Molly Barloco is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. Her work history includes roles at Morgan Stanley and Frost Brokerage Services, and she has also operated a photography business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Kate Hidalgo is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Hypatia Capital Group and UnidosUS. Outside of finance, she has experience in the hospitality and retail sectors, including a long-standing involvement with Barley On The Hudson. 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. The firm applies an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan financial organization.

Karishma Shah is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 credential and nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of her advisory role, she is the owner of K Shah Properties LLC, a real estate entity managing a rental condo. J.P. Morgan Securities LLC 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.

Michael Wiess is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. He has been with J.P. Morgan Securities since 2024 and has worked at JPMorgan Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Elizabeth Rahn is a financial advisor with J.P. Morgan Securities, holding Series 66, Series 63, and Series 65 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and previously spent four years at Northern Trust. Rahn serves as a trustee and member of the investment committee at Children's Hospital Los Angeles, a nonprofit providing critical care to children. 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. The firm operates within the broader J.P. Morgan organization and offers non-discretionary, customized investment advisory solutions.

Melanie Cash is a financial advisor with J.P. Morgan Securities in Peoria, AZ, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and J.P. Morgan Chase Bank since 2011. 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.

Jessica Ferares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2012 and worked within various J.P. Morgan Chase entities from 2007 onward. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Melinda Cloobeck is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, and previously at Morgan Stanley Private Bank from 2015 to 2018. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she offers certain bank products and services, including deposit and credit products. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mika Cogdill is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer bank products including deposit and credit services. 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. As part of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Tess Buenaventura is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., and TD Ameritrade. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Nicholas Pacenti is a financial advisor with J.P. Morgan Securities in Winfield, IL, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012, including time at JPMorgan Chase Bank, N.A., and a brief tenure at BMO Harris Financial Advisors. 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, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Colin O'Malley is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at PRUCO Securities and The Prudential Insurance Company of America. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary advisory process that combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Carter Horwitz is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Cambridge Associates and Wellington Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Mikaela Gaona is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has worked with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023 and has prior experience at the University of Florida. 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 and investment management capabilities through a non-discretionary program.

Scott Milani is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2022. In this role, he leads a team of financial professionals dedicated to providing clients with a financial planning experience that exceeds their expectations. Scott emphasizes the benefits of doing business at Fidelity, including access to a trusted brand and advanced technology. Prior to joining Fidelity, Scott served as a Regional Director at TD Ameritrade from 2014 to 2021. His experience encompasses leadership roles within the financial services industry, focusing on team management and client service. Outside of his professional responsibilities, Scott enjoys family activities, fitness, outdoor adventures, and traveling.

Phillip Walling is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2015 and concurrently with JPMorgan Chase Bank, N.A. since 2017. 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.

Samuel Rao is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory work, he is involved with Competitive Lifestyle Group LLC as a personal trainer and works at Pasta Fresca & Ravioli Co., an Italian grocery store. 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 a combination of quantitative modeling and centralized due diligence.

James Feketie is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan entities since 2018, with prior experience at Cambridge Associates from 2010 to 2017. 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 additional broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Saphora Afkhami is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at UBS, MUFG, and Fiera Capital. Outside of her advisory role, she is a co-founder of CRAIIVE, a web application designed to inventory groceries through photos. 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.

Kevin Huynh is a financial advisor at J.P. Morgan Securities in San Jose, CA, holding a Series 66 designation with 17 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.