Michael Schroder is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at First Command and Werner Enterprises Inc. Schroder is involved with the Sarpy Chamber of Commerce as a Chamber Ambassador and owns an affiliate marketing business, EZSAVIN. 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 utilizes platforms such as Envestnet and Pershing to offer a range of investment and retirement consulting solutions.

Raul Aulet is a financial advisor with Mutual of Omaha Investor Services, Inc. in Austin, TX. He holds Series 63 and Series 65 designations and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services, he worked at First Command Brokerage Services, Inc. and Mutual of Omaha Insurance Company. Aulet 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 through a platform relationship with Envestnet and collaborates with third-party managers, serving a broad client base including both non‑high-net-worth and high-net-worth clients.

Nickolas Frerichs is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing one year of industry experience. Prior to joining Mutual of Omaha, he worked in various roles including at Standard Heating and Air and the University of Nebraska-Lincoln. 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 uses Pershing as custodian and broker-dealer for many accounts.

Thomas Mcnulty is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Mutual Of Omaha since 2009. Outside of his advisory role, Mcnulty serves as the Executive Director of the Tinley Park Chamber of Commerce. Mutual Of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs primarily through a platform relationship with Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Alfredo Arenas is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at Mutual of Omaha Insurance Company, Mutual of Omaha Investor Services, PFS Investments Inc., and Primerica Financial Services. Outside of financial advising, he has been involved with Around The Clock Mortgage, LLC since 2019. 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 operates through a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer for many managed accounts.

Clare Schmokel is a financial planner with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has three years of industry experience. Clare previously worked at Clarity Financial and has experience in various roles including insurance sales focused on life, health, and annuity products. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, and managed account programs. The firm operates within the Mutual of Omaha group and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Keane Le Pham is a CFP® professional with two years of experience in the financial services industry, currently with Mutual of Omaha Investor Services, Inc. He has over a decade of experience as an insurance agent specializing in life, health, and annuity products. Le Pham also participates in a mortgage lead incentive program by submitting qualified mortgage leads to Mutual of Omaha Mortgage. 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 platform relationships with Envestnet and Pershing, delivering managed solutions that incorporate third-party money manager relationships and MOIS-approved model portfolios.

Sydney Stanard is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Omaha, NE, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual of Omaha Great Plains since 2014. Outside of advisory work, he serves as a board member of the Northview Lincoln Business Association, a local networking group. 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 utilizes Envestnet’s platform and Pershing as custodian, supporting a range of client-directed and discretionary management options.

James Vasquez is an investment advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, James worked at Halliburton Energy Services and has experience 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. The firm offers a range of managed account programs and financial planning services, working primarily through a platform relationship with Envestnet and custodial services from Pershing.

Amanda Roenfeld is a financial advisor at Mutual of Omaha Investor Services, Inc. with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with Mutual of Omaha since 2006. Outside of advising, she is involved with Physician's Mutual LTC Trails, a program related to long-term care insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering 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.

Christopher Davis is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has been with Mutual/United of Omaha since 2004. Outside of his advisory role, Davis is an insurance agent specializing in various insurance lines and is involved in a seasonal hay and cattle farming operation. 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 utilizes platforms such as Envestnet and Pershing and offers both discretionary and non-discretionary investment solutions, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Thomas Kienow 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. Prior to joining Mutual of Omaha in 2021, he worked at Costco Wholesale and Sonic. Outside of his advisory role, he umpire youth baseball games. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through relationships with third-party managers and platforms such as Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Barry Polley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. and its predecessor firms since 1985. In addition to his advisory role, he is 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, delivering a range of managed portfolio solutions and acting as a conduit to third-party money managers.

Jorge Rivera Echevarria is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Mutual of Omaha since 2017. Prior to his current role, he spent ten years with Fundación UPENS Inc. He 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 works primarily through a platform relationship with Envestnet and incorporates third-party money managers alongside its broker-dealer and insurance businesses within the Mutual of Omaha group.

Carol Schram is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 66 licenses and has 23 years of industry experience. Carol has been with Mutual of Omaha Investor Services since 2015. Mutual of Omaha Investor Services provides advisory services to individual, corporate, and qualified retirement plan clients, 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 businesses within the Mutual of Omaha group.

Jon Skoruppa is a financial advisor at Mutual of Omaha Investor Services, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses. Outside of advisory work, he is also an insurance agent specializing in life, health, annuity, disability, critical illness, fixed annuity, and long-term care 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 leverages platform relationships with Envestnet and Pershing to deliver managed solutions and typically recommends MOIS-approved model portfolios and third-party managers.

Scott Jackson is a CFP® with 36 years of experience in the financial services industry. He has been with Mutual Of Omaha Investor Services, Inc. and Mutual/United Of Omaha since 1988. Jackson is also the owner of Alpine Insurance & Investments, where he sells life, health, dental, disability, annuities, Medicare supplement, Medicare, property and casualty, and long-term care 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 works with third-party money managers and delivers managed solutions primarily through a platform relationship with Envestnet and Pershing.

Gregory Weiss is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, and has 21 years of industry experience. His prior roles include positions at BancWest Investment Services and Bank of the West, as well as running his own consulting firm, Weiss Consulting. Outside of his advisory work, he owns Weiss Films, a company involved in film production and editing, and serves as an at-large board member of the Omaha Roadrunners, a nonprofit Christian-based athletic 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 mainly through a platform relationship with Envestnet and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Kyle Hansen is a Series 66-credentialed advisor with Mutual of Omaha Investor Services, Inc. He has four years of industry experience, including roles at JP Morgan Chase, J.P. Morgan Securities, and Wells Fargo. Hansen is based in Omaha, NE. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement consulting. The firm delivers managed solutions primarily through Envestnet and acts as a conduit to third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2019. Outside of his advisory work, he serves as a volunteer board member for the Religious Formation Advisory Board at St. Stephen the Martyr Catholic Church and operates a sports cards and memorabilia resale business. 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 relationship with Envestnet.