Deborah Oneil is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. She has worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining AEM Partners, LLC and M Holdings Securities in 2022. Outside of advisory roles, she serves as Vice President and Director of AEM Business Services Corp. and is involved in legal counsel and strategic direction at AEM Partners LLC. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm provides a range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory, using both direct portfolio management and third-party sub-advisors.

John Lawson is a financial advisor with M Holdings Securities, Inc. in Austin, TX, holding a Series 63 designation and bringing 30 years of industry experience. He has been with M Holdings since 2001 and also operates Waxman Lawson Financial. Outside of advisory work, Lawson serves as a trustee for several trusts and is a trustee of Acton Business School, an MBA institution in Austin. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services with both discretionary and non-discretionary investment management, supported by third-party sub-advisors and advanced platform providers.

Henry Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 designation and currently based in Coral Gables, FL. He has experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. Outside of his advisory role, he works as a hedge fund investment analyst developing quantitative trading strategies with L1 Capital Global. M HOLDINGS SECURITIES, Inc. serves a diverse client base nationwide, including individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management programs and sub-advisory arrangements supported by multiple platform providers and custodial relationships.

Clayton Kuhnen is a financial advisor at M HOLDINGS SECURITIES, Inc. in Dallas, TX, with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by various platform providers and sub-advisory relationships.

Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with M Holdings Securities since 2001 and also has long tenures at Equitable Advisors and Bryant Group, Inc. Outside of his advisory work, Cammon serves on the finance committee of St. Louis Priory School and is president of Cammon Company. M Holdings Securities, Inc. serves individual and institutional clients nationwide through a network of independent advisors, offering a combination of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various platforms and access to proprietary and third-party resources.

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with M Holdings Securities since 2014. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.

Michael Moorhead is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with M Holdings Securities since 2006 and co-founded Tippett Moorhead Financial Partners, LLC, where he has worked for 14 years. Outside of advisory roles, he serves on the Board of Directors at Sunwest Bank, participates on investment committees for investment funds, and is involved in community activities including a homeowner association board and political fundraising. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business clients through a nationwide network of independent firms and financial professionals. The firm offers a broad mix of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both third-party sub-advisors and proprietary platforms.

William Stoddart is a financial advisor at M Holdings Securities, Inc. with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at M Holdings Securities since 2013 and with McInnes Group since 2015. Outside of his advisory roles, he serves as vice president of financial services at McInnes Group, where he assists with insurance sales. M Holdings Securities serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and insurance advisory.

John Pollock is a financial advisor with M HOLDINGS SECURITIES, Inc. in Portland, OR, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at M Holdings since 2016 and previously at Scottrade, Inc. since 2004. Outside of his advisory work, he is a member-owner of RTNJHOLDINGS, LLC, a rental property management business. M HOLDINGS SECURITIES, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, utilizing discretionary and non-discretionary investment management, retirement plan consulting, and financial planning supported by third-party sub-advisors and platform providers.

Shiv Enakar is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds the CFP® designation and the Series 66 license. His prior experience includes roles at Fidelity Investments, Verity Wealth Partners, and Ameriprise. Outside of advising, he is involved in the selling of sports and concert tickets. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm provides a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory.

Jack Davies is a financial advisor with M HOLDINGS SECURITIES, Inc. and holds a Series 66 designation. He has one year of industry experience at M Holdings and has also worked at Vie International Financial Services for seven years. Outside of his role at M Holdings, he serves as a Private Client Advisor at Vie International Financial Services Ltd in London. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent Member Firms. The firm offers a range of investment management and financial planning services, utilizing both in-house portfolio management and third-party sub-advisors.

Harold Hollinger is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and over 53 years of industry experience. He has served as CEO and principal of Newton One Advisors since 2000. Outside of his advisory role, he is involved in insurance and trust administration through Newton One, LLC. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and financial professionals. The firm offers a range of investment management, retirement plan consulting, financial planning, and insurance advisory services, utilizing both portfolio management and third-party sub-advisors.

Matthew Munyon is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Omaha, NE, holding Series 63 and Series 66 credentials and bringing nine years of industry experience. He has worked at Swartzbaugh Farber for seven years and previously at Holmes and Munyon, PC for one year. Munyon is also involved in retirement plan administration through Swartzbaugh Farber & Associates, Inc. M HOLDINGS SECURITIES, Inc. serves a wide range of clients, including individuals, retirement plans, charitable organizations, and corporations, offering advisory and brokerage services such as discretionary investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, utilizing a network of independent firms and financial professionals across the country.

Jeffrey Barefoot is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and over 42 years of industry experience. He has served as President and CEO of Ressourcement, Inc. since 2012 and has been affiliated with M HOLDINGS SECURITIES, Inc. since 2004. In addition to his advisory roles, he is a board member of the Foundation for Life of Northwest Ohio and holds a law license with occasional volunteer pro bono work. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory.

Lenia Muro is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 66 designation and 20 years of industry experience. She previously worked at Commonwealth Financial Network from 2012 to 2021 before joining M Holdings Securities in 2021. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Kelli Gamble is a financial advisor at M HOLDINGS SECURITIES, Inc. with seven years of industry experience. She holds a Series 65 designation and previously worked at Cable Hill Partners, LLC and Northwestern Mutual. In addition to her advisory work, she coaches volleyball at the Multnomah Athletic Club in Portland, OR. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Robert Kozloski II is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 designation and 26 years of industry experience. He has worked with Evergreen Consulting, Inc. and M. Holdings Securities, Inc. since 2002. Outside of his advisory role, he serves as president of his local homeowners association, overseeing property grounds, maintenance, and related matters. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, financial planning, and retirement plan consulting, combining multiple platforms and third-party sub-advisors to support client portfolios.

Owen Cook Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining M Holdings Securities in 2024, he worked at Charles Schwab for six years and Kestra Advisory for two years. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent financial professionals. The firm offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Amy Cooper is a financial advisor with M HOLDINGS SECURITIES, Inc. She holds a Series 63 designation and has 19 years of industry experience. Amy has worked at Heirmark and M Holdings Securities since 2009 and was also with Cornerstone Consulting Group from 2009 to 2017. Outside of advisory roles, she serves as Director of Case Design and Client Service at Heirmark, where she manages client insurance reviews and life insurance case design. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a network of independent firms and financial professionals, offering a range of advisory and brokerage services including investment management, retirement plan consulting, financial planning, and insurance advisory.

Jeremy Heavey is a financial advisor with M Holdings Securities, Inc. based in Kalamazoo, MI. He holds a Series 65 designation and has four years of industry experience. Prior to joining Rose Street Advisors in 2021, he spent ten years at gracespring Bible Church. He also volunteers providing guidance and coaching to the nonprofit organization Edge Community, Inc. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement consulting and insurance advisory solutions.