Mutual of Omaha Investor Services, Inc.

Michael Baum is a financial advisor with Mutual of Omaha Investor Services, Inc. in Denver, CO, holding Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at OneShare Health and Kaplan Higher Education. In addition to his advisory role, he works as an insurance agent specializing in 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 retirement plan consulting, primarily through its network of Investment Advisor Representatives who recommend approved model portfolios and managers.

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. He has worked with Mutual of Omaha Insurance Company and Fremont Bank and was previously involved in the food industry with Jj's Pie Co. Herrera serves as a director of the Dublin Chamber of Commerce and holds a role as an insurance agent specializing in health, life, dental, vision, 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, managed account programs, and retirement plan consulting through a network of Investment Advisor Representatives who utilize approved model portfolios and third-party managers.

Timothy Frid is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Allianz Life and Farmers Insurance. He is also licensed as an insurance agent, focusing on life, health, annuities, and disability insurance. 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 account services, primarily through its network of Investment Advisor Representatives.

Rebecca Meister is a financial advisor at Mutual of Omaha Investor Services, Inc. with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Mutual of Omaha since 2019. Outside of her advisory role, she is CEO of The Meister Agency, LLC, an insurance agency, and is involved with Meister Integrated Composites, LLC, a light industrial equipment business. 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 model portfolios and approved third-party managers.

Natalie Knight is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and eight years of industry experience. She has been with Mutual of Omaha Investor Services since 2017 and also has a background with Mutual of Omaha Insurance Company beginning in 2015. Outside of her advisory role, Knight is a board member of the Virgin Islands Government Workforce Development Board and serves as vice-president and secretary of the Dorothea View Home Owners Association. 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 a range of financial planning and managed account solutions through a network of advisors who utilize approved third-party managers and model portfolios.

Alfonso Gonzalez Mendez 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 Investor Services since 2025 and also has experience at Mutual of Omaha Insurance Company beginning in 2024. Prior to his financial career, he worked at Marquette University and Academia del Perpetuo Socorro. 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 a range of financial planning and managed account solutions primarily through its network of Investment Advisor Representatives.

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. Outside of his advisory role, he serves as a vestry member at Christ Episcopal Church in Luray, VA. 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, managed accounts, and retirement plan consulting through a network of Investment Advisor Representatives using approved platforms and model portfolios.

John Hunn is a financial advisor with Mutual of Omaha Investor Services, Inc. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to his current role, he served in the US Army for 21 years and has worked at New York Life Insurance Co and Wayland Baptist University. He is also active as an insurance agent specializing in life, health, and fixed 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 retirement plan consulting, primarily through its network of Investment Advisor Representatives who utilize model portfolios and approved third-party managers.