M Holdings Securities, INC.

Deborah Oneil is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining AEM Partners, LLC and Assured Equity Management Corporation in 2022. In addition to her advisory roles, she serves as Vice President and Director of AEM Business Services Corp., providing legal counsel and strategic oversight, and acts as a partner at AEM Partners LLC, offering financial and investment advice to business owners and individuals. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services.

John Lawson is a CFP® with 29 years of industry experience, currently serving at M Holdings Securities, Inc. since 2001. He is also principal of Waxman Lawson Financial, a role he has held since 1998. Outside of his advisory work, Lawson is a trustee for Acton Business School, a board position at an MBA program. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Henry Pfleger is a financial advisor at M Holdings Securities, Inc. He holds a Series 65 designation and has prior experience at firms including Troluce Capital Advisors, ExodusPoint Capital Management LP, CreditSights, and Bloomberg LP. In addition to his advisory role, he is involved as an analyst developing quantitative trading strategies at L1 Capital Global. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and Member Firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and custodial providers.

Roger Cammon is a financial advisor with M Holdings Securities, Inc. in St. Louis, MO, holding Series 63 and Series 65 licenses and with 43 years of industry experience. He has worked at M Holdings Securities since 2001 and previously at Equitable Advisors and Axa Advisors. Outside of his advisory work, he serves on the finance committee of St. Louis Priory School and is president of Cammon Company, in addition to holding a board position at Equitable Agents Reinsurance Company. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Financial Professionals. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and sub-advisory services, and supports client portfolios through multiple sponsored platforms and affiliated investment vehicles.

Brian Coleman is a financial advisor with M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has been with M Holdings Securities since 2014. 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 firms. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, and is noted for its role as a promoter and co-adviser for unaffiliated RIAs and third-party managers.

Michael Moorhead is a financial advisor at M Holdings Securities, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at M Holdings Securities since 2006. Moorhead is also a managing partner at Tippett, Moorhead & Haden, an Alera Group firm specializing in fixed life settlements and other insurance products. Additionally, he serves on the board of directors for Sunwest Bank and participates in community and nonprofit activities, including a homeowners association board and political campaign volunteering. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives and independent firms. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance-contract advisory services.

William Stoddart is a financial advisor with M Holdings Securities, Inc., holding Series 63 and Series 66 credentials and 42 years of industry experience. He has worked at M Holdings Securities since 2013 and has been involved with McInnes Group since 2015, where he serves as Vice President of Financial Services. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that serves a diverse client base through a nationwide network of independent firms. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.

John Pollock is a financial advisor at M Holdings Securities, Inc. in Portland, OR, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at M Holdings Securities since 2016 and previously at Scottrade, Inc. since 2004. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network. The firm offers a variety of advisory services, including investment management, retirement plan consulting, and sub-advisory services, and operates multiple sponsored platforms while supporting affiliated advisers and third-party managers.

Shiv Enakar is a CFP® with three years of industry experience, currently affiliated with M Holdings Securities, Inc. He has held prior roles at Fidelity Investments, Verity Wealth Partners, Ameriprise, and other firms. Outside of financial advising, he operates a ticket resale business and has managed investment property through Enakar Airbnb LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of Investment Advisor Representatives. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, and insurance-contract advisory services, utilizing multiple sponsored platforms and third-party managers.

Jack Davies is a Series 66-licensed financial advisor with M Holdings Securities, Inc. He has experience working at Vie International Financial Services and Macquarie Group Limited. Davies is also involved with Vie International Financial Services Ltd in London, where he serves as a Private Client Advisor handling sales, operational, and back-office functions. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, financial planning, and sub-advisory services, working with various custodial platforms and third-party managers.

Harold Hollinger is a financial advisor with M Holdings Securities, Inc. based in Newark, Delaware. He holds a Series 66 designation and has 53 years of industry experience. Since 2000, he has served as CEO and principal of Newton One, LLC, providing services including insurance, consulting, and trust administration. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers investment management, retirement plan consulting, financial planning, and sub-advisory services through a network of independent advisors and sponsored platforms.

Christopher Blanke is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. His prior roles include positions at First Command, Fisher Investments, Avantax, and BBVA, among others. Blanke also serves as a FINRA Dispute Resolution Arbitrator, presiding over cases and rendering final decisions. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, and sub-advisory services, and utilizes multiple sponsored platforms and third-party managers in its investment approach.

Matthew Munyon is a financial advisor with M Holdings Securities, Inc. based in Omaha, NE. He holds Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Swartzbaugh Farber since 2019 and previously at Holmes and Munyon, PC, and Scheels All Sports. Munyon is also involved with Swartzbaugh Farber & Associates, Inc. as a retirement plan administrator. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients nationwide. The firm offers a range of advisory services including investment management, retirement plan consulting, and financial planning through a network of independent advisors and sponsored platforms.

Jeffrey Barefoot is a financial advisor at M Holdings Securities, Inc. with 41 years of industry experience. He holds a Series 63 designation and has been with M Holdings since 2004. He is also the President and CEO of Ressourcement, Inc. and serves as a board member for the Foundation for Life of Northwest Ohio. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, and retirement plan clients through a nationwide network of independent advisors. The firm offers a range of advisory services including investment management, financial planning, and sub-advisory services, utilizing multiple platforms and third-party managers.

Lenia Muro is a financial advisor with M Holdings Securities, Inc., holding a Series 66 designation and 19 years of industry experience. She previously worked at Commonwealth Financial Network from 2012 to 2021 before joining M Holdings Securities. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual, corporate, retirement plan, and other clients through a nationwide network of advisors. The firm offers a range of advisory services including investment management, retirement plan consulting, financial planning, and sub-advisory services, utilizing multiple sponsored platforms and third-party managers.