Miguel Iniguez Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at New York Life and NYLIFE Securities LLC, and has been an insurance agent since 2007. Outside of his advisory role, he participates in a mortgage leads referral program. 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 uses a platform relationship with Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Scott Mahoney is a CFP® professional affiliated with Mutual of Omaha Investor Services, Inc., with 15 years of industry experience. He has been associated with United/Mutual of Omaha since 2005. Outside of his advisory role, Mahoney serves on the board of Adopt A Homeless Animal Rescue, Inc., a charitable organization. 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 integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Martin Higgins is a CFP® and ChFC® with 49 years of experience at Mutual of Omaha Investor Services, Inc., where he has worked since 1977. He is the owner of Family Wealth Management, Financial Services, which provides long-term care, disability insurance, fixed annuities, and life insurance sales. Higgins is also the author of "Distributionland," a book on gifting and selling, and engages in related presentations and book signings. 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 platforms such as Envestnet and Pershing and operates alongside affiliated broker-dealer and insurance businesses within the Mutual of Omaha group.

Nathan Hobson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to joining Mutual of Omaha in 2007, he worked at Morgan Stanley DW Inc. from 2002 to 2003. In addition to his advisory role, Hobson 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, offering financial planning, managed account programs, and retirement plan consulting. The firm operates primarily through a platform relationship with Envestnet and serves both non-high-net-worth and high-net-worth clients.

Jacob Guzman 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 FedEx Express for five years and has experience as a contract musician. Outside of advising, Guzman works as an insurance agent, focusing on life, disability, critical illness, health, 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 Envestnet and supports advisors in recommending MOIS-approved model portfolios and third-party managers.

David Russo is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and six years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has worked with Mutual of Omaha since 2014. Russo is also licensed as an insurance agent, offering a range of insurance products including life, accident and health, property, casualty, credit, personal lines, travel, and annuities. 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 employs Pershing as the qualified custodian and introducing broker-dealer for many managed accounts.

Shawndra Rodriguez is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63, 65, and 66 licenses and has 13 years of industry experience. Her prior roles include positions at Liberty Mutual Insurance, Allstate Insurance, Edward Jones, and Chase Investment Services Corp. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning 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, serving a diverse client base with both discretionary and non-discretionary investment solutions.

Andrew Rodriguez is a financial advisor with Mutual Of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with Mutual of Omaha and its affiliated firms since 1981. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities and operates a registered DBA, Sippican Wealth Strategies LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, account management programs, and retirement plan consulting. The firm delivers managed solutions through platforms like Envestnet and works alongside broker-dealer and insurance operations within the Mutual of Omaha group.

Conner Tilmon is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining the firm, he worked at Mutual of Omaha Insurance Company, Epic Valet, We-Ko-Pa Golf Resort, and Rockford Country Club. 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 a range of client-directed discretionary authority arrangements.

Nicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2018 and previously held roles at Arbor Point Advisors and Securities America. Mutual of Omaha Investor Services 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Sweety Gandhi is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has three years of experience in the industry. She has worked at Mutual of Omaha Investor Services since 2022 and also has experience as an insurance agent with Mutual of Omaha Insurance Company and S&S Financial, focusing on life, health, annuities, and Medicare Advantage plans. 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 works primarily through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, supporting a range of model portfolios and third-party money managers.

Adam Olson is a CFP® with 15 years of experience at Mutual of Omaha Investor Services, Inc. He is also a partner and managing agent at Reiser Insurance Group, a property and casualty agency in O’Neill, NE. Olson serves on the boards of Oasis Counseling International and Faith Regional Health Services, and is the author of two financial planning books. He also teaches financial literacy and retirement planning seminars. 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. The firm works primarily through a platform relationship with Envestnet and serves clients with various discretionary management options.

Derek Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2014 and Mutual of Omaha Insurance since 2013. Outside of his advisory role, he is a basketball instructor, an online seller of sports trading cards and collector shoes, and serves on several nonprofit boards, including the American Cancer Society North Region Community Fundraising Leadership Team and the Bryce Borca Foundation. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, access to third-party money managers, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and utilizes Pershing as custodian, delivering managed solutions alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Benjamin Langston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 2009. In addition to his advisory role, Langston is a licensed insurance agent specializing in life, health, and annuity products and serves as a notary public. 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 through relationships with third-party managers and platform providers like Envestnet.

Vito Roberto is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Prudential Insurance Company of America. In addition to his advisory work, Roberto is also licensed as an insurance agent, focusing on life, health, 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 operates through platform relationships with Envestnet and Pershing, integrating broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Michael Goolsby II is a Series 65-licensed advisor with Mutual of Omaha Investor Services, Inc. He has one year of industry experience and currently works in Irving, TX. His prior work includes roles with Mutual of Omaha Insurance Company and various positions outside the financial industry. 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 through a platform relationship with Envestnet. The firm operates alongside broker‑dealer and insurance businesses within the Mutual of Omaha group.

Scott Higgins is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Mutual of Omaha Investor Services since 2016 and Mutual of Omaha Insurance Company since 2015. Higgins has also been involved with Family Wealth Management and served as an insurance agent specializing in life, fixed annuities, accident and health, Medicare Advantage, and prescription drug coverage. Mutual of Omaha Investor Services provides advisory services to a range of clients, including individuals, corporations, and qualified retirement plans. The firm offers financial planning, managed account programs, and retirement plan consulting, delivering solutions mainly through its platform relationship with Envestnet and utilizing Pershing as custodian and broker‑dealer.

Louis Lizza II is a CFP® professional with seven years of experience, currently serving at Mutual of Omaha Investor Services, Inc. He holds insurance licenses including Accident and Health, Sickness, and Life, and has been active in the insurance business alongside his advisory role since 2019. His career includes prior roles at MassMutual Insurance Company and SparrowOne, LLC. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various managed account programs and third-party money manager relationships. The firm operates within the broader Mutual of Omaha group, offering integrated broker-dealer and insurance services alongside its advisory business.

Martin Williams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been associated with Mutual of Omaha Investor Services since 2011 and with Mutual of Omaha since 2010. Williams is also an insurance agent specializing in life, health, and annuities, and owns Martin Williams LLC for tax reporting purposes. 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 a platform relationship with Envestnet.

Mark Powell Sr. is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 63 and Series 65 credentials and over a decade of experience in the industry. His background includes roles at New York Life and NYLIFE Securities LLC, as well as involvement with Oxbow Life Strategies, LLC and the National Electrical Contractor Association. 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 platform relationships with Envestnet and Pershing. The firm combines advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.