Jamie Alworden is a financial advisor at M Financial Asset Management, Inc. in Dallas, TX, with 11 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has worked at firms including Charles Schwab, TD Ameritrade, and Geneos Wealth Management. M Financial Asset Management serves individuals, retirement plans, trusts, corporations, and charitable organizations nationwide, offering discretionary portfolio management and risk-based asset allocation through diversified mutual funds, ETFs, individual securities, and third-party managers. The firm manages approximately $1.23 billion with a four-advisor team and emphasizes ongoing model monitoring, regular rebalancing, and client access to online performance reporting.

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 20 years of industry experience, currently serving at M Financial Asset Management, Inc. in Portland, OR. His prior experience includes roles at BlackRock Investments, Inc. and Fisher Investments. Outside of his advisory work, he is the secretary of the Allen Eagle Lacrosse Club, a nonprofit organization, where he participates in board meetings and helps with fundraising and event setup. M Financial Asset Management provides investment advisory services to individuals, retirement plans, trusts, corporations, and charitable organizations nationwide. The firm focuses on diversified, risk-based asset allocation using mutual funds, ETFs, individual securities, and third-party managers, offering model portfolios with ongoing monitoring and regular rebalancing.