Christopher Bozzuto is a CFP®-credentialed financial advisor with seven years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. He has worked with Mutual of Omaha entities since 2018 and operates Bozzuto Health & Life Inc., which has been active since 2011. Bozzuto is also licensed as an insurance agent, focusing on health, life, dental, vision, disability, long-term care, fixed annuities, and Medicare-related plans. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a range of managed account programs and financial planning options. The firm leverages platform relationships with Envestnet and Pershing and combines investment advisory with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

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.

Sheldon Nix is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has been with Mutual of Omaha and its affiliated investor services since 2010. Outside of advising, he is president and CEO of Exceed Wealth & Retirement Group, Inc., which focuses on investment, financial planning, and 401(k) sales and marketing. 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 primarily through a platform relationship with Envestnet.