Keith Vonderharr is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 registrations and 12 years of industry experience. He has been with Mutual of Omaha since 2013 and also worked at LA Fitness Inc. for 14 years. In addition to his advisory role, he is licensed as an insurance agent, focusing on 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 delivers managed solutions primarily through platform relationships with Envestnet and uses Pershing as custodian and broker-dealer, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Emilio Torrealba Charinga is a Series 66 licensed advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at The Prudential Insurance Company of America and Equitable Advisors among other firms. Outside of his advisory role, he is also active as an insurance agent and works with Uber Technologies Inc. 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 platform relationships with Envestnet and Pershing, delivering managed solutions and coordinating with third-party money managers.

Karl Drescher Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has been with Mutual of Omaha Investor Services since 2006. Outside of his advisory work, Drescher serves as a Trustee on the Board of the General Grand Chapter, Order of the Eastern Star, and sits on the Board of Directors for the Perry Belmont House nonprofit in Washington, D.C. 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 works alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Tillman Meetze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 24 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. In addition to advising, he is an insurance agent specializing in life, health, and annuity products and also works as a distributor for Shaklee. 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 utilizes platform relationships with Envestnet and Pershing, offering clients access to MOIS-approved model portfolios and third-party managers.

Mark Zagurski is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Mutual of Omaha Investor Services since 1997. 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 operates through platform relationships with Envestnet and Pershing, delivering managed investment solutions and acting as a liaison to third-party managers.

Stephen Baker is a ChFC®-designated advisor with Mutual of Omaha Investor Services, Inc., bringing 29 years of industry experience. He has been with Mutual of Omaha and its related entities since 1995. Outside of his advisory work, he is involved with the Millbrook Pioneer Athletic Association, a booster club supporting high school athletics. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans. The firm uses a platform in partnership with Envestnet and emphasizes managed solutions, including model portfolios and third-party money manager relationships.

Le Dawn Gries is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63, 65, and 66 licenses and has 23 years of industry experience. Her prior roles include positions at Fisher Investments and Equitable Distributors, LLC. She is also active as an insurance agent specializing in variable and fixed annuities, life, health, and senior health products in a wholesaling capacity. 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, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Wassana Ford is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and six years of industry experience. She has been with Mutual of Omaha Investor Services since 2018 and has worked with Mutual of Omaha Insurance Company since 2016. In addition to her advisory role, she is licensed as an insurance agent, focusing on health and life insurance products including disability, long-term care, and Medicare supplement plans. 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 primarily uses a platform relationship with Envestnet and offers access to MOIS-approved model portfolios and third-party money managers.

Debra Schachter is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 43 years of industry experience. She has been with Mutual of Omaha since 1981 and is also an insurance agent specializing in life, health, disability, long-term care, Medicare supplements, and annuities. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm operates within the broader Mutual of Omaha group and offers clients various discretionary and non-discretionary managed solutions.

Son Vu is a Series 66-licensed financial advisor at Mutual of Omaha Investor Services, Inc. with four years of industry experience. He has previously worked at Bank of America, Merrill, and PotlatchDeltic Corporation. Outside of his advisory role, he is a self-employed business consultant providing document review and editing services and works as a licensed insurance agent specializing in life, health, and annuities. 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 primarily through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Tadd Haggerty is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. Haggerty has been with Mutual of Omaha since 2004. He also owns and serves as president of Haggerty Financial Services LLC and works as an insurance agent offering a range of insurance products including fixed annuities and life insurance. 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 primarily delivers managed solutions through a platform relationship with Envestnet and supports a range of account management options.

Alessandra Castillo is a financial advisor at Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Mutual of Omaha Investor Services, she worked at Mutual of Omaha Insurance Company and Globe Life. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs delivered mainly through Envestnet’s platform with Pershing as custodian.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. He also operates a financial services DBA established for tax purposes that offers life insurance and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a range of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering integrated financial solutions.

Sheldon Nix is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services since 2010. Outside of advising, he is president and CEO of Exceed Wealth & Retirement Group, Inc., which focuses on investment, financial planning, and 401(k) sales and marketing. 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 primarily through a platform relationship with Envestnet.

Michael Wisinski is a financial advisor at Mutual of Omaha Investor Services, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mutual of Omaha since 1996. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, and health insurance. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed accounts, and retirement consulting. The firm operates through a platform relationship with Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Zachary Candelore is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds Series 63 and Series 65 designations and has worked in the financial services sector since 2019. Outside of his advisory role, he is employed in the food service industry as a bartender and server at local establishments in Philadelphia. 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 primarily through Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth individuals.

Lovie Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and four years of industry experience. Prior to his advisory role, he worked over three decades at Penquin Painters, Inc. He also serves as a Mutual of Omaha insurance agent in Boca Raton, FL, providing life, disability, long-term care, and related insurance 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 operates through platform relationships with Envestnet and Pershing, combining investment advisory with broker-dealer and insurance business lines within the Mutual of Omaha group.

Michael Jund is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 licenses and 27 years of industry experience. Prior to joining Mutual of Omaha in 2022, he worked at Eagle Strategies, New York Life, Hornor Townsend & Kent, and other firms. In addition to his advisory role, he is also licensed as an insurance agent focusing on life, accident, health, and annuities. 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 a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, allowing advisors to implement recommendations through multiple licensed capacities.

Tyler Boland is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual and Comey and Shepherd. In addition to advising, he is licensed as an insurance agent specializing in life, health, annuities, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money management, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and Pershing platforms, serving a broad range of clients including both non-high-net-worth and high-net-worth investors.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.