Michael Iley is a Series 66-licensed financial advisor with 23 years of industry experience. He has worked at M Holdings Securities since 2017 and also serves as Managing Director of LoVasco Consulting Group, where he provides ongoing and project consulting to retirement plan sponsors. His prior experience includes roles at Kestra Financial Services and Arthur J. Gallagher & Co. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a wide range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and financial planning.

Jill Ingersoll is a financial advisor with M Holdings Securities, Inc. She holds Series 63 and Series 65 licenses and has 18 years of industry experience. Jill previously worked at Rose Street Advisors, LLC for 11 years and currently owns and operates Doerschler & Associates Wealth Management LLC, focusing on wealth management and employer-sponsored plans. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and professionals. The firm provides a range of advisory and brokerage services, including investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Juan Ruiz is a CFP® with 19 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. He has worked at PRUCO Securities, LLC and Prudential Insurance Company of America since 2007 and serves as Chief Executive Officer of Interamerican Financial Consulting Group, Inc., DBA UFC4Wealth. Outside of financial services, he is the owner of Riviera Last Dance, Inc., a corporation that holds the title of a boat, and president of SKLR Ventures LLC, an entity created to own a boat. 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 provides a broad range of advisory and brokerage services, including discretionary and non‑discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Carter Howes is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 65 credential and four years of industry experience. He has worked with McInnes Group, Inc. since 2019 and was previously employed at Benedictine College from 2016 to 2021. Outside of his advisory role, he has experience as a financial analyst focusing on retirement planning and insurance sales. 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 investment management, retirement plan consulting, financial planning, and insurance advisory.

James Olson is a financial advisor with M HOLDINGS SECURITIES, Inc. in Omaha, NE, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. He has been with M HOLDINGS SECURITIES since 2009 and also serves as an Account Manager at Swartzbaugh Farber & Associates, a role he has held since 2000. 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, combining investment management delivered by its Financial Professionals with third-party sub-advisors and model portfolios, supported by comprehensive trading and reporting platforms.

Jason Hildebrant is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes three years at Scottrade. 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 insurance advisory, utilizing both portfolio managers and third-party sub-advisors to support its investment approach.

Dennis Eslick is a financial advisor with M HOLDINGS SECURITIES, Inc., holding a Series 63 credential and 43 years of industry experience. He has been president of Eslick Financial Group, Inc. since 2006 and has worked with M. Holdings Securities, Inc. since 2001. Outside of his advisory work, he serves on the UNI Panther Scholarship Club Board, which raises funds for scholarships through UNI Athletic Club activities. M HOLDINGS SECURITIES, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, and utilizes both in-house portfolio managers and third-party sub-advisors to support its investment offerings.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. 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 investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Stephen Target is a financial advisor with M Holdings Securities, Inc. He holds a ChFC® designation and has 34 years of industry experience. Prior to joining M Holdings in 2016, he was involved with Newton One Investments, LLC. Outside of his advisory work, he serves on the advisory board of Pete’s Sake Cancer Respite and is a board member of the nonprofit Founding Forward. 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 offers a range of advisory and brokerage services, with investment management delivered both by in-house portfolio managers and selected third-party sub-advisors.

Cory Shaver is a financial advisor at M HOLDINGS SECURITIES, Inc. with four years of industry experience. He holds a Series 65 designation and has worked at Rose Street Advisors and Summit Pointe. Cory’s background also includes a role at Western Michigan University. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a network of independent firms. The firm offers a range of advisory and brokerage services, combining investment management with retirement plan consulting and insurance advisory, supported by both in-house portfolio managers and third-party sub-advisors.

Matthew Kasper is a CFP® certified financial advisor with 16 years of industry experience. He is currently affiliated with M HOLDINGS SECURITIES, Inc. and Cohn Financial Group, where he serves as a director and insurance producer, providing insurance consulting for corporations and high net worth clients. Kasper's prior experience includes roles at Citigroup Inc. and PriceWaterhouseCoopers LLP. 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 investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Dov Robinson is a financial advisor with M Holdings Securities, Inc., holding a Series 66 credential and 21 years of industry experience. He has been with M Holdings since 2017 and previously worked at Kestra Financial Services and his own firm, The Robinson Financial Group, where he serves as vice president. Outside of his advisory work, Robinson is involved in community and charitable activities, including membership at YU Kollel Torah MiZion and serving on the board of Camp Moshava Wildrose. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a national 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, and insurance advisory, supported by third-party sub-advisors and platform providers.

Ann Marie Liotta is a financial advisor with M HOLDINGS SECURITIES, Inc. in Houston, TX, holding a Series 66 designation and nine years of industry experience. She previously worked at Lombard International and currently has roles with Cohn Financial Group and Starboard Advisors LLC, where she provides expertise on tax and investment structures and advises on insurance. She also serves as a producer at Gallagher, focusing on life insurance education and solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms and Financial Professionals nationwide. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, utilizing both internal portfolio managers and third-party sub-advisors.

Mark Walton is a financial advisor with M HOLDINGS SECURITIES, Inc. based in San Juan Capistrano, CA, holding CFP® and Series 63 credentials with 40 years of industry experience. He has been involved with M Benefits Solutions and M HOLDINGS SECURITIES since 2015 and has operated Walton Financial Consulting since 1990. Walton also serves as president and director of Fortis Assurance, Inc., a captive insurance company, and holds leadership roles related to risk management and compensation oversight at affiliated entities. 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 discretionary investment management, retirement plan consulting, and insurance advisory. The firm employs suitability-based recommendations supported by ongoing monitoring and uses third-party sub-advisors and platform providers to facilitate investment management.

Adam Clough is a CFP®-designated financial advisor with six years of industry experience, currently affiliated with M Holdings Securities, Inc. in Portland, OR. His prior work experience includes roles at Vie International Financial Services, Ltd., Bridge Financial Group, LLC, and M Financial Group. 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 offers a range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, utilizing both internal portfolio managers and third-party sub-advisors.

Korbett Roberts is a financial advisor with M HOLDINGS SECURITIES, Inc. in Waco, TX, holding a Series 63 designation with 24 years of industry experience. He has been with M Holdings Securities since 2009 and previously worked at Erben Associates, LLC and TCS Insurance Agency, Inc. Roberts serves as a board member of the Baylor Family Business Institute, providing strategic direction and support. M Holdings Securities, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a 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 and insurance advisory, supported by portfolio managers and third-party sub-advisors.

John Sharkey is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and CFA® designations and has 22 years of industry experience. His prior roles include long tenure at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, as well as positions at MassMutual and Equitable Advisors. Outside of his advisory work, he serves on the Finance Committee at the Church of Saint Leo the Great. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent firms and professionals. The firm offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, utilizing both in-house portfolio managers and third-party sub-advisors.

Jake Andl is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding a Series 66 designation and eight years of industry experience. His work history includes roles at M Holdings Securities since 2018 and a prior position at M Financial Group in 2017. He also has experience working at the University of Oregon from 2016 to 2018. 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, including investment management, retirement plan consulting, financial planning, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Roberto Gomez is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds a Series 66 designation and has previously worked at Fred Meyer, Portland Community College, and Umpqua Bank. 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, utilizing a suitability-based approach and both discretionary and non-discretionary investment management programs.

Richard Smarg is a financial advisor at M HOLDINGS SECURITIES, Inc. with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. In addition to his work at M HOLDINGS, he is president of Retirement & Insurance Resources, LLC and managing member of Advanced Choice Technology, a company focused on decision-making programs. 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 broad range of advisory and brokerage services including investment management, retirement plan consulting, and insurance advisory, using a combination of portfolio management, third-party sub-advisors, and platform providers.