Edgardo Medina Perez is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 2016. In addition to his advisory role, he is a licensed insurance agent and a mortgage loan originator. 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 Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Theodore Kaminski is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Kaminski competes in fishing tournaments through the National Walleye Trail and works as a food taste tester with Food Perspectives, a program that donates to charity. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Zachary Ehlers is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2021. 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. The firm delivers solutions primarily through a platform relationship with Envestnet and acts as a conduit to third-party money managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

William Hall is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has worked with Mutual/United of Omaha Insurance Company and Mutual of Omaha Investor Services since 1995. Hall is also involved in the sale of various insurance products, including life, disability, critical illness, cancer, long-term care, annuities, Medicare supplement, and accident 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 mainly via Envestnet and Pershing custodial platforms, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Ti Juana Stuart is a financial advisor at Mutual Of Omaha Investor Services, Inc. with six years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior work includes positions at Mutual of Omaha Insurance Company and Community Loans of America. In addition to advising, she works as an insurance agent specializing in life, health, and annuities, and holds a part-time accounting role. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and combines advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Brent Batman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Mutual of Omaha Investor Services since 2016. Prior to his current role, he was involved with Catch-A-Lobster LLC from 2011 to 2017. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet. The firm serves a broad client base and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Mason Butcher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he was not employed in the financial advisory field. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm operates through its platform relationships with Envestnet and Pershing and offers a range of third-party and in-house managed solutions.

Aida Mcnamara is a financial advisor with Mutual of Omaha Investor Services, Inc. in Los Angeles, CA, holding a Series 65 credential and 38 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1992. In addition to her advisory role, she is also licensed as an insurance agent handling life, health, annuities, group, property, and casualty insurance lines. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

George Mcdow is a CFP® with 18 years of industry experience, currently serving with Mutual Of Omaha Investor Services, Inc. since 2013. He is also the owner of The McDow Group, LLC, an insurance agency offering life, health, annuities, dental, property and casualty, disability, and Medicare supplement lines. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and financial planning. The firm operates using a platform relationship with Envestnet and offers a range of model portfolios and retirement plan consulting services.

Lucas Bonstrom is an advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining the financial services sector, he worked at Smart Honda of Des Moines for two years and has a background in education spanning 15 years. 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 serves clients by recommending and monitoring MOIS-approved model portfolios.

Philip Sessoms Jr. is a ChFC® with nine years of experience, currently serving with Mutual of Omaha Investor Services, Inc. and Mutual of Omaha Insurance Company since 2017. His background includes prior work as an insurance agent focusing on life, disability, long-term care, annuities, and group health insurance. He also operates Sessoms Consulting LLC, doing business as Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through a platform relationship with Envestnet and Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses. He has been with Mutual of Omaha since 2025 and has prior experience at firms including Ernst & Young LLP and PricewaterhouseCoopers LLP. 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 platforms like Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Cliff Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. Cliff has been with Mutual of Omaha Investor Services since 2013 and has worked with the broader Mutual of Omaha organization since 2009. Outside of his advisory role, he raises beef cattle and holds a partial interest in a family mineral rights partnership related to oil and gas production. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting, primarily delivering solutions through a platform relationship with Envestnet and using Pershing as custodian.

Jason Benson is an advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2025. Prior to his current role, he worked at Chipotle and held positions at St. Petersburg College, North Shore Aquatic Complex, and Northeast High School. 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. The firm delivers managed solutions mainly through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, serving a range of clients including non-high-net-worth and high-net-worth individuals.

Daniel Bodmann Jr. is a Series 66-licensed financial advisor with Mutual Of Omaha Investor Services, Inc., based in Omaha, NE, and has 23 years of industry experience. He has been with Mutual of Omaha and its affiliated Investor Services firm since 2016. Outside of his financial advisory role, he is a co-owner and herbalist at Land of Milk and Honey Herbs, LLC, where he provides personal health consultations and custom herbal supplements, and also co-owns Omaha Whole Living, LLC, which offers retail products and community education on healthy and natural living. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and third-party money manager relationships. The firm utilizes a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Brooke Barnes is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked with Mutual of Omaha/United since 2006. In addition to her advisory role, she is also active as an insurance agent specializing in life, health, and annuity products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, money manager relationships, and managed account programs. The firm primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance businesses within the Mutual of Omaha group.

Ivy Kirkman is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds the Series 66 designation and has been in the industry since 2025. Prior to her advisory role, she worked in various positions including at Mutual of Omaha Insurance Company and served as a Social Media Coordinator for 515 Therapy & Consulting. 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 managed solutions primarily through a platform relationship with Envestnet and using Pershing as custodian.

David Herndon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and possessing 28 years of industry experience. He has been associated with Mutual of Omaha and its affiliated companies since 1997. In addition to his advisory role, he is a licensed insurance agent specializing in individual and group life, annuities, and health 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 operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services, and delivers managed solutions primarily through a platform relationship with Envestnet.

Jerry Hurt is a CFP® and ChFC® with 33 years of experience in financial services. He has been with Mutual of Omaha Investor Services, Inc. since 2018 and previously worked at Foundational Financial Partners, LLC and several other firms. Outside of his advisory role, he serves as treasurer for a condominium community in Scottsdale, reviewing budgets for board approval. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning and managed account programs primarily delivered through third-party platforms and managers.

Cody Strietzel is an advisor at Mutual of Omaha Investor Services, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Mutual of Omaha, he held positions at Sutter Homes Co., JITA Contracting Inc., and served with the Durango Fire Protection District. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through Envestnet and Pershing platforms.