Judy Maxwell is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a ChFC® designation along with Series 63 and Series 65 licenses. She has over 30 years of industry experience, having worked with Mutual of Omaha since 1993. Outside of her advisory role, Maxwell is a board member of the Redding Rotary Club and owns several insurance-related businesses. 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 uses Pershing as custodian and broker-dealer, with advisors often recommending approved model portfolios and third-party money managers.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. 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 coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Zachary Sippl is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Prior to his current roles, he worked at Great Lakes Coca-Cola and is a part-owner and active participant in Sports Hub Bar & Grill. 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 investment programs.

Travis Minegar is a financial advisor with Mutual of Omaha Investor Services, Inc. in Waukesha, WI, holding Series 63 and Series 65 credentials and 13 years of industry experience. Since 2013, he has been with Mutual of Omaha Investor Services and Mutual of Omaha. Outside of his advisory role, he is a partial owner of 32Thirty Financial LLC and 32Thirty Health Solutions LLC, which focus on financial marketing and health insurance products, respectively. Mutual of Omaha Investor Services provides advisory services to individual clients, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm uses platform relationships with Envestnet and Pershing to deliver managed solutions and works alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Paul Pourreza Jourshari is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked with Mutual of Omaha and its investor services division since 2019. In addition to his advisory role, he owns an online retail business called Paul Pourreza and is also licensed as an insurance agent specializing in life, health, and accident 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 platforms like Envestnet and emphasizes model portfolios and third-party manager relationships.

John Vanbeusekom is a financial advisor at Mutual of Omaha Investor Services, Inc. with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Mutual of Omaha Investor Services and its predecessor Mutual/United of Omaha since 1985. Outside of his advisory role, he serves as vice president of the Gridiron Club of Germantown, a nonprofit organization that raises funds for community football programs. 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 operates managed solutions primarily through Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Franklin Mohri is a CFP® professional with 26 years of industry experience, currently serving at Mutual of Omaha Investor Services, Inc. since 2002. He also has a long-standing teaching role at Santa Monica College. Outside of financial advising, he owns a family floral business, Rosengarden Florist, in Tarzana, CA, although he is not involved in its day-to-day operations. 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 a platform relationship with Envestnet and employs a range of model portfolios and third-party manager relationships.

John Wysong is an advisor at Mutual of Omaha Investor Services, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Mutual of Omaha Insurance Company and long-term service at Fremont RE-2 School District. Outside of his advisory work, he serves as a volunteer firefighter with the Florence Volunteer Fire Department and is a board member of the Florence Fire Protection District; he also works as a part-time EMT-intermediate for Gunnison Valley Health and provides EMS consulting for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing a range of managed account programs and financial planning options. The firm delivers these services primarily through platforms like Envestnet, acting as a conduit to third-party money managers, and operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses.

Chad Mihm is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Mutual Of Omaha since 2009. In addition to his advisory role, he is involved in insurance sales 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 delivers managed solutions primarily through Envestnet’s platform and works alongside broker-dealer and insurance distribution businesses within the Mutual Of Omaha group.

Steven Galavotti is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 credential and 14 years of industry experience. He previously worked at Edward Jones for seven years before joining Mutual of Omaha in 2019. Outside of advising, he serves on the board of directors at Southcoast YMCA and is a silent partner in two car wash businesses. Mutual of Omaha Investor Services, Inc. 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 supports a range of investment options and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Michael Hickey 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 Investor Services and Mutual of Omaha Insurance Company in 2025, he worked at several organizations including South Dakota School of Mines & Technology and Cargill, Inc. He is also licensed as an insurance agent for life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, including one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, combining advisory with broker-dealer and insurance services within the Mutual of Omaha group.

Tyler Stoltze is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and three years of industry experience. Before joining Mutual of Omaha Investor Services in 2022, he worked at Mutual of Omaha Insurance Company starting in 2021. Outside of advisory services, Tyler is also an insurance agent specializing in life, health, and annuities. 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 primarily through partnerships with Envestnet and Pershing.

Hayden Lassek is a financial advisor at Mutual of Omaha Investor Services, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at West Gate Bank and Mutual of Omaha Insurance Company. In addition to his advisory role, he is licensed as an insurance agent specializing in life, health, and annuity products. 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. The firm predominantly delivers managed solutions through Envestnet and partners with Pershing as custodian and broker-dealer, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Joshua Wemple is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 license and with seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Voya Financial Advisors and BKD, LLP. Outside of his advisory role, he serves as board president of the nonprofit Good Dads Inc. and coaches youth soccer with Sporting Springfield Soccer 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 primarily delivers managed solutions through platform relationships with Envestnet and emphasizes model portfolios managed by approved third-party managers.

Thomas May is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 66 designation and has nine years of industry experience. Prior to joining Mutual of Omaha in 2019, he worked at MML Investors Services and Massachusetts Mutual Life Insurance Company. May is also a co-founder and partner of Herrera May Wealth Management, a financial services 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 primarily delivers managed solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers.

Kevin Smith is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked with Mutual of Omaha and its affiliated entities since 1985. In addition to his advisory role, he is licensed as an insurance agent, working extensively in health, life, annuities, long-term care, disability income, critical illness, and property and casualty insurance, and operates under the name Smith Insurance Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs, third-party money manager relationships, and retirement plan consulting. The firm delivers solutions via Envestnet’s platform and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Logan Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2023, he worked at Bank Midwest and Brookside Labs. He is also active as a licensed insurance agent, specializing in life, health, disability insurance, and annuities. 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 primarily delivers solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.

Caleb Peterson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha since 2013. In addition to his advisory role, he is an insurance agent specializing in 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 with Envestnet and Pershing, working with third-party managers and internal advisors to deliver tailored investment solutions.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. 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 platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Cherie Drew is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her career includes roles at Mutual of Omaha Insurance Co and The Prudential Insurance Company of America. She is involved in nonprofit work as a board member of The House Church, Inc., and teaches the use of QuickBooks software to churches through her company, Counting the Cost, LLC, as well as volunteer efforts with Succourer Ministries. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and employs Pershing as custodian and broker-dealer, delivering managed solutions with options for discretionary authority among advisors, third-party managers, and platforms.