Matthew Munyon is a financial advisor with M Holdings Securities, Inc., holding Series 66 and Series 63 licenses and having nine years of industry experience. He has worked at Swartzbaugh Farber for seven years and briefly at Holmes and Munyon, PC. Outside of his advisory role, he is involved with Swartzbaugh Farber & Associates, Inc. as a Retirement Plan Administrator. M Holdings Securities, Inc. serves a broad 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 investment management, retirement plan consulting, and financial planning, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Robert Swartzbaugh is a ChFC® credentialed financial advisor with 51 years of industry experience. He has been with M Holdings Securities, Inc. since 2001 and is also President and CEO of Swartzbaugh-Farber & Associates, Inc., a firm providing insurance and investment advisory services since 1993. Outside of his advisory roles, he serves as a board member for the Tomlinson Woods homeowners association in Omaha, NE. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients nationwide through a network of independent Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

James Olson is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at M Holdings since 2009 and is also associated with Swartzbaugh Farber & Associates, where he serves as an account manager focused on client services and marketing. Olson operates out of Omaha, NE. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, working through a network of Financial Professionals who tailor recommendations based on client objectives and risk tolerance.