Janet Hernandez Ramos is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2012. 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, distribution, and investment management capabilities.

Laura Dore is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMORGAN Securities LLC since 2004. Outside of her advisory role, she serves as a passive co-trustee on a family trust that manages agricultural assets. 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 advisory services alongside brokerage, distribution, and investment management capabilities through a non-discretionary program where clients retain final decision-making authority.

Christa Rael is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2019, having also worked at JPMorgan Chase Bank, N.A. since 2014. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment strategies through a non-discretionary advisory approach.

Brett Bacon is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 65 and Series 63 licenses and eight years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Dalia Aguilar is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked previously at Fidelity Investments, Automatic Data Processing, and JPMorgan Chase Bank, N.A. Her background also includes roles in hospitality and education sectors. 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.

Briana Mc Dougall is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Sanibel Captiva/Tampa Bay Trust Company and The Northern Trust Company. 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 operations with brokerage, distribution, and investment management capabilities.

Joshua Waitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMORGAN Chase Bank, N.A. since 2018. Outside of his advisory role, Waitz is the owner of Claiborne Industries LLC, a personal investment LLC intended for future real estate investments. 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 broker-dealer, investment adviser, and futures commission merchant registrations.

Charles Dennis is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2006. 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 when recommending investment strategies.

Connor Seymour is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Klazroom, LLC and held various positions including roles at Old National Bank and Wal-Mart. 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 affiliated brokerage, distribution, and investment management capabilities.

Aubrey Tarpley is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan, he worked at First Republic Investment Management and Bank of America, among other firms. He serves as a California Advisory Board member for the Concussion Legacy Foundation, a nonprofit supporting individuals affected by concussions and chronic traumatic encephalopathy (CTE). J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates ESG criteria into its recommendations and operates within a broad financial organization offering access to a wide range of products.

Joyce Ward is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has worked with J.P. Morgan Securities since 2001 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she has ownership interests in several residential real estate properties in New York and Washington, DC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting 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.

Suhair Marji is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMorgan Chase and its affiliates since 2013. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Veronica Navarrete is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and over 25 years of experience in the financial industry. She has been with JPMorgan Chase Bank, N.A. since 1997 and has served at J.P. Morgan Securities in multiple periods since 2022. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory capabilities with affiliated brokerage, distribution, and investment management services.

Mahmoud Lokman is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having six years of industry experience. His prior experience includes roles at J.P. Morgan Chase and the University of Tulsa. Outside of his advisory work, he is the owner and partner of a real estate holding entity, LC - P1 LLC, though he plays no active role in its operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Brett Allen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he is part of Yanders & Associates. With over nine years of experience in the financial industry, Brett specializes in providing personalized financial planning, wealth management, and investment strategies tailored to the unique goals of his clients. His areas of focus include Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment. Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He is involved with professional organizations such as the 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. Committed to community engagement, Brett participates in several local organizations including the 100 Black Men of Western PA, Family House, the Kappa Scholarship Endowment Fund of Western PA, and the National Pan-Hellenic Council of Pittsburgh Alumni Council. Outside of his professional pursuits, he enjoys baseball, basketball, football, golfing, music, and spending time with his family.

Eugene Mendoza is a Series 66-licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in San Jose, CA. His prior experience includes roles at Wells Fargo Bank, Citigroup, Merrill, and Bank of America. Outside of his advisory work, he owns and manages a rental property in Sacramento, CA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary approach, combining institutional advisory services with broker-dealer and investment adviser registrations.

Danielle Armstrong is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 credential and previously worked at Prudential and LPL Enterprise. Armstrong is also involved in hospitality through her ownership of The Conclave LLC, where she hosts client events and tours. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Alston White is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. 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.

Eduardo Estrada is a financial advisor with J.P. Morgan Securities in Austin, TX, holding a Series 66 designation and bringing 20 years of industry experience. His career includes positions at Merrill and Wells Fargo, with multiple roles spanning both advisory and banking functions. 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 an ESG eligibility framework.

Westin Kolpas is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at E*TRADE Securities and has a background that includes service in the US Navy. He is also the owner and partner of Home Base Care LLC, a home healthcare business focused on elderly care. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.