Mark Dunn is a Series 66-licensed financial advisor with M Holdings Securities, Inc., based in Daytona Beach, FL. He has 14 years of industry experience and has been with M Holdings Securities and Executive Compensation Group since 2011. Outside of his advisory role, he is involved as a producer and associate with Executive Compensation Group LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, and financial planning, and works through a network of independent Investment Advisor Representatives and Member Firms.

Carleton Jones is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with M Holdings Securities since 2006. Jones is also involved with Executive Compensation Group, LLC, where he serves as a registered representative and producer. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide through a network of Investment Advisor Representatives and independently operated Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Joseph Derosa is a financial advisor with M Holdings Securities, Inc. based in Daytona Beach, FL. He holds a Series 63 designation and has 33 years of industry experience. Since 2004, he has been involved with The Executive Compensation Group, where he serves as a principal. 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 investment management, retirement plan consulting, financial planning, and insurance advisory, supported by ongoing monitoring and access to third-party sub-advisors.

David Graffagnino is a financial advisor with M Holdings Securities, Inc., holding a Series 63 designation and 47 years of industry experience. He has worked with M Holdings Securities and the Executive Compensation Group since 2004. He serves as an Investment Committee Member for Halifax Health, a nonprofit healthcare organization. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.