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.

Liam Millican is a financial advisor at M HOLDINGS SECURITIES, Inc. with Series 63 and Series 65 credentials. He has two years of industry experience, including roles at Doerschler & Assoc Wealth Mgmt and James Miller Financial. 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 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, supported by a combination of portfolio managers and third-party sub-advisors.

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.