New Albany, OH Office

Peyton Miller is a financial advisor at M HOLDINGS SECURITIES, Inc. with one year of industry experience. He holds the Series 65 designation and has previously worked at Integrity Alliance, LLC, Lion Street Advisors, McHenry Advisers, Inc., and Morgan Stanley. 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 broad range of advisory and brokerage services, including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, and insurance advisory.

Michael Vellucci is a financial advisor with M Holdings Securities, Inc. He holds a Series 65 designation and has experience working at multiple firms, including Integrity Alliance, LLC, Lion Street Advisor, and McHenry Advisers, Inc. His background also includes roles outside the financial industry, such as work at The Ohio State University and Whalen Lawn & Landscaping. M Holdings Securities, Inc. serves a wide range of clients through a nationwide network of independent Member Firms and Financial Professionals, offering advisory and brokerage services including investment management, retirement plan consulting, and financial planning. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing various programs and ongoing client review processes.