James Mitchell Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and over 51 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1974. In addition to his advisory role, he is also licensed as an insurance agent covering life, health, disability, long-term care, critical illness, annuities, and Medicare supplement products. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm provides financial planning, third-party money manager programs, and retirement plan consulting through a network of advisors who implement model portfolios and discretionary strategies using approved platforms.

Michael Mungenast is a financial advisor at Cetera with 26 years of industry experience. He holds a Series 63 designation and has worked with firms including Concourse Financial Group Securities Inc and Vision Financial Group. Outside of his advisory role, Mungenast serves as a board member for Junior Achievement, focusing on financial education for K-12 students, and acts as an elder at Briarwood Presbyterian Church. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan solutions, and access to third-party money managers with a range of program options and fiduciary services.