Bruce Lutomski II is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities 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.

Allison Krause is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Prior to that, she was involved with RT Foods, Inc. for ten years and worked at Kailo Fitness for one year. 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 guide their recommendations.

Juan Escobar Jr. is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2013, including a role at JPMorgan Chase Bank, N.A. since 2020. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Melissa Pleasant is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2020, with prior experience at JPMorgan Chase Bank, NA starting in 2007. Based in Chicago, IL, she operates within a large institutional firm environment. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Arnaldo Martinez is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 registrations and four years of industry experience. His prior work includes roles at Uber and Home Depot. 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.

Preston Kern is a financial advisor at J.P. Morgan Securities with CFP®, CFA®, and Series 66 designations and five years of industry experience. His prior roles include positions at First Republic Investment Management, First Republic Securities, First Republic Bank, and Wells Fargo. Kern is based in San Diego, CA. 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 manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Brian Daulton is a Series 66 registered advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank since 1996. Outside of his financial career, he serves as an ordained minister at Riverview Baptist Church, where he prepares and preaches sermons and teaches Bible classes. He also works as a youth soccer referee. 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, distribution, and investment management capabilities.

Nicholas Gambella is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Claudia Lovell is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked previously at UBS Financial Services and First Republic Securities Company, LLC. Lovell is based in Newport Beach, CA. 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 investment recommendations.

Seif Ibrahim is a financial advisor at J.P. Morgan Securities in Houston, TX, holding a Series 66 designation with 13 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, Bank of America, and Merrill. 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, distribution, and investment management capabilities.

Michael Sullivan is a financial advisor at J.P. Morgan Securities in Seattle, WA, with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at U.S. Bank for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a selective group of Wealth Advisors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Malone is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including prior roles at Merrill and Bank of America. Malone has been with J.P. Morgan Securities since 2017 and also works with JPMorgan Chase Bank NA and MCAO, LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by select Wealth Advisors and operates within a broader organization that includes security-based swap dealer and futures commission merchant registrations.

Mike Worthington is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan entities since 2014, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 investment approach.

Rivaldo Tobia is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and eMortgageFunding LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a manager-solutions team to offer customized advice and performance reporting. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Mark Agnew is a CFP® credentialed financial advisor with 12 years of industry experience, currently affiliated with J.P. Morgan Securities in Dallas, TX. His career includes roles at Ayco/Goldman Sachs & Co. LLC, United Capital Financial Advisers, LLC, Personal Capital, and The AYCO Company, L.P./Mercer Allied. 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 investment approach.

Evan Munaretto is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 65 and Series 63 designations. His prior experience includes multiple roles at Goldman Sachs & Co. LLC and JPMorgan Chase Bank, N.A. Outside of finance, he has worked with Heyday Wellness LLC and SoulCycle. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG framework when recommending investment strategies.

Sean Lockwood is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and its affiliates since 2017, following prior roles at Sagepoint Financial and APFA. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Juanjie Long is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Cetera and East West Bank. 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.

Daniel Chang is a CFP® and CFA® with 13 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined in 2023. Prior to this, he worked at First Republic Investment Management, Inc. and FIRST REPUBLIC Securities Company, LLC for eight years. Outside of his advisory role, Mr. Chang serves as a trustee for a relative's trust account. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, offering a comprehensive range of advisory and brokerage services.

Rosa Rodriguez Hurtado is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Bank of America, and Wells Fargo. Outside of finance, she has experience working in the hospitality and restaurant sectors. 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.