Matthew Munyon is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Swartzbaugh Farber since 2019 and previously held positions at Holmes and Munyon, PC, Scheels All Sports, and Waddell & Reed. Munyon is also involved in retirement plan administration through Swartzbaugh Farber & Associates, Inc. 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, and financial planning, supported by platform providers and sub-advisory arrangements.

Robert Swartzbaugh is a financial advisor at M HOLDINGS SECURITIES, Inc. with 51 years of industry experience. He holds the ChFC® designation and Series 63 license. He has been with M HOLDINGS SECURITIES since 2001 and also serves as President and CEO of Swartzbaugh-Farber & Associates, Inc., a firm he has been involved with since 1993. Outside of his advisory roles, he serves on the Tomlinson Woods HOA Board in Omaha, NE, where he participates in community governance and acts as a neighborhood historian. M HOLDINGS SECURITIES, Inc. provides a range of advisory and brokerage services to individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals. The firm offers investment management, retirement plan consulting, financial planning, and insurance advisory services, employing both direct portfolio management and oversight of third-party sub-advisors.

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.