Jason Musil is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Mutual of Omaha Investor Services since 2020 and has been with Mutual of Omaha Insurance Company since 2004. Outside of advising, he serves on the Birchwood School Board and the Birchwood School Finance Committee. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Michael Macey is a CFP® and ChFC® with 27 years of experience in financial services, currently working at Mutual Of Omaha Investor Services, Inc. since 1998. He is also an insurance agent specializing in life, health, disability, group benefits, 401(k), 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 integrates broker‑dealer and insurance distribution businesses within the Mutual of Omaha group.

Adam Proskovec is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 designations and having 20 years of industry experience. He has been with Mutual of Omaha since 2013. Outside of his advisory role, he has owned and managed a sports collectibles business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and Pershing, offering various managed solutions and third-party money manager relationships.

Grant Runyan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, he is a partner at Stated Golf LLC, where he manages client relationships for custom golf apparel sales. 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 Envestnet and partners with Pershing as custodian and broker-dealer.

Dudley Vickers is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1970. Vickers is also actively engaged in the insurance field as an agent and serves on the board of the Central Texas Life Underwriters Association. 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 distribution businesses within the Mutual of Omaha group.

Aaron Farver is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Mutual of Omaha Investor Services, Inc. and also holds a role as an insurance agent specializing in life, health, and annuities. His prior experience includes positions at MWA Financial Services, Modern Woodmen of America, Duncan Aviation, and FedEx Ground. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed solutions and third-party money manager relationships. The firm offers various managed account programs and retirement plan consulting, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Hillary Leffler is a Series 66-licensed advisor with five years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has previously worked at firms including The Leaders Group Inc, Betz Financial Advisory, Lincoln Financial Securities, and Academy Financial. Outside of her advisory role, she owns a permanent jewelry business called LAYERED & LINKED. 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 primarily through Envestnet and Pershing platforms and integrates advisory, broker-dealer, and insurance distribution businesses within the Mutual of Omaha group.

Kyle Swan is a CFP® and ChFC® with 12 years of experience in the financial industry. He has been with Mutual of Omaha Investor Services, Inc. since 2014. Outside of his advisory role, he is a freelance percussionist performing with various arts organizations and serves as Director of Planning at Clarity Financial. 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 platform relationships with Envestnet and Pershing.

Shane Rockweiler is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 10 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2015. In addition to his advisory role, he is a one-third owner of 32Thirty Health Solutions LLC, which sells health insurance products including Medicare plans. 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 solutions through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

David Haase is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 40 years of industry experience. Haase has been with Mutual of Omaha and its affiliated entities since 1984. Outside of advising, he works as a paid announcer for high school sports games in Northern Colorado. 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 between clients and third-party managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Bozzuto is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha entities since 2018 and operates Bozzuto Health & Life Inc., which has been active since 2011. Bozzuto is also licensed as an insurance agent, focusing on health, life, dental, vision, disability, long-term care, fixed annuities, and Medicare-related 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 options. The firm leverages platform relationships with Envestnet and Pershing and combines investment advisory with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Dale Hemmelgarn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding ChFC®, Series 63, and Series 65 designations and bringing 49 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. since 1997 and Mutual/United Of Omaha Insurance Company since 1999. Outside of his advisory work, he is president of Sterling Heritage Inc., a sales company, and serves as an election official responsible for voter ID verification. 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.

Marc Gaillard II is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Mutual of Omaha in 2018, he worked at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory role, he is involved in several non-investment activities, including serving as president of a nonprofit financial education organization and authoring faith-based personal development books. 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 emphasizes a model portfolio approach, working alongside related broker-dealer and insurance businesses within the Mutual of Omaha group.

Samm Tague is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Mutual of Omaha and its affiliated firms since 1992. Outside of his advisory role, he is active as an insurance agent covering life, health, annuity, property, and casualty lines, and manages two business entities related to financial services and insurance sales. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Monica Belaval Umpierre is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. She holds the Series 66 designation and has previously worked at Citibank and Primerica Financial Services. Beyond her advisory role, she owns a small business selling nail polish strips. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning services. The firm operates within the Mutual of Omaha group and utilizes platform relationships with Envestnet and Pershing to deliver investment solutions.

Anthony Smart is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1995. In addition to his advisory role, he is 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 managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses and offers investment solutions through platforms like Envestnet and Pershing.

Daniel Perry is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America Inc. He has been with Mutual Of Omaha since 2019. Mutual Of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, primarily through a platform relationship with Envestnet and Pershing as custodian.

Khadija Vermaas is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Richard Ferrer is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has been with Mutual/United of Omaha since 2002. Outside of advisory services, Ferrer is the author of the "Mailbox Money" sales coaching book and curriculum and engages in public speaking on this topic; he is also involved with the Mailbox Money Community Foundation, a nonprofit organization based on his book. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering various managed account programs and retirement consulting. The firm works through a platform relationship with Envestnet and serves as a conduit to third-party money managers, while operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Michael Eicher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has five years of industry experience. He has worked with Mutual of Omaha and Mutual of Omaha Investor Services since 2015 in various roles. Outside of advisory services, he is also an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, operating through platform relationships with Envestnet and Pershing.