.

Meghan Gray is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms including New York Life Insurance Company and Hornor, Townsend & Kent LLC. 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 primarily uses a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions through approved model portfolios and third-party managers.

Jason Konno is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Mutual of Omaha Investor Services since 2017 and previously worked with Mutual of Omaha Insurance Company starting in 2016. In addition to his advisory role, he is an insurance agent licensed in life, health, property, and casualty lines. 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 primarily delivers managed solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

James Mitchell Jr. is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., where he has worked since 1974, totaling 51 years of industry experience. He also maintains a long-term role as an insurance agent specializing in life, health, disability, long-term care, critical illness, annuities, 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 operates within the Mutual of Omaha group and delivers managed solutions primarily through platforms like Envestnet and Pershing.

Matthew Haffemann is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. He has been with Mutual of Omaha Investment Services and Mutual of Omaha Insurance Company since 2015. Outside of his advisory role, he is a one-third owner of 32Thirty Financial LLC and 32Thirty Health Solutions, LLC, which are involved in marketing and the sale of health insurance products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs through partnerships with third-party managers and platforms such as Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Joseph Sparta is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Outside of advisory services, he is an insurance agent working with health, life, and annuities lines of business. 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 platform relationships with Envestnet and Pershing, combining advisory and insurance distribution activities within the Mutual of Omaha group.

Lisa Kentfield is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. since 1990. Outside of advisory work, she operates Kentfield Financial Company, an S-Corp, and is licensed as an insurance agent for life, health, and annuity 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 utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and integrates advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Will Young is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and one year of industry experience. His background includes roles at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company, as well as previous experience in the education sector. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting primarily through platform relationships with Envestnet and Pershing.