Lucas May is a financial advisor at Mutual of Omaha Investor Services, Inc. with 12 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade from 2013 to 2020 before joining Mutual of Omaha in 2020. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, including financial planning, managed account programs, and retirement plan consulting. The firm utilizes platform relationships with Envestnet and Pershing, and many advisors are also licensed as registered representatives or insurance agents within the Mutual of Omaha group.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 18 years of industry experience. Prior to joining Mutual of Omaha, he worked at AGIA, Valic Financial Advisors, and New York Life. He is also involved in insurance sales and training related to 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 consulting. The firm delivers solutions through platforms like Envestnet and Pershing, and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Rebecca Jordan is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds a Series 66 designation and has 14 years of industry experience. Her prior roles include positions at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, and Securities America. Outside of finance, she owns and operates an interior house painting business. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through managed account programs and financial planning. The firm works primarily via a platform relationship with Envestnet and offers a range of third-party money manager options.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and 26 years of industry experience. He has been with Mutual of Omaha since 2013 and operates a yard care business on the side. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through platform relationships with Envestnet and custodial services from Pershing.

Nathan Hobson is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63, 65, and 66 licenses and has 24 years of industry experience. Prior to joining Mutual of Omaha in 2007, he worked at Morgan Stanley DW Inc. from 2002 to 2003. In addition to his advisory role, Hobson 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 primarily through a platform relationship with Envestnet and serves both non-high-net-worth and high-net-worth clients.

Nicholas Digilio is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2018 and previously held roles at Arbor Point Advisors and Securities America. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, 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 businesses within the Mutual of Omaha group.

Daniel Perry is a financial advisor with Mutual Of Omaha Investor Services, Inc. in Omaha, NE. He holds a Series 66 designation and has 16 years of industry experience, including prior roles at Securities America Advisors, Inc. and Securities America Inc. He has been with Mutual Of Omaha since 2019. Mutual Of Omaha Investor Services, Inc. provides advisory services to individual clients, corporations, and qualified retirement plans. The firm offers a range of managed account programs and financial planning solutions, primarily through a platform relationship with Envestnet and Pershing as custodian.

Khadija Vermaas is a financial advisor at Mutual of Omaha Investor Services, Inc. with seven years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. 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 such as Envestnet and Pershing to deliver managed solutions and operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Briana Hughes is a Series 66 credentialed advisor with 25 years of industry experience. She has worked at Mutual of Omaha Investor Services, Inc. and Mutual of Omaha since 2014. 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 Pershing platforms, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jeffrey Legband is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Mutual of Omaha Investor Services since 2019 and has prior experience at Mutual of Omaha Insurance and Mutual of Omaha Bank. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions primarily through relationships with Envestnet and Pershing.

Danielle Fosmer is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 credentials and having 18 years of industry experience. Her career includes multiple roles within Mutual of Omaha and Lincoln Financial firms over the past decade. 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 managed solutions through a platform relationship with Envestnet and serves a broad client base including both non-high-net-worth and high-net-worth individuals.

Andee Vorel is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked with Mutual of Omaha and its investor services division since 2015. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and 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.

Christopher Dunham is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to his current role, he has worked at several firms including Bridges Investment Management and Mutual 1st Federal. Outside of finance, he operates a seasonal lawn mowing and snow removal business as a sole proprietor. 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 works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Craig Carlson is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE, with six years of advisory experience. He has been affiliated with Mutual of Omaha in various capacities since 2006. In addition to his advisory role, he holds a commercial real estate license in Nebraska and occasionally earns commissions from commercial leasing transactions. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Christopher Boozikee is an Investment Advisor Representative with Mutual of Omaha Investor Services, Inc. in Omaha, Nebraska. He holds Series 63 and Series 65 designations and has 26 years of industry experience. Mr. Boozikee has been with Mutual of Omaha since 2014 and has worked as an independent advisor since 2006. 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 solutions through a platform relationship with Envestnet and acts as a conduit to third-party managers, serving a broad client base including both non-high-net-worth and high-net-worth clients.

Jessica Nieto is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and 13 years of industry experience. She has been with Mutual of Omaha since 2014. Outside of her advisory work, Nieto is active in music ministry, serving as an organist at multiple churches and providing piano lessons. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and retirement plans through various managed account programs and financial planning solutions. The firm delivers these services primarily via a platform relationship with Envestnet and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.

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.

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.

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.

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.

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.

Zachary Ehlers is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 66 registrations and bringing 11 years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Securities America Advisors and Securities America Inc. from 2015 to 2021. 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 delivers solutions primarily through a platform relationship with Envestnet and acts as a conduit to third-party money managers while operating alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Brent Batman is a financial advisor at Mutual of Omaha Investor Services, Inc. with 17 years of industry experience. He holds the Series 66 designation and has worked at Mutual of Omaha Investor Services since 2016. Prior to his current role, he was involved with Catch-A-Lobster LLC from 2011 to 2017. 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 serves a broad client base and integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Daniel Bodmann Jr. is a Series 66-licensed financial advisor with Mutual Of Omaha Investor Services, Inc., based in Omaha, NE, and has 23 years of industry experience. He has been with Mutual of Omaha and its affiliated Investor Services firm since 2016. Outside of his financial advisory role, he is a co-owner and herbalist at Land of Milk and Honey Herbs, LLC, where he provides personal health consultations and custom herbal supplements, and also co-owns Omaha Whole Living, LLC, which offers retail products and community education on healthy and natural living. 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 a platform relationship with Envestnet and operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Mark Zagurski is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Mutual of Omaha Investor Services since 1997. 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 through platform relationships with Envestnet and Pershing, delivering managed investment solutions and acting as a liaison to third-party managers.

Raisa Turner is a financial advisor at Mutual of Omaha Investor Services, Inc. with eight years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Pacific Life Insurance Company, JP Morgan Chase Bank and Securities, and Wells Fargo. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm operates through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, with advisors recommending MOIS-approved model portfolios and coordinating with third-party managers.

Jonathan Enenbach is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding a Series 66 designation and bringing 14 years of industry experience. He has been with Mutual of Omaha since 2009. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, managed account programs, and retirement plan consulting. The firm employs a platform relationship with Envestnet and Pershing to deliver managed solutions and serves a diverse client base including non–high-net-worth and high-net-worth individuals.

Alfred Skar is a financial advisor at Mutual Of Omaha Investor Services, Inc. with 28 years of industry experience, including 27 years at Mutual Of Omaha. He holds Series 63 and Series 65 certifications. 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 primarily through relationships with third-party money managers and platforms like Envestnet.

Andrew Karrmann is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Principal Securities Inc, Principal Life Insurance Company, Walnut Hill Advisors, and Thrivent Financial. Karrmann serves as a board member at large for Table Grace Ministries, a nonprofit organization in Omaha, NE. 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 delivers managed solutions primarily through a platform relationship with Envestnet and works alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Timothy Tarrence is a Series 65 credentialed advisor with Mutual of Omaha Investor Services, Inc., based in Omaha, NE. He has worked at Mutual of Omaha since 2015, accumulating 11 years of industry experience. 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 a platform relationship with Envestnet. The firm operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and delivers managed solutions using Pershing as custodian.

Matthew Chrisman is a CFA® charterholder with 17 years of industry experience. He has been with Mutual of Omaha Investor Services, Inc. since 2015. Outside of his advisory role, he serves as a Den Leader and Committee Chair for Cub Scouts Pack 283. 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 integrates broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Jemal Westbrook is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Mutual of Omaha Investor Services since 2017 and previously at Securities America Advisors and Securities America Inc. He also owns Fan4Collecting, a business that buys and sells comic books, sports cards, and other collectibles. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, third-party money manager relationships, 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 introducing broker-dealer.

Natasha Preston is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 66 designation and five years of industry experience. She has been with Mutual of Omaha since 2016 and serves concurrently in the Nebraska Army National Guard, where she provides legal advice as a Major and has served since 2008. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, utilizing managed account programs and third-party money manager relationships. The firm operates primarily through a platform relationship with Envestnet and employs Pershing as its qualified custodian and introducing broker-dealer.

Anthony Storm is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 17 years of industry experience. He has been with Mutual of Omaha Investor Services since 2015 and also serves as a Taekwondo instructor at Taekwondo America, a role he has held since 2001. 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 both non‑HNW and high-net-worth clients.