James Mitchell Jr. is a Series 66-licensed financial advisor with Mutual of Omaha Investor Services, Inc., where he has worked since 1974, totaling 51 years of industry experience. He also maintains a long-term role as an insurance agent specializing in life, health, disability, long-term care, critical illness, annuities, and Medicare supplements. 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 within the Mutual of Omaha group and delivers managed solutions primarily through platforms like Envestnet and Pershing.

Michael Mungenast is a financial advisor with Cetera and holds a Series 63 designation. He has 27 years of industry experience, including prior roles at Concourse Financial Group Securities Inc and Vision Financial Group. He is involved in community service as a board member for Junior Achievement and serves as an elder at Briarwood Presbyterian Church. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a variety of portfolio management and financial planning services, featuring a multi-manager platform with access to both affiliated and third-party managers across multiple program structures.