Jeffrey Stone Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha, he worked at American Express and Grand Canyon Education. Outside of financial services, he owns Stone Pickleball Academy, where he provides private pickleball lessons. 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 a platform relationship with Envestnet and Pershing to deliver managed solutions and often integrates broker-dealer and insurance distribution services within the Mutual of Omaha group.

Lucas Feathers 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 been with Mutual of Omaha since 2013. Outside of advising, he serves as a youth and collegiate soccer official and works as an insurance agent specializing in healthcare, life, and various other insurance 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 consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and primarily delivers managed solutions through platform relationships with Envestnet and Pershing.

Ryan Holt is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mutual of Omaha Investment Services since 2022. Outside of advisory work, Holt is involved in several entrepreneurial ventures, including serving as president and CEO of Redemption Expressions, an online clothing store, and operating a small marketing agency focused on faith-based organizations. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, delivering solutions primarily through a platform relationship with Envestnet and utilizing Pershing as custodian and broker-dealer.

Natasha Preston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and five years of industry experience. She has been with Mutual of Omaha since 2016 and serves concurrently in the Nebraska Army National Guard, where she provides legal advice as a Major and has served since 2008. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account programs and third-party money manager relationships. The firm operates primarily through a platform relationship with Envestnet and employs Pershing as its qualified custodian and introducing broker-dealer.

Ted Rifkin Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc. in Phoenix, AZ, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Mutual of Omaha in 2020, he worked at Abadie & Schill PC and was involved with Zia Taqueria. Outside of advising, he performs as a live musician. 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 utilizes Envestnet’s platform and Pershing as custodian, offering model portfolios and third-party money manager relationships as part of its investment approach.

Austin Bruzek is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and three years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2022, and he also has experience at University of Nebraska Lincoln and Reiser Wealth Management. 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 platforms like Envestnet, with custodial services from Pershing. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. 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 utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.

Seth Bringle 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. Seth has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2014. Outside of his advisory role, he is an insurance agent focusing on life, health, and annuities, and he owns Bringle Financial Services LLC, operating under the name TGB Wealth. Mutual of Omaha Investor Services, Inc. offers advisory services to individual clients, corporations, and qualified retirement plans, providing a range of financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Anthony Storm is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and also serves as a Taekwondo instructor at Taekwondo America, a role he has held since 2001. 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 supports both non‑HNW and high-net-worth clients.

Cary Bazan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Irving, TX, holding Series 63 and Series 65 licenses and with 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, Bazan is active as an actor with Linda McAlister Talent and is an Amazon KDP author. 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 uses platforms such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Rochelle Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and beginning her advisory career in 2025. She has prior experience working at Mutual of Omaha Insurance Company and over 27 years of service with the State of Missouri. Davis also works as a licensed insurance agent, focusing on life, health, annuities, disability, and critical illness 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 platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Suhey Rios Perez is a CFP® and Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc., where she has worked since 2019. She has five years of industry experience, including roles at Mutual of Omaha Insurance Company. Outside of advising, she is also an insurance agent operating under the DBA Tomorrow Financial Strategies. 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 primarily delivers managed solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Johnny Strickland is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Columbia, SC, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to his current role at Mutual Of Omaha Advisors starting in 2019, he worked in staffing and construction-related positions. He is also licensed as an insurance agent, providing life, health, annuities, and major medical insurance. Mutual Of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a variety of managed account programs and third-party money manager relationships. The firm integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group and employs platform solutions through Envestnet and Pershing.