Gregory O Connell is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 65 and Series 63 licenses and has five years of industry experience. His prior roles include positions at Brown Brothers Harriman & Co. and Fiduciary Trust Company. He also serves as Vice President at The Coyle Company Insurance Group, LLC. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, including high-net-worth clients, retirement plans, charitable organizations, and businesses through a nationwide network of independent Member Firms and Financial Professionals. The firm offers both discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services, supported by platform providers and custodial arrangements.

David Fain is a financial advisor with M Holdings Securities, Inc. based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with M Holdings Securities and its affiliated firm MCM since 2014. Outside of his advisory work, he serves on the Board of Directors for Kline Galland and is a member of the Seattle Children's Legacy Council, where he advises on charitable planning and outreach. 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 wide range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Keith Fisher is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Denver, CO. He holds Series 63 and Series 65 credentials and has 25 years of industry experience. Fisher has served as a principal at Financial Designs LTD. since 2013 and has been associated with Penn Mutual since 2004. He is a board member of the Denver Philharmonic Orchestra Foundation. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, and business entities through a nationwide network of independent firms and professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services while employing both portfolio managers and third-party sub-advisors to support client objectives.

Jordan Holding is a CFA® charterholder with five years of industry experience. He is affiliated with M Holdings Securities, Inc. and has previously worked with Lion Street Advisors, Mezrah Consulting, Morgan Stanley, and Deen King, M.D. P.A. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent Member 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, financial planning, and insurance advisory, supported by platform providers and custodial arrangements.

Scott Greenberg is a financial advisor with M Holdings Securities, Inc. and Greenberg, Wexler & Associates, holding Series 63 and Series 65 licenses with 40 years of industry experience. He is the founder and principal of Greenberg, Wexler & Eig, a firm involved in the sales and service of insurance and investment products. Outside of his advisory roles, Greenberg writes a weekly wine column for a daily newspaper and co-hosts a public affairs radio show focused on science in Park City, Utah. 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, offering a range of advisory and brokerage services with both discretionary and non-discretionary investment management.

Connor Burke is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He also serves as a principal at The Teekel Company and operates Burke & Burke Insurance, where he acts as an insurance agent. 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 broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory services.

Kyle Medley is a financial advisor with M Holdings Securities, Inc. based in Tampa, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Sentry Insurance from 2015 to 2020. He is also involved with Thomas Financial, focusing on sales of 401(k) and disability income plans. M Holdings Securities, Inc. serves a broad 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 range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory.

Milton Cohn Jr. is a ChFC®-designated financial advisor with M HOLDINGS SECURITIES, Inc. in Phoenix, AZ, where he has worked since 2000, totaling 48 years of industry experience. He also has served at Gbs Insurance And Financial Services, Inc. since 2015. Outside of his financial advisory work, he manages a horse boarding facility and holds a board position at the Phoenix Art Museum, serving on its education and community outreach committee. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services through a nationwide network of independent firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial planning, insurance advisory, and retirement plan consulting, utilizing both portfolio managers and third-party sub-advisors.

Alexander Borowiec is a financial advisor at M HOLDINGS SECURITIES, Inc. with a ChFC® designation and three years of industry experience. Prior to his current role, he worked at Madison and Main Advisors and Madison Legacy Partners, LLC. He also has a background in education, having worked full time at Lebanon Valley College for nearly two decades. 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 range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Reuben Chen is a CFP® with 37 years of industry experience, currently serving at M HOLDINGS SECURITIES, Inc. since 2015. He also founded and leads Wellspring Consulting, where he has worked since 2001. Outside of advisory work, Chen is actively involved in community and professional organizations, including founding and chairing roles in the Silicon Valley Lions Club and its foundation, as well as serving as chairman of the Asian American Insurance & Financial Professional Association (NorCal Chapter). M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory. The firm combines portfolio management with third-party sub-advisors and provides ongoing monitoring and annual reviews tailored to client suitability.

William Faassen is a CFP® professional with 19 years of industry experience, currently serving with M HOLDINGS SECURITIES, Inc. and Thomas Financial Group since 2016. He is also involved as a member of Chartbender LLC, a business unrelated to investment activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, and charitable organizations through a nationwide network. The firm provides a combination of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Robert Kulle Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 designations and has 27 years of industry experience. He is president of Heritage Capital Strategies, Inc., where he provides life insurance and financial services. Kulle also serves as a board member of the Exit Planning Institute, contributing to local chapter membership and meeting content development. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other entities through a nationwide network of independent firms and 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, utilizing both in-house portfolio managers and third-party sub-advisors.

Jeffrey Pfleger is a financial advisor with M HOLDINGS SECURITIES, Inc. in Coral Gables, FL, holding Series 63 and 65 licenses and bringing 30 years of industry experience. He has led Pfleger Financial Group since 2003 and also serves as an owner of PFG Global, Inc., both involved in investment-related activities. 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 provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by multiple custodial and platform providers.

Kristin Barens is a financial advisor with M HOLDINGS SECURITIES, Inc. in Jackson, Wyoming, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has worked with M HOLDINGS SECURITIES since 2000 and also serves as a principal and owner of Mullin Barens Sanford Financial & Insurance Services, Inc. Barens is a member of the UCLA Women's Health Advisory Board and serves as president of the board of directors for the M Center of Excellence, a charitable organization. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, and businesses through a nationwide 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. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing ongoing client monitoring and access to third-party sub-advisors and model portfolios.

Matthew Medell is a financial advisor with M Holdings Securities, Inc. and holds a Series 66 designation. He has seven years of industry experience, including prior roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. He is based in Dallas, TX. 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 offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

William Mcinnes is a Series 65 licensed advisor with 13 years of industry experience. He is currently with M HOLDINGS SECURITIES, Inc., where he has worked since 2017, and previously worked at Shadowstone Partners. He is also the President and CEO of McInnes Group, Inc., a business specializing in employee benefit counseling. Additionally, Mcinnes serves as Vice-President of the Board at the Kansas City Autism Training Center and is a board member of Saint Luke’s Foundation. M HOLDINGS SECURITIES, Inc. provides advisory and brokerage services nationwide through independent member firms and financial professionals, serving individuals, retirement plans, charitable organizations, and corporations. The firm offers a broad range of services including investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both portfolio managers and third-party sub-advisors.

David Wischmeier is a financial advisor with M Holdings Securities, Inc. in Minneapolis, MN, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with Winged Keel Group since 2025 and previously with Mbw Group, NBW Insurance Group, and Story Capital. Wischmeier serves as a board member for Saint Paul's Outreach and is the treasurer of Holy Trinity Hermitage, Inc., a charitable ministry. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and financial professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting, financial planning, and insurance advisory services.

Mark Singer Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc., holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Unum for six years before joining Newton One Advisors, where he has been active since 2020. Outside of his advisory role, he acts as a registered representative and advisor for Newton One, LLC, focusing on insurance and investment advisory services. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio management and third-party sub-advisors.

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. 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 broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Carl Doerschler is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 65 credentials and has 28 years of industry experience. His prior work includes roles at Rose Street Advisors, LLC and his own firm, Doerschler & Associates Wealth Management LLC, where he remains actively involved. He also serves as a Notary Public in Michigan. 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, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, supported by both in-house portfolio management and third-party sub-advisors.