William Beckett is a CFP® and ChFC® with 11 years of experience in the financial services industry. He has been with Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2017. Outside of his advisory work, he is a partner in a small family business, Evolution Pets, LLC, where he occasionally assists with recordkeeping. 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 range of third-party money managers and platforms, including Envestnet and Pershing, to deliver tailored investment solutions.

Carol Coldanghise is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and bringing 49 years of industry experience. She has been with Mutual of Omaha and its affiliated firms since 1975. 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 operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Anna Bertrand is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to her current role, she worked at Mutual of Omaha Insurance Company and was employed at St Albans Country Club. Outside of her advisory duties, she works as a welder and painter for a local metal railings company. 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 primarily through a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Gabriel Martinez is a financial advisor with Mutual of Omaha Investor Services, Inc. and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including 11 years with NYLife Securities and 8 years with Mutual of Omaha. Martinez is also licensed as an insurance agent, selling life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through third-party money managers and its own platforms. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a wide client base with various investment and retirement solutions.

Shawn Mcgregor is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 66 licenses and has 22 years of industry experience, including multiple tenures at Mutual of Omaha Investor Services dating back to 2015. 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 like Envestnet and Pershing, delivering managed investment solutions through approved model portfolios and third-party manager relationships.

Bethany Scott is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having 15 years of industry experience. She has been with Mutual of Omaha Investor Services since 2011 and Mutual of Omaha since 2009. In addition to her advisory role, she manages a home remodeling business, Brock's Custom Builders LLC. 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 delivers managed solutions primarily through Envestnet and acts as a conduit to third-party managers, operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Hayden Langenburg 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 background includes roles at Mutual of Omaha Insurance Company and Century 21 Vanguard, where he is also active as a real estate agent. He previously worked at a law firm and in the RV parts and service industry. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement consulting primarily through a platform partnership with Envestnet.

John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also licensed as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning solutions. The firm delivers its services primarily through platform relationships with Envestnet and Pershing, combining advisory capabilities with broker-dealer and insurance businesses within the Mutual of Omaha group.

Carson Hottovy is a financial advisor at Mutual of Omaha Investor Services, Inc. with Series 63 and Series 65 credentials and one year of industry experience. Prior to joining the firm, he was involved in the hospitality sector, including managing The Good Life Sports Bar and Grill. He 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, third-party money manager relationships, and managed account programs through platforms such as Envestnet and Pershing.

Adam Mahoney is a financial advisor at Mutual of Omaha Investor Services, Inc. with 10 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. In addition to his advisory role, he is an insurance agent specializing in health, life, 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 uses a platform relationship with Envestnet and serves clients through a combination of in-house and third-party management solutions.

Joseph Gazda is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. Prior to his advisory role beginning in 2020, he worked for Infogroup for 14 years. He is the founder of Gazda Financial Group and also works as an insurance agent and part-time Uber driver. 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 third-party platforms and integrates advisory services with broker-dealer and insurance distribution within the Mutual of Omaha group.

Luke Hamblin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Mutual of Omaha and its associated entities since 2019 after working at GM Financial for one year. 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 consulting. The firm uses a platform relationship with Envestnet and Pershing custodians, delivering managed solutions through approved model portfolios and third-party managers.

Brent Paulsen is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and also works as a licensed insurance agent specializing in life and health insurance lines and annuities. Outside of his advisory role, he has worked part-time as a security guard at a local event arena and as a substitute driver for a school district. 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 operates primarily through a platform relationship with Envestnet and delivers managed solutions using MOIS-approved model portfolios and third-party money managers.

Bennett Slater is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and two years of industry experience. Prior to his current role, he worked at Metro Credit Union and has a background that includes various positions in motorsports and retail. He is also an insurance agent specializing in fully underwritten life insurance, annuities, and health-related 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 delivers managed solutions primarily through a platform relationship with Envestnet and partners with Pershing as custodian, serving a broad client base ranging from non-HNW individuals to high-net-worth clients.

Albert Armendariz is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. His work history includes positions at Mutual of Omaha since 2019, as well as roles at Ivy Funds Distributor and Waddell & Reed Inc between 2015 and 2019. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans. The firm offers a range of managed solutions including financial planning, managed account programs, and retirement plan consulting, primarily delivered through a platform relationship with Envestnet.

Michael Sandoval is a financial advisor with Mutual of Omaha Investor Services, Inc. based in Phoenix, AZ. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 32 years of industry experience. He has been affiliated with Mutual of Omaha and its related entities since 1993. Outside of advisory work, he is involved in fixed insurance sales covering life, disability, long-term care, critical illness, and Medicare supplement insurance. Mutual of Omaha Investor Services, Inc. provides advisory and financial planning services to individuals, corporations, and qualified retirement plans, offering managed account programs and third-party manager relationships primarily through a platform with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, serving a broad client base with various investment and retirement solutions.

Isaac Flamenco is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 13 years of industry experience. He has worked at Mutual of Omaha and its Investor Services division since 2011. Flamenco is also active as an insurance agent focusing on life, health, and other insurance products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of financial planning, managed account programs, and retirement plan consulting. The firm uses platforms such as Envestnet and Pershing and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Warren Baba is a financial advisor with Mutual of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience and has been affiliated with Mutual of Omaha and its Investor Services division for over 30 years. He is based in Honolulu, HI, and his business activities include life insurance, health insurance, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including retirement plans, using managed account programs and third-party money manager relationships. The firm operates within the Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of financial planning and investment solutions.

Luke Ter Hark is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. Prior to joining Mutual of Omaha, he worked at Northwestern Mutual and Pharmacist Mutual Insurance Company. Outside of advisory work, he is involved with TerHark Financial Services LLC and is a partner in a real estate development business through K3L Enterprises, LLC. 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.

Phillip Tsang is a financial advisor with Mutual of Omaha Investor Services, Inc. in Honolulu, HI. He holds Series 63 and Series 65 credentials and has 14 years of industry experience. He has been with Mutual of Omaha and its Investor Services division since 2011 and 2012, respectively. Tsang is also licensed as an insurance agent for life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides financial advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and retirement plan consulting. The firm primarily delivers solutions through partnerships with third-party money managers and platforms such as Envestnet, serving both non-high-net-worth and high-net-worth clients.