M2 Financial LLC

Kyle Adams is a Series 65 licensed advisor with M2 Financial LLC, where he has worked for a total of three years since 2023. His prior experience includes roles at Genwealth Advisory Group and New Millennium Group, as well as six years at Oemeta Inc. Outside of his advisory work, Adams is the sole managing member of DUMP EM OUT LLC, a non-investment-related business. M2 Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a variety of analytical methods and incorporates derivatives and complex options strategies within client accounts.

Michele Olsen is a financial advisor at M2 Financial LLC with a Series 65 designation and two years of industry experience. She has previously worked at Genwealth Advisory Group and New Millennium Group. M2 Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm uses a variety of analytical methods and incorporates derivatives and complex options strategies in client portfolios, managing approximately $61.3 million for about 406 clients.

Brandon Wyatt is a financial advisor at M2 Financial LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including FOUNDATIONS INVESTMENT ADVISORS, llc and Teton Wealth Group. He is also involved in annuity and life insurance sales through Wasatch Retirement Planning. M2 Financial LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a range of analytical methods and includes the use of derivatives and complex options strategies within client accounts.

Manuel Negron is a financial advisor at M2 Financial LLC with seven years of industry experience. He holds a Series 65 designation and has worked at firms including Teton Wealth Group, New Millennium Group, AE Wealth Management, and GenWealth Advisory Group. Outside of his advisory role, he owns and operates an insurance agency. M2 Financial LLC manages discretionary portfolios and provides financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a variety of analytical methods and incorporates derivatives and complex options strategies in client accounts.

Randy Swartwood is a financial advisor at M2 Financial LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at GenWealth Advisory Group, New Millennium Group, and Teton Wealth Group. Outside of financial advising, he is licensed as an independent life and health insurance agent. M2 Financial LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm uses a variety of analytical methods and incorporates derivatives and complex options strategies within client accounts.