Hermann Gonzalez is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with seven years of industry experience. His work history includes various roles within J.P. Morgan entities since 2018, as well as prior experience at SP Plus Corporation, Towne Park, Ltd, and Shoprite Supermarket. 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.

Mark Sochinsky is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 25 years of industry experience. He previously worked at Raymond James for 22 years before joining J.P. Morgan Securities in 2026. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sydney Konuch is a Series 66 licensed financial advisor with five years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2018 and previously held a position at PNC Bank. J.P. Morgan Securities LLC 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 investment recommendations and offers services on a non-discretionary basis, with clients making final decisions.

Eric Sutherland is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010. In addition to his advisory role, he is also an employee of JPMorgan Bank, enabling him to offer 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

George Hoang 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 since 2015. Prior to this, he worked at Thirstea for multiple overlapping periods totaling about 10 years. 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.

Scott Hutto is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, TD Ameritrade, and Scottrade. He is currently based in Cave Creek, AZ. 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 services on a non-discretionary basis.

Kyle Ackourey is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America Merrill Lynch and Equitable Advisors. His background also includes experience at Sidley Austin LLP and involvement with the Koenig Alumni Association. 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 strategies.

Tyrone Kerby is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing and JPMorgan Chase Bank, N.A. Outside of his advisory role, he serves as treasurer of a nonprofit homeowners association and coaches girls varsity basketball at Compass Public Charter School. 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 operates within the broader J.P. Morgan financial organization.

Matthew Norman is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Citigroup, Barclays Capital, and JPMorgan Chase Bank. Outside of his advisory work, he is owner and partner of Clae Concepts, a branding, social media, and web design boutique firm. 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.

Brad Waitrovich is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Wells Fargo, as well as various J.P. Morgan and First Republic affiliates. 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 when recommending strategies.

Shreya Chary is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in New York, NY. She has four years of industry experience, with prior roles at JPMorgan Chase Bank and JP Morgan Chase, and studied at Villanova University. 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 investment recommendations.

Marjorie Zethraus is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked with JPMorgan Chase and J.P. Morgan Securities since 2009. 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 incorporating an ESG eligibility framework in its recommendations.

Shuru Han is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. She has worked in various roles at JPMorgan Chase Bank and Cathay Bank. Outside of financial services, she owns two charcuterie businesses, Woof and Whisk and Shuruterie, both focused on creating curated food offerings. 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.

Ryan Hofgesang is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017, following a 15-year tenure at Charles Schwab and Charles Schwab Bank. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alex Tuttle is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Ameriprise Financial and Mass Mutual Investors Services. 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 their investment process.

Daniel Worobiec is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2018. His prior experience includes roles at Fidelity and its related entities from 2014 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies 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 financial organization.

Antonio Lopez Torrero is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank, N.A. since 2016, in addition to his role at J.P. Morgan Securities beginning in 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Grace Kennedy is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2026 and has prior experience at UBS Financial Services and Rockefeller Capital Management. Kennedy attended the University of California, Los Angeles from 2022 to 2026. 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.

Daniel Robledo is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, The Math Yogis, and American Business Bank. He also serves as an independent notary public in California. 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.

Shawn Huynh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018, and previously held roles at Citigroup and UnionBanc Investment Services. 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.