Chase Di Bella 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. Prior to joining Mutual of Omaha in 2017, he worked at Fifth Third Bank and the Sterling Fire Department. Outside of advisory work, Di Bella is an author and serves on the Illinois State Board of Education overseeing classroom activities. 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 a platform relationship with Envestnet and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Sue Sandlin Plaehn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 39 years of industry experience and has been with Mutual of Omaha and its affiliated entities since 1977. In addition to her advisory role, she is president of Sue Sandlin-Plaehn Insurance and Financial Services, Inc., offering life, health, and annuity 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 works primarily through a platform relationship with Envestnet and uses Pershing as custodian, serving a broad client base including both non‑high-net-worth and high-net-worth individuals.

Raisa Turner is a financial advisor at Mutual of Omaha Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Pacific Life Insurance Company, JP Morgan Chase Bank and Securities, and Wells Fargo. 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 through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Matthew Thomas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with Mutual of Omaha Investment Services since 2016 and also serves as an insurance agent specializing in life and health insurance and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing model portfolios and third-party money manager relationships through platforms like Envestnet. The firm integrates advisory, broker-dealer, and insurance operations within the Mutual of Omaha group, providing a range of managed account programs and retirement plan consulting.

Garrett Shelton is a Series 66-licensed financial advisor with five years of industry experience, currently with Mutual of Omaha Investor Services, Inc. He previously worked at Thrivent Financial and American Income Life. Outside of finance, he works as a snow carver and sculptor on a contract basis. 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 combines advisory, brokerage, and insurance services within the Mutual of Omaha group.

David McWilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. 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 works with third-party money managers and employs a multi-channel platform approach, integrating advisory, brokerage, and insurance services within the Mutual of Omaha group.

Mark Lange is a financial advisor with Mutual of Omaha Investor Services, Inc. in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with Mutual/United of Omaha since 2004. In addition to his advisory role, Lange is an insurance agent offering a range of insurance products and provides LegalShield services. Mutual of Omaha Investor Services, Inc. offers financial advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account solutions and third-party money managers primarily through a platform relationship with Envestnet.

Jonathan Enenbach is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Mutual of Omaha since 2009. 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 employs a platform relationship with Envestnet and Pershing to deliver managed solutions and serves a diverse client base including non–high-net-worth and high-net-worth individuals.

Alfred Skar is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 28 years of industry experience, including 27 years at Mutual Of Omaha. He holds Series 63 and Series 65 certifications. 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 relationships with third-party money managers and platforms like Envestnet.

Lesley Pinckard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 19 years of industry experience. She has worked at Mutual of Omaha Investor Services since 2017 and previously at Wealth Watch Advisors LLC. In addition to her advisory role, she serves in leadership positions in local insurance organizations, including NAIFA Fort Worth and WIFS DFW Chapter. 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 alongside broker-dealer and insurance businesses within the Mutual of Omaha group, delivering managed solutions primarily through platform relationships with Envestnet and Pershing.

Brandon Dangler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mutual of Omaha since 2010. Outside of his advisory role, he is also 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, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Sherif Shaban is a Series 66-licensed financial advisor with 14 years of industry experience. He is affiliated with Mutual of Omaha Investor Services, Inc. and has worked with Guardian Solutions and Mutual of Omaha since 2013. Outside of his advisory role, he operates Shaban Solutions LLC, providing insurance services, and works with various companies offering Medicare plans and life insurance products. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans with financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Charles Johnson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at Mutual of Omaha and its affiliated services since 2008. Outside of his advisory role, he is also licensed as an insurance agent across several lines including life, fixed annuities, accident and health, property, and casualty. 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 works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. He is also licensed as an insurance agent, specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Andrew Karrmann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Walnut Hill Advisors, and Thrivent Financial. Karrmann serves as a board member at large for Table Grace Ministries, a nonprofit organization in Omaha, NE. 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 managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

James Kearse is a financial advisor with Mutual of Omaha Investor Services, Inc. in Pueblo, Colorado. He holds Series 63 and Series 65 licenses and has 14 years of industry experience, including prior work at First Command Brokerage Services, Inc. He serves as a director for the nonprofit organization Eternally Faithful Stewards. 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.

Andrew Mccrosson is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience and has been with Mutual Of Omaha since 2009. Outside of advisory services, he is involved in insurance as an agent for various lines including life, long-term care, and disability, and is president of AMGIN, Inc., which operates under the name "Redeeming Financial Arts." 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 works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet, using Pershing as custodian and broker-dealer.

Luis Guerrero is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to his current role, Luis worked in hospitality and manages Sunshine Lien Search, Inc., a lien search business serving title companies. 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 Envestnet and Pershing platforms.

Gregory Yrigollen is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds a Series 66 designation and has 40 years of experience in the industry. He has been with Mutual Of Omaha and its affiliate firm since 2011. 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 acts as a conduit to third-party managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Connie Mcadams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Mutual of Omaha and its related entities since 1988. Mcadams serves as Arizona Vice Chair of the National Association of Insurance and Financial Advisors (NAIFA) and is involved in insurance agency work, including classic car 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 consulting. The firm delivers managed solutions through platform relationships with Envestnet and Pershing, serving clients across a range of wealth levels.