Yulando Wallace is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, Series 65, and Series 66 licenses and bringing 32 years of industry experience. He previously worked at Lincoln Financial Securities Corporation before joining Mutual of Omaha in 2019. In addition to his advisory role, he provides insurance products including life, health, annuities, and disability coverage, and conducts education workshops for federal employees. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans through financial planning and managed account programs, utilizing platforms like Envestnet and custodians such as Pershing. The firm operates within the broader Mutual of Omaha group alongside broker-dealer and insurance businesses, offering a range of investment advisory and insurance services.

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.

Bruce Arnold is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Mutual of Omaha since 1996. Outside of his advisory role, Arnold operates a sales and marketing consulting business and serves on the Massanutten Military Academy Alumni Association. 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 primarily delivers these solutions via a platform relationship with Envestnet and utilizes Pershing as custodian and broker-dealer.

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.

Mason Butcher is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he was not employed in the financial advisory field. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm operates through its platform relationships with Envestnet and Pershing and offers a range of third-party and in-house managed solutions.

Philip Sessoms Jr. 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 nine years of industry experience, all with Mutual of Omaha entities since 2017. Outside of advisory services, he is also an insurance agent specializing in life, disability, long-term care, annuities, and group health insurance, and operates Sessoms Consulting LLC, also known as Philip Sessoms Financial Services. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through various 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 clients access to multiple investment and insurance solutions.

Alexander Stefanic is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses. He has been with Mutual of Omaha since 2025 and has prior experience at firms including Ernst & Young LLP and PricewaterhouseCoopers LLP. 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 to deliver managed solutions and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Ronald Alley is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked with Mutual of Omaha Investor Services and Mutual/United of Omaha Insurance Company since 1990. He also operates a financial services DBA established for tax purposes that offers life insurance and Medicare-related products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans using a range of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group, offering integrated financial solutions.

Thomas Huddleston Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company since 2019, following prior roles at LPL Financial LLC and Middleburg Bank. Outside of his advisory work, he is also active as an insurance agent specializing in life, health, and annuity products and is involved with Fresnel Financial Services, LLC. Mutual of Omaha Investor Services, Inc. serves individuals, corporations, and qualified retirement plans by offering financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and custodial services from Pershing, delivering managed solutions that include both firm-managed and third-party model portfolios.

Daniel Morozov is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Mutual of Omaha Insurance Company and has experience in law and physical therapy fields. 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 through various managed account programs and financial planning services. The firm operates within the Mutual of Omaha group, offering investment solutions alongside broker-dealer and insurance activities.

Virginia Pillow is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding the ChFC® designation along with Series 65 and Series 63 licenses. She has 12 years of industry experience and has been with Mutual Of Omaha since 2013. In addition to her advisory role, she is licensed as an insurance agent specializing in life, health, dental, 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 utilizes platform relationships with Envestnet and Pershing to deliver managed solutions and operates alongside insurance and broker-dealer businesses within the Mutual of Omaha group.

Tyler Clay is a financial advisor at Mutual of Omaha Investor Services, Inc. with nine years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to his current role since 2018, Tyler worked at Wells Fargo Clearing Services, LLC and Wells Fargo Bank NA. Outside of advising, he serves as COO and is a 50% owner of Triple C Ranch, a family business involved in buying and selling cattle. 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 utilizes a platform relationship with Envestnet and acts as an intermediary between clients and third-party money managers.