Omaha, NE Burt Street Office

Noah Hennessey is a financial advisor at Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Mutual of Omaha Investor Services in 2023, he worked at Pinnacle Bank from 2020 to 2023. Noah also works as a Mutual of Omaha Insurance Agent, focusing on 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 through platforms such as Envestnet and Pershing and integrates advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Lisa Kentfield is a financial advisor with Mutual Of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with Mutual/United Of Omaha Insurance Company and Mutual Of Omaha Investor Services, Inc. since 1990. Outside of advisory work, she operates Kentfield Financial Company, an S-Corp, and is licensed as an insurance agent for life, health, and annuity products. 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 a platform relationship with Envestnet and Pershing to deliver managed solutions and integrates advisory services with broker-dealer and insurance distribution businesses within the Mutual of Omaha group.

Mark Powell Sr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses and over a decade of experience in the financial services industry. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as involvement with Lasting Legacy Collaborative and Oxbow Life Strategies, LLC. 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 a platform relationship with Envestnet and Pershing to deliver managed solutions, combining advisory, broker-dealer, and insurance services within the Mutual of Omaha group.

Grant Runyan is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been with Mutual of Omaha since 2014. Outside of his advisory role, Runyan is a partner in Stated Golf LLC, where he manages client relationships related to custom golf apparel. 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 primarily delivers solutions through a platform relationship with Envestnet and utilizes Pershing as custodian, combining advisory services with broker-dealer and insurance operations within the Mutual of Omaha group.

Matthew Merwald is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Mutual of Omaha since 2007 and is also an insurance agent specializing in life, health, annuity, disability, long-term care, and Medicare supplements. Merwald is the owner of Merwald Financial Group, LLC, which holds a portion of Prosperity Wealth Partners, Inc. 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 operates alongside broker-dealer and insurance businesses within the Mutual of Omaha group and offers both financial planning and retirement plan consulting services.

Henri Overfelt 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 work history includes roles at Mutual of Omaha and HD Sight and Sound. He is also licensed as an insurance agent specializing in life, health, disability, long-term care, critical illness, annuities, and dental insurance. 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 and coordinating with third-party money managers.

Michael York Jr. is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 licenses, and has 14 years of industry experience. He has been with Mutual of Omaha and its investor services division since 2011. In addition to his advisory role, he works as a licensed insurance agent, focusing on life, health, and annuity insurance. 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 through platforms like Envestnet and Pershing, serving a broad client base from non-high-net-worth to high-net-worth individuals.

Michael Schroder is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds the Series 65 and Series 63 licenses and has six years of industry experience. Prior to his current role, he worked at First Command and Werner Enterprises Inc. Schroder is active as a Sarpy Chamber Ambassador and owns EZSAVIN, a business focused on affiliate marketing and handcrafted wooden products. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans with offerings that include financial planning, managed account programs, and retirement plan consulting. The firm utilizes a platform relationship with Envestnet and works with Pershing as custodian and introducing broker-dealer, delivering managed solutions through various model portfolios and third-party manager relationships.

Nickolas Frerichs is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing one year of industry experience. Prior to joining Mutual of Omaha, he worked in various roles including at Standard Heating and Air and the University of Nebraska-Lincoln. 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 uses Pershing as custodian and broker-dealer for many accounts.

Sydney Stanard is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with Mutual of Omaha Investor Services and Mutual of Omaha Great Plains since 2014. Outside of his advisory role, Stanard serves as a board member of the Northview Lincoln Business Association and works as an insurance agent specializing in life, health, and annuity products. 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 a platform approach with Envestnet and Pershing, integrating advisory services alongside broker-dealer and insurance distribution within the Mutual of Omaha group.

Thomas Kienow is a financial advisor with Mutual of Omaha Investor Services, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Mutual of Omaha in 2021, he worked at Costco Wholesale and Sonic. Outside of his advisory role, he umpire youth baseball games. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning and managed account programs through relationships with third-party managers and platforms such as Envestnet. The firm operates within the Mutual of Omaha group, combining advisory, broker-dealer, and insurance services.

Calen Griffin is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 65 and Series 63 credentials and seven years of industry experience. He has worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services since 2019. Outside of advising, he serves as a volunteer board member on the Religious Formation Advisory Board for St. Stephen the Martyr Catholic Church in Omaha and operates a sports cards and memorabilia resale business. 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 Envestnet and works alongside broker-dealer and insurance divisions within the Mutual of Omaha group.

Michael Hickey is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2025, he worked at several organizations including South Dakota School of Mines & Technology and Cargill, Inc. He is also licensed as an insurance agent for life, health, and annuities. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, including one-time and ongoing financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through Envestnet and uses Pershing as custodian, combining advisory with broker-dealer and insurance services within the Mutual of Omaha group.

Hayden Lassek is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 65 and Series 63 registrations and has three years of industry experience. Prior to joining Mutual of Omaha, he worked at West Gate Bank and has experience as an insurance agent. He is also licensed to sell life, health, and annuities insurance products. 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 collaborates with third-party money managers and uses platforms like Envestnet and Pershing to deliver managed solutions.

Logan Mueller is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company in 2023, he worked at Bank Midwest and Brookside Labs. He is also active as a licensed insurance agent, specializing in life, health, disability insurance, and annuities. 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 solutions through a platform relationship with Envestnet and integrates broker-dealer and insurance services within the Mutual of Omaha group.