Michael Hollander

JMG Group was formed in 2020 following a management buyout of JM Glendinning Insurance Brokers, led by CEO Nick Houghton, with the backing of innovative growth investors, SYNOVA. Since then, we have strengthened the group further through the addition of GTCR alongside SYNOVA, supporting a long-term strategy to further build a leading independent insurance group in the UK. Growth has come through a combination of organic development and carefully selected acquisitions, bringing together a network of respected regional brokers. We combine deep local expertise with the strength and capability of a national organisation. At the heart of our approach is a belief in people and relationships - investing in talented individuals and teams, supporting their development, and giving them the autonomy to deliver excellent services with confidence. That balance of independence and scale allows our teams to give clear, professional advice and long-term value to the businesses and individuals we work with.

Concord is your hub for every aspect of credit administration. With $60 billion under administration, 5 million accounts, and 225+ client relationships, we dont just monitor. We manage. We provide end-to-end credit administration services designed to connect investors, originators, and consumers — empowering lenders and originators with technology-driven solutions built for the way modern lending works. Founded in 1988 and headquartered in Scottsdale, Arizona, with offices in Texas and Mexico City, Concord has grown into a leading force in asset-backed finance, processing $4.5 billion in annual payments and supporting 225+ partnerships across the financial services landscape. Backed by GTCR, a premier financial services and technology investor, we are recognized for consistent growth, operational excellence, and a commitment to innovation. With decades of industry expertise and a relentless focus on compliance and security, Concord serves as the trusted partner for credit originators and lenders nationwide. For more information visit: www.concordfinance.com

AssetMark is a leading wealth management platform that provides flexible and purpose-built solutions to independent financial advisors and their clients. With our affiliates Voyant and Adhesion Wealth, we empower advisors of all models at every stage of their journey to drive client engagement and increase efficiency. Our ecosystem of solutions equips advisors with services and capabilities that would otherwise require significant investments of time and money, ultimately enabling them to deliver better investor outcomes and enhance their productivity, profitability, and client satisfaction. Founded in 1996 and headquartered in Concord, California, AssetMark serves more than 9,200 financial advisors and roughly 241,000 investor households. As of December 31, 2022, the company had $91.5 billion in platform assets. With a team of nearly 1,000 talented employees, we are committed to delivering industry-leading technology and services that empower advisors to build stronger relationships with their clients and help them achieve their financial goals.

Allspring is welcoming a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted expertise propelling us forward, we’re a company staying true to our core investment roots while reinventing ourselves to offer today’s investors a fresh perspective. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to elevate investing to be worth more. Allspring Global Investments(TM) is the trade name for the asset management firms of Allspring Global Investments Holdings, LLC, a holding company indirectly owned by certain private funds of GTCR LLC and Reverence Capital Partners, L.P. These firms include but are not limited to Allspring Global Investments, LLC, and Allspring Funds Management, LLC. Certain products managed by Allspring entities are distributed by Allspring Funds Distributor, LLC (a broker-dealer and Member FINRA/SIPC).

$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts • PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds. • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner. The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs. For more information, visit www.ultimusfundsolutions.com.

TransUnion is a global information and insights company that makes trust possible in the modern economy. We do this by providing an actionable picture of each person so they can be reliably represented in the marketplace. As a result, businesses and consumers can transact with confidence and achieve great things. This picture is grounded in our legacy as a credit reporting agency which enables us to tap into both credit and public record data; our data fusion methodology that helps us link, match and tap into the awesome combined power of that data; and our knowledgeable and passionate team, who stewards the information with expertise, and in accordance with local legislation around the world. A leading presence in more than 30 countries across five continents, TransUnion provides solutions that help create economic opportunity, great experiences and personal empowerment for hundreds of millions of people. We call this Information for Good®—it’s our purpose, and what drives us every day.

Fiduciary Trust Company is a private wealth management firm focused on families, individuals and nonprofits seeking objective advice to help grow and protect their investments. We also provide a range of services to professional financial advisors and single-family offices. Our capabilities include customized wealth planning, investment management, trustee and estate services, and family office, tax and custody services. Founded in 1885 as a family office, Fiduciary takes a personal approach based on expertise, strong performance and a genuine commitment to act in our clients’ best interests. Our client focus has enabled us to achieve a 98% average annual client retention rate for over a decade and be the recipient of over 40 industry awards over the past five years (see fidtrustco.com/awards). We have over $22 billion in assets under supervision and over 130 employees.

JMG Group was formed in 2020 following a management buyout of JM Glendinning Insurance Brokers, led by CEO Nick Houghton, with the backing of innovative growth investors, SYNOVA. Since then, we have strengthened the group further through the addition of GTCR alongside SYNOVA, supporting a long-term strategy to further build a leading independent insurance group in the UK. Growth has come through a combination of organic development and carefully selected acquisitions, bringing together a network of respected regional brokers. We combine deep local expertise with the strength and capability of a national organisation. At the heart of our approach is a belief in people and relationships - investing in talented individuals and teams, supporting their development, and giving them the autonomy to deliver excellent services with confidence. That balance of independence and scale allows our teams to give clear, professional advice and long-term value to the businesses and individuals we work with.

From day one, we’ve been dedicated to helping financial advisors build their businesses, expand their influence, and strengthen relationships with customers. Our digital marketing tools and award-winning content are unparalleled in the industry. We currently provide over 40,000 advisors and insurance agents with websites, multimedia content, and the industry’s best communication tools. FMG Suite was born in San Diego, CA in 2011. We started with a handful of advisors and creative thinkers who dared to ask the question, “How can we make a remarkable difference for advisors?” Since then, our offerings have grown from websites to a sophisticated, automated “suite” that supports advisors’ success, day in and day out. Today, we are a hardworking, fun-loving team of experts from around the world, with experience encompassing finance, law, compliance, graphic design, web development – and nearly everything in between. We love putting our creative skills toward helping your business flourish.

Clear Capital was founded with the core belief that making our customers successful opens the door to impact the mortgage industry for the benefit of all. Since 2001, our willingness to adapt to changing industry needs, customer goals and evolving technology has allowed us to become a leader in property valuation management and data solutions, and we are not done yet. We provide technology platforms that speed up loan decisioning, analytics that give real time insight into the real estate market and valuation management solutions that provide professional expertise on the condition, quality and value of residential and commercial properties. But the real difference you will experience is our unwavering desire to solve your hardest problems. Over the years we have built a team of passionate people that are committed to our customers’ success. We hire the nicest, most talented staff in the industry who embrace modern techniques and never back away from a problem. We have also been fortunate to partner with a nationwide network of independent real estate professionals (appraisers, brokers and real estate agents) that know their local market and have the experience to prove it.

Founded as an independent life insurance brokerage firm in 1989, Winged Keel Group specializes in the structuring and administration of large block life insurance portfolios for sophisticated business owners, private investors, executives, and ultra-affluent families. Since inception, we have helped clients acquire more than $95 billion of coverage using a variety of sophisticated planning and product strategies, which help our clients achieve their long-term goals. It is our commitment to excellence “beneath the surface” that sets us apart. Winged Keel Group has established a differentiated position in the market by continuously investing in an infrastructure that allows us to deliver consistent, high-quality work over long periods of time. For more information, please visit us at www.wingedkeel.com. Securities Offered through M Holdings Securities, Inc. a registered broker/dealer, member FINRA/SIPC. Winged Keel Group is independently owned and operated. • Third-party posts found on this profile do not reflect the views of M Financial Group, Inc. nor its Subsidiaries, Associated Persons or Affiliates, and have not been reviewed by M Financial Group as to accuracy or completeness. • This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. • The testimonials/recommendations used may not be representative of the experiences of other clients, and are not indicative of future performance or success.