Dallas, TX Office

Clayton Kuhnen is a financial advisor at M HOLDINGS SECURITIES, Inc. in Dallas, TX, with four years of industry experience. He holds Series 66 and Series 63 licenses and has previous experience at Charles Schwab & Co., Inc. and Broadridge Financial Solutions. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, high-net-worth clients, retirement plans, and charitable organizations through a nationwide network of independent financial professionals. The firm offers a broad range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory, supported by various platform providers and sub-advisory relationships.

Owen Cook Jr. is a financial advisor with M HOLDINGS SECURITIES, Inc. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Prior to joining M Holdings Securities in 2024, he worked at Charles Schwab for six years and Kestra Advisory for two years. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent 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.

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 licenses and five years of industry experience. Prior to joining M HOLDINGS in 2026, he worked at Thrivent Financial and Thrivent Investment Management Inc., among other firms. Outside of his advisory work, he provides part-time transportation services as an independent contractor for Uber Technologies. 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. The firm offers a range of advisory and brokerage services, utilizing both in-house portfolio managers and third-party sub-advisors, and emphasizes suitability-based recommendations with ongoing client monitoring.

Matthew Medell is a financial advisor with M Holdings Securities, Inc. and holds a Series 66 designation. He has seven years of industry experience, including prior roles at J.P. Morgan Securities, LLC, Morgan Stanley, Capital One Investing, LLC, and Fxcm. He is based in Dallas, TX. 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, and financial planning.

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 with M Holdings Securities, Inc. in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior roles include positions at LEVEL FOUR ADVISORY SERVICES, LLC, Prospera Financial Services Inc., E*TRADE Securities LLC, Capital One Investing, LLC, and TIAA. He also served as branch manager and supervisory principal at Level Four Advisory Services. M Holdings Securities, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities nationwide through a network of independent Member Firms and Financial Professionals, offering a broad range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.

Shannon Reed is a financial advisor with M HOLDINGS SECURITIES, Inc. in Dallas, TX, holding a Series 66 license and three years of industry experience. Prior to joining M HOLDINGS SECURITIES, Inc., Reed worked at Fidelity Investments, Gold Standard Mortgage, and Changing Lanes Credit and Financial Services, among other firms. M HOLDINGS SECURITIES, Inc. serves a diverse clientele including individuals, retirement plans, charitable organizations, and corporations through a nationwide network of independent member firms and financial professionals. The firm provides a broad range of advisory and brokerage services, combining discretionary investment management, retirement plan consulting, and financial planning with multiple platform and sub-advisory arrangements.

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 licenses and six years of industry experience. His prior work includes positions at NYLife Securities LLC, New York Life Insurance Company, and JPMorgan Securities LLC. M Holdings Securities, Inc. serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations through independent Member Firms. The firm provides advisory and brokerage services such as investment management, retirement plan consulting, financial planning, and insurance advisory, offering ongoing client monitoring and a combination of direct management and oversight of third-party sub-advisors.

Tanner Hodges is a financial advisor at M HOLDINGS SECURITIES, Inc. with two years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at M Financial Group, Tolleson Wealth Management, and The Miles Foundation. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, and charitable organizations through a nationwide network of independent Member Firms and Financial Professionals. The firm provides a range of advisory and brokerage services, including discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.