Brandon Allain is a financial advisor with M HOLDINGS SECURITIES, Inc. based in Charlotte, NC, holding Series 63 and Series 65 credentials with 11 years of industry experience. He has previously worked at Axa Advisors, LLC, and has been associated with J.M. Barry & Associates, LLC since 2019. Outside of his advisory work, Allain is involved as a financial consultant specializing in life insurance and securities consultation and sales. 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, insurance advisory, and retirement plan consulting.

Clinton Crocker is a CFP® with 27 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2008. He is also CEO of JM Barry & Associates LLC, where he has held a leadership role since 1999. Based in Charlotte, NC, Crocker’s background includes extensive leadership and advisory responsibilities. M HOLDINGS SECURITIES, Inc. serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations through a network of independent Member Firms and Financial Professionals. The firm offers a range of advisory and brokerage services, combining discretionary and non-discretionary investment management with retirement plan consulting and insurance advisory.