Dallas, TX Office

Clayton Kuhnen is a financial advisor with M Holdings Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M Holdings Securities, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm offers a mix of advisory and brokerage services, combining portfolio management with third-party sub-advisors and providing ongoing suitability-based recommendations and reviews.

Porsche Davis is a financial advisor at M HOLDINGS SECURITIES, Inc. based in Dallas, TX, holding the Series 66 designation with one year of industry experience. Prior to entering financial services, Porsche worked at several companies including Prink Made and Pacific Coast Fruit Company. M HOLDINGS SECURITIES, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and professionals. The firm offers a mix of advisory and brokerage services, with investment management delivered both directly and through sub-advisors, and provides ongoing client monitoring and reviews.

Jesse Ohakam is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 66 credentials and having five years of industry experience. Prior to joining M Holdings, he worked with Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. M HOLDINGS SECURITIES, Inc. serves a diverse range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad mix of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory, supported by both internal portfolio management and third-party sub-advisors.

Matthew Medell is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds a Series 66 designation and has seven years of industry experience. His prior work includes roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. 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 range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

David Pergande is a financial advisor with M Holdings Securities, Inc. based in Dallas, TX, holding Series 63 and Series 66 licenses. He has 12 years of industry experience, including prior roles at Hilltop Securities, First Palladium, LLC, Ash Brokerage, and Mercap Securities. 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, combining discretionary and non-discretionary investment management with financial planning, retirement consulting, and insurance advisory.

Gregory Webster is a financial advisor at M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 63 and Series 65 licenses. He has been advising clients since 2012, with prior experience at New York Life Insurance Company and NYLIFE Securities LLC. 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 investment management, retirement plan consulting, and insurance advisory, utilizing both in-house portfolio managers and third-party sub-advisors.

Belle Harris is a financial advisor at M Holdings Securities, Inc. with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. M Holdings Securities, Inc. serves a wide range of clients, including high-net-worth individuals, retirement plans, and charitable organizations, through a nationwide network of independent firms. The firm offers advisory and brokerage services such as discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Thadius Beavers is a financial advisor at M Holdings Securities, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including E*TRADE Securities LLC and TIAA-CREF. He was also involved with Level Four Advisory Services as a branch manager and supervisory principal. M Holdings Securities, Inc. serves a range of clients, including individuals, retirement plans, and charitable organizations, offering advisory and brokerage services through a nationwide network of independent firms and professionals. The firm provides discretionary and non-discretionary investment management, retirement plan consulting, and financial planning, supported by platform providers and sub-advisory relationships.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. He holds a Series 66 designation and has three years of industry experience. His prior roles include positions at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services. 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 offers a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, and financial planning, supported by ongoing monitoring and use of third-party sub-advisors and platform providers.

Douglas Rand is a financial advisor with M Holdings Securities, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes positions at M Financial Group, TMRS, Bright Screen, the Army National Guard, and BNY Mellon. M Holdings Securities, Inc. serves a broad client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, utilizing various investment management programs and third-party sub-advisors to provide customized solutions.

Tara Davis is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Dallas, TX. She holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at TIAA-CREF and First Command Advisory Services. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent Member Firms and Financial Professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with financial planning and retirement plan consulting.

Austin Cannon is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding Series 65 and Series 63 credentials and six years of industry experience. His prior work includes roles at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M HOLDINGS SECURITIES, Inc. serves a range of clients including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent firms and financial professionals. The firm provides advisory and brokerage services, including discretionary investment management, retirement plan consulting, and insurance advisory, utilizing both in-house and third-party portfolio management.