Jeffrey Boe is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and possessing 42 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2015 and 2016 respectively. He also serves as an independent insurance agent for Colorado Insurance Benefits Inc., specializing in property, casualty, auto, home, business, and health insurance. 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 financial planning. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering a range of investment and insurance products.

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.

Kirt Cochran is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. His work history includes roles at Mutual of Omaha Investor Services since 2016 and COUNTRY FINANCIAL from 2014 to 2016. 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.

Jared Good is a CFP® professional with four years of industry experience, currently serving at Mutual Of Omaha Investor Services, Inc. He has worked at Mutual of Omaha since 2021 and has a background that includes eight years with Omaha Public Schools. Jared is also licensed as an insurance agent specializing in health and life 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 alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet.

Virginia Pillow 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 13 years of industry experience, all with Mutual Of Omaha and its affiliated investor services. In addition to her advisory role, she is also licensed as an insurance agent specializing in life, health, dental, 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 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.

Jason Eiler is a financial advisor with Mutual of Omaha Investor Services, Inc. in Casper, WY, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Mutual of Omaha since 2008. Outside of his advisory role, he serves on several local boards including the Qigong Sensory Training Institute, Memorial Hospital Board of Trustees, and Citizens Transportation Advisory Commission, and holds leadership positions at Lighthouse Baptist Church. 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 with Envestnet and Pershing. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Kevin Wessels is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Greene Law P.C., RevSherpas LLC, Fiserv, and MFS. Wessels is also an insurance agent licensed to sell 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 and third‑party managers to deliver managed solutions and operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Varian Cole is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at State Farm Insurance Company, FBL Marketing Services, FBL Financial Group, Sojern, and AAA Life Insurance Company. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of financial planning and managed account programs. The firm offers solutions primarily via a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Michael Sherman is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Mutual of Omaha since 2010 and previously worked at Pathmark. He serves as a volunteer board member for his condominium association, participating in governance and policy decisions. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and retirement plan consulting. The firm operates primarily via a platform relationship with Envestnet, offering model portfolios and third-party manager oversight while integrating broker-dealer and insurance services within the Mutual of Omaha group.

Daniel Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 44 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1980. In addition to his advisory work, Smith is an author and public speaker on financial topics and participates as a mentor in the Million Dollar Round Table Mentor Program. He also serves a two-year pro bono term on the Stonebridge Home Owners Association Board. 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 supports a range of discretionary authority options for clients.

Timothy Tarrence is a Series 65 credentialed advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE. He has worked at Mutual of Omaha since 2015, accumulating 11 years of industry experience. 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 through a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions using Pershing as custodian.

Kenneth Sipe is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Kenneth also works as an insurance agent specializing in health, life, and annuities, and serves as Membership Coordinator for the Leads Group. 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 acts as a conduit to third-party managers, serving clients across various wealth segments.

Jacqueline Proffit is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having eight years of industry experience. She has been with Mutual of Omaha Investor Services since 2017 and also serves as an insurance representative with Mutual of Omaha Insurance Company. Outside of her advisory role, she volunteers as a marketing consultant for the Small Business Development Center in Colorado Springs and is involved in several business ventures including co-ownership of Jasper Restorations Corporation and content creation on TikTok. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and financial planning solutions. The firm operates through partnerships with platforms like Envestnet and custodians such as Pershing, and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Matthew Chrisman is a CFA® charterholder with 17 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. since 2015. Outside of his advisory role, he serves as a Den Leader and Committee Chair for Cub Scouts Pack 283. 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 integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Steven Schumacher is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Mutual/United of Omaha since 2003. In addition to his advisory role, he works as an insurance agent specializing in life, health, annuity, long-term care, disability, and critical illness insurance. 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 delivers managed solutions primarily through Envestnet and uses Pershing as custodian, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jamie Conlon is a CFP® and ChFC® professional with 11 years of experience in the financial services industry. He has worked at firms including John Hancock, Fidelity & Guaranty, and AIG Capital Services before joining Mutual of Omaha Investor Services, Inc. in 2026. 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 primarily delivers managed solutions through Envestnet and uses Pershing as custodian, with advisors recommending model portfolios and serving as client contacts for third-party managers.

Jemal Westbrook is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2017 and previously at Securities America Advisors and Securities America Inc. He also owns Fan4Collecting, a business that buys and sells comic books, sports cards, and other collectibles. 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 delivers managed solutions primarily through a platform relationship with Envestnet and uses Pershing as custodian and introducing broker-dealer.

Suzanne Katz Riesner is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and 65 licenses and over 32 years of industry experience. She has been with Mutual of Omaha and its affiliated insurance company since 1991. In addition to her advisory role, she is part owner of a consulting firm focused on HR compliance related to ERISA and the Affordable Care Act and owns an insurance agency specializing in life, health, vision, and other related 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 an Envestnet platform and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Jerry Hurt is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Before joining Mutual of Omaha in 2021, he worked at Cerner Corporation and Ozark Charters. He serves as a board member for Fore the Kids KC and mentors children with autoimmune disorders through the National Alopecia Areata Foundation. 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 combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Karen Lucius is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 15 years of industry experience. Her prior roles include positions at Hornor, Townsend & Kent LLC, Penn Mutual Life Insurance Company, Acumen Financial Group, and Principal entities. In addition to advisory work, she is engaged in insurance sales and service, including life insurance brokerage and financial planning through related business 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 utilizes platform relationships with Envestnet and Pershing, delivering managed solutions and third-party manager access to a diverse client base.