Aaron Vilinsky is a Series 66-registered financial advisor with J.P. Morgan Securities, based in New York, NY, and has three years of industry experience. His prior roles include positions at J.H. Darbie & Co., Boise State University, and Real NY. 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, delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Milton Kinley Jr. is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 credential and previously worked with Iron Birch Advisors at Ameriprise Financial Services LLC. 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.

Evelyn Torres is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 66 and Series 63 licenses with four years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2021 and previously held roles at Bank of America and CVS. Evelyn has been affiliated with Baruch College since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations within the J.P. Morgan organization.

Anasavanh Sitthivong is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities in 2025, Anasavanh worked at Merrill Lynch from 2022 to 2025 and held roles at JPMorgan Chase Bank, N.A. from 2021 to 2022 and again starting in 2025. Anasavanh also has six years of experience at Stellar Home Health Care Inc. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Gregg Panski is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab, TD Ameritrade, Merrill, and Bank of America. J.P. Morgan Securities LLC serves primarily institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Joshua De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Requisite Capital Management and Katerra before joining J.P. Morgan in 2022. J.P. Morgan Securities specializes in investment consulting and advisory services primarily for institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Justin Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Synovus Bank, TIAA-CREF, and PNC Bank. He is based in Palm Beach, 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Hok In Un is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan, he worked at Tumi Inc. from 2016 to 2020. He has held positions at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020. 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 in its recommendations and delivers services on a non-discretionary basis.

Pedro Zapata III is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 designations and 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Wendy Venegas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is a part-owner of residential real estate properties. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Armour is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. Prior to joining J.P. Morgan, he was affiliated with Southern Methodist University and has involvement in two rental property ventures, Tight Lines and Sunshine LLC and Stand By Me LLC, where he participates in property renovations and management. 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 applying an ESG eligibility framework in its recommendations.

James Foshee Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Adam Hutchison is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. 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 and investment management capabilities.

Shandy Coleman McGuire is a financial advisor with J.P. Morgan Securities in Lexington, KY, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 an ESG eligibility framework.

Nancy Marchand is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 66 and Series 63 designations and previously worked at Goldman Sachs and Goodwin Procter. Marchand is based in Boston, MA, and is also an employee of JPMorgan Bank, allowing her to offer certain bank products and services alongside her advisory role. J.P. Morgan Securities 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 in its investment recommendations.

Sara Steigerwald is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. Her prior work includes six years at Wells Fargo Clearing and Wells Fargo. She is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer a range of bank products including deposit and credit services. 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.

David Ransom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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 team 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-making authority.

Dylan Plaster is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Northwestern Mutual, and Prospect Home Finance. Outside of finance, he has experience working with USA Cinema Services LLC and Red O Taste of Mexico. J.P. Morgan Securities 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 in its recommendations.

Reynolds Ospina is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at First Republic Securities Company and First Republic Investment Management. 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 its team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Trevor Wurtzebach is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with JPMorgan Chase Bank and J.P. Morgan Securities for the past 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of wealth advisors.