Mutual of Omaha Investor Services, Inc.

Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 credentials and has four years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2020, he worked at OneShare Health and in education with Kaplan Higher Education and Ancora Education. 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 a range of managed account programs and financial planning solutions. The firm utilizes platform relationships with Envestnet and Pershing to deliver investment management and consulting services.

Shane Swanson is a financial advisor at Mutual of Omaha Investor Services, Inc. with 31 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including New York Life Insurance Company and Eagle Strategies. In addition to his advisory role, he is licensed as an insurance agent, focusing on life, annuity, disability, and long-term care insurance. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts, operating primarily through a network of Investment Advisor Representatives who recommend approved products and strategies.

Noah Hennessey is a financial advisor with 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 2023, he worked at Pinnacle Bank from 2020 to 2023. Outside of his advisory role, he is also active as a Mutual of Omaha Insurance Agent, focusing on life, health, and annuities products. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, operating primarily through a network of Investment Advisor Representatives who recommend model portfolios and third-party managers on an approved platform.

Sarah Whitmore is a ChFC® credentialed financial advisor with 13 years of industry experience, currently affiliated with Mutual of Omaha Investor Services, Inc. She has been with Mutual of Omaha and its affiliated investor services firm since 2012. Outside of her advisory role, she is also licensed as an insurance agent specializing in life, health, and annuities products. Mutual of Omaha Investor Services, Inc. serves a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed accounts, and retirement plan advisory services primarily through a network of Investment Advisor Representatives who utilize approved third-party managers and model portfolios.

Lucas May is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked at TD Ameritrade for seven years before joining Mutual of Omaha and its investor services division in 2020. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and discretionary strategies.

Derek Loudenback is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63, 65, and 66 credentials and 18 years of industry experience. His prior roles include positions 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 and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and managed accounts through a network of Investment Advisor Representatives utilizing approved model portfolios and discretionary strategies.

Rebecca Jordan is a Series 66-licensed financial advisor with 13 years of industry experience. She is currently with Mutual of Omaha Investor Services, Inc. and has previously worked at Northern Lights Distributors, LLC, Northwestern Mutual Investment Management, Michael F Tews, and Securities America. Outside of her advisory role, she owns and operates an interior house painting business in Bellevue, Nebraska. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, third-party money manager programs, and retirement plan consulting through a network of Investment Advisor Representatives using model portfolios and approved managers.

Brent Herrera is a CFP®-certified financial advisor with Mutual of Omaha Investor Services, Inc., bringing seven years of industry experience. Prior to joining Mutual of Omaha, he worked at Fremont Bank and was involved in the food service industry with Jj's Pie Co. He serves as a director of the Dublin Chamber of Commerce and is an insurance agent specializing in health, life, dental, vision, 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 through a platform relationship with Envestnet and uses Pershing as custodian and broker-dealer, delivering managed solutions that include MOIS-approved model portfolios and third-party money manager options.

Rebecca Meister is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and six years of industry experience. She is also the CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, which operates in the light industrial equipment sector. 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 offers various model portfolio options tailored to client needs.

Eric Gibson is a financial advisor with Mutual of Omaha Investor Services, Inc., holding CFP® and ChFC® designations and over 22 years of industry experience. He has been with United/Mutual of Omaha since 2002. Outside of his advisory role, he serves as a supervisory board member and co-chairman of the Diamond Way Buddhism Foundation and is active as a traveling teacher of Buddhism and meditation. Mutual of Omaha Investor Services, Inc. provides advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers financial planning, managed account programs, and retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

John Lanier is a financial advisor at Mutual of Omaha Investor Services, Inc. with 18 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining Mutual of Omaha Investor Services, he worked at Mutual of Omaha Insurance Company, Assurance IQ LLC, United Laboratories Inc, and AAA Club Alliance Inc. He serves as a vestry member of Christ Episcopal Church in Luray, VA. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans through a variety of managed account programs and third-party money manager relationships. The firm operates alongside broker-dealer and insurance distribution businesses within the Mutual of Omaha group, offering integrated investment and insurance solutions.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and four years of industry experience. His career includes service in the US Army from 1995 to 2016 and roles at New York Life Insurance Company and Wayland Baptist University. He is also licensed as an insurance agent, specializing in life, health, and fixed annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individual and corporate clients, including financial planning and managed account programs. The firm utilizes platform relationships with Envestnet and Pershing, offering a range of model portfolios and third-party money manager options.

Jason Swiercek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has 26 years of industry experience. He has been with Mutual of Omaha Investor Services since 2013. Outside of his advisory role, he owns and operates a yard service business. 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 utilizes platform relationships with Envestnet and Pershing to deliver its investment solutions.

Meghan Gray is a financial advisor with Mutual of Omaha Investor Services, Inc. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Her prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Hornor, Toensend, & Kent LLC, and Tekaccel Technologies. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals—including non‑high-net-worth and high-net-worth clients—as well as corporations and qualified retirement plans. The firm offers a range of managed account programs and financial planning services, delivering solutions primarily through a platform relationship with Envestnet.

Jason Konno 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. He has worked at Mutual of Omaha Investor Services since 2017 and was previously with Mutual of Omaha Insurance Company starting in 2016. In addition to his advisory role, he is licensed as an insurance agent for life, health, and property/casualty insurance lines. 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 uses Pershing as custodian and broker-dealer, while operating alongside affiliated broker-dealer and insurance businesses.