Casey Cremen is a Series 66-licensed financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, he worked at First Republic Bank for seven years. Outside of his advisory work, Casey is a partner in ACE Wine Co LLC, a small wine business involved in fruit purchasing, wine production, and sales. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Clarissa Locke is a Series 66 licensed advisor with J.P. Morgan Securities in Columbus, OH, where she has worked for 10 years since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Peter Hernandez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Morgan Stanley and Morgan Stanley Bank NA. He is currently based in Plantation, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Catherine Hunt is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2023 and at JPMorgan Chase Bank, N.A. since 2002. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Robin Fetterolf is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014. In addition to her advisory role, she is also an employee of J.P. Morgan Bank, enabling her to offer certain banking products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Ryan Boren is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with four years of industry experience. His work history includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, as well as a position at Proper Taxation in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brad Terry is a financial advisor with J.P. Morgan Securities in Frankfort, IL. He holds Series 63 and Series 66 licenses and has seven years of industry experience. His prior roles include positions at Bank of America, Prudential Insurance, and Chubb. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured, non-discretionary process that combines quantitative asset-allocation modeling and centralized due diligence.

Alice Lee is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2003. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services through a select group of Wealth Advisors, focusing on approved funds and strategies.

Russell Johnson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1977. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, holding a Series 66 designation and nine years of industry experience. His background includes roles at Merrill and Bank of America, and he has also worked at Noblesville High School. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support investment recommendations.

Peter Aiello is a CFP® and Series 66-registered advisor with J.P. Morgan Securities, based in Brookline, MA. He has four years of industry experience, including prior roles at Bank of Canton and various wealth management firms. Outside of finance, he briefly managed Pop's Fine Wines in 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Brandriff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has worked with various J.P. Morgan entities since 2012, including J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juliana Adarve is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the CFA® designation along with Series 65 and Series 66 licenses. Since 2014, she has worked at JPM Chase National Corporate Services, Inc. and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Margaret Dooley is a financial advisor with J.P. Morgan Securities in Atlanta, GA, holding a Series 66 designation and seven years of experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Jackson Healthcare and Cancer Treatment Centers of America. J.P. Morgan Securities LLC provides institutional consulting services to clients including corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Catherine O'Connell is a CFP® with 12 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. Her prior roles include positions at Northern Trust Bank and JPMorgan Chase Bank. She also manages an inherited portfolio through RLB O&G LLC, assisting with bill approvals and annual tax preparation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Evelyn Richey is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., as well as positions outside of finance in organizations such as Corepower Yoga and Fort Worth Brain And Spine Institute. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Connor Schultz is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2019. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Yan Yan is a financial advisor at J.P. Morgan Securities in Boston, MA, holding Series 66 and Series 63 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Yan worked at East West Bank and held roles at Overseas Students Services Corp, Starbucks, and Golden Restaurant, Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Monica Badia Rodarte is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities since 2017, with prior experience at UBS and Universidad Anahuac. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers its services on a non-discretionary basis, with clients retaining final decision-making authority.

Joseph Phillips is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. He is based in Woodinville, WA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.