Francis Burke Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. holding CFP® and ChFC® designations and 49 years of industry experience. He has worked at M. Holdings Securities since 2001 and has been with Perspective Financial Group LLC, an Alera Group Company, since 2011. Burke manages a seven-person team and provides services in insurance, investments, and financial, estate, and business planning. 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 broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, and insurance advisory, using both in-house portfolio managers and third-party sub-advisors.

Shane Johnson is a financial advisor with M HOLDINGS SECURITIES, Inc., holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been associated with Perspective Financial Group LLC and M Holdings Securities since 2011. Johnson serves as a director for the Philadelphia Estate Planning Council, contributing to educational programming and member recruitment. 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 provides a broad range of advisory and brokerage services, combining investment management with financial planning and retirement plan consulting, supported by platform providers and third-party sub-advisors.

Matthew Mayer is a CFP® with 13 years of industry experience, currently associated with M Holdings Securities, Inc. and Perspective Financial Group since 2021. He previously worked at Brumbaugh Wealth Management and spent eight years at THE Vanguard Group. Outside of his advisory work, he serves as treasurer for Chester County Young Life, assisting with budgeting and financial reviews. M Holdings Securities, Inc. serves a broad range of clients, including individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm provides a variety of advisory and brokerage services, including discretionary investment management and retirement plan consulting, supported by a platform that combines portfolio management and third-party sub-advisors.