M Financial Asset Management, Inc.

Robert Olson is a financial advisor with M Holdings Securities, Inc. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Morningstar Investment Management, LLC and Nuveen Asset Management, LLC. M Holdings Securities, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving individual clients, corporate entities, retirement plans, and others through a nationwide network. The firm offers a range of advisory services including discretionary and non-discretionary investment management, retirement plan consulting, financial planning, sub-advisory services, and specialized insurance-contract advisory services.

Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Charles Schwab and TD Ameritrade. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a network of advisors and manages approximately $1.5 billion in assets. The firm offers diversified, risk-based model portfolios with discretionary investment management and sponsors a wrap fee Managed Portfolio Program.

John Wendland is a financial advisor at M Financial Asset Management, Inc. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Aldrich Wealth LP and Cambridge Investment Research, Inc. prior to joining M Financial Asset Management in 2022. M Financial Asset Management serves individuals, high-net-worth clients, retirement plans, and other entities through a nationwide network of advisors. The firm manages approximately $1.5 billion in client assets using diversified, risk-based model portfolios that include mutual funds, ETFs, individual securities, and third-party managers, with systematic rebalancing and portfolio-level tax considerations.

Nathan Perry is a CFA® charterholder with 19 years of experience in the financial services industry. He is currently with M Holdings Securities, Inc., having joined in 2023, and previously worked at Fisher Investments and Blackrock Investments, Inc. Perry serves as secretary for the Allen Eagle Lacrosse Club, a nonprofit organization, where he assists with board meeting notes, budgeting, and fundraiser planning. 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, financial planning, and sub-advisory services, working through a network of Financial Professionals who tailor recommendations based on client objectives and risk tolerance.