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.

Melanie Roberts is a financial advisor at United Brokerage Services, Inc. with seven years of industry experience. She holds the Series 66 designation and previously worked at Equitable Advisors and Edward Jones. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and trust clients. The firm offers a variety of investment programs, primarily managing client assets on a non-discretionary basis, and maintains affiliations with United Bank and Wells Fargo.

Lashae Mcmillan is a financial advisor at Signal Advisors Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at firms including Fidelity Investments, Bank of America, and Merrill. Lashae also serves in an insurance sales capacity through McGregor Financial Group, providing life insurance and annuity products. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation strategy combined with fundamental, quantitative, and technical analysis, while supporting a high volume of retail accounts across its multi-team structure.

James Massengill is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with Capitol Securities Management since 2013. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors by providing brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts and various wrap fee programs, employing a range of investment instruments and third-party money managers.

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.

Kent Engelke is a financial advisor with Capitol Securities Management, Inc. in Glen Allen, VA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Capitol Securities since 2008. Outside of his advisory role, he is a managing partner of KKD LLC, a single-purpose real estate rental business. Capitol Securities Management serves individuals, corporate and charitable clients, trustees, and plan sponsors, providing brokerage and investment advisory services alongside financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through a variety of account types and investment vehicles, delivering advice via a network of representatives who develop client-specific investment policies.

John Coulter is a Series 66 licensed advisor at Capitol Securities Management, Inc. with eight years of industry experience. He has been with Capitol Securities Management since 2016 and has prior work experience at Red Robin. Capitol Securities Management serves individuals, including high-net-worth clients, corporate and charitable organizations, trustees, and plan sponsors by offering brokerage and investment advisory services along with financial planning, pension consulting, insurance products, and educational seminars. The firm manages assets through separately managed accounts, wrap fee programs, third-party money managers, and model portfolios.

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.

Timothy Nasworthy is a CFP® with 14 years of industry experience currently advising at MissionSquare Retirement. He has held roles at Icma Rc, Pie-Tech Inc, Teleperformance USA, and Arsenal Financial Group LLC. He serves on the Investment Committee of Christ Church Episcopal, where he is involved in reviewing and voting on investment decisions for the church’s endowment fund. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans with comprehensive plan administration, recordkeeping, and advisory services. Its Guided Pathways program offers personalized investment advice and managed accounts developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

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.

Tyler Vitale is a financial advisor at Cary Street Partners with two years of industry experience. He holds a Series 66 license and previously worked in various roles outside of finance, including social media management for MCE LLC. Cary Street Partners serves a diverse client base, including individuals, corporations, trusts, and institutional clients, offering portfolio management, financial planning, and affiliated proprietary investment strategies supported by both human oversight and AI tools.

Michael Smith is a CFP® with 29 years of industry experience, currently serving as an advisor at RFG Advisory, LLC. His prior roles include positions at Kestra Financial Services, Inc. and Capstone Financial Partners. He is also licensed as an insurance agent through Ash Brokerage Insurance Solutions. RFG Advisory is a multi-team registered investment adviser managing approximately $8 billion for over 17,000 clients, including individuals, high-net-worth households, trusts, retirement plans, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its role as sub-adviser to the Bluemonte family of ETFs and its capability to manage assets for investment companies.

Caleb Vaughan is a CFP® with 12 years of industry experience and is currently affiliated with RFG Advisory, LLC. His prior roles include positions at Kestra Advisory and Concourse Financial Group. Vaughan also holds an insurance license with Ash Brokerage Insurance Solutions, where he provides variable and health insurance advice. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing about $8 billion for over 17,000 clients. The firm serves individuals, high-net-worth households, trusts, retirement plans, and institutional accounts, offering portfolio management, financial planning, retirement plan consulting, and access to alternative investments and model strategies.

Andrew Castellano is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Truist Investment Services since 2000 and Truist Advisory Services since 2016. Castellano serves as a trustee for Norfolk Collegiate School, participating in governance decisions for the private school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary and non-discretionary approaches, uses third-party platforms for manager selection and due diligence, and emphasizes inter-affiliate integration across its services.

Ryan Berry is a financial advisor with Truist Advisory Services in Richmond, VA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at SouthState Bank, LPL Financial, and a long tenure at BB&T. Truist Advisory Services provides investment consulting and advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, utilizing a combination of discretionary manager relationships and non-discretionary consulting supported by AI-enabled research tools and inter-affiliate integration.

Eric Wolf is a financial advisor at Private Advisor Group, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Charles Schwab and LPL Financial. Mr. Wolf is also licensed to sell insurance and may recommend insurance products on a commission basis, separate from his advisory services. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm provides discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to third-party asset management programs and separately managed account strategies.