Forrest Green is a Series 66 licensed advisor with J.P. Morgan Securities LLC, based in Houston, TX, with 21 years of industry experience. He worked at Sanford C. Bernstein & Co. for 14 years before joining J.P. Morgan in 2018. Green serves as a board member of the Houston Racquet Club, a private social and tennis club, where he participates in long-term facilities planning. 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 integrates advisory services with brokerage, distribution, and investment management capabilities.

Eric Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA before joining J.P. Morgan in 2023. 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 on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.

Brent Greeley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2021. Prior to joining the firm, he attended Tufts University. 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 incorporating an ESG eligibility framework in its investment recommendations.

Benjamin Cross is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Thrivent Investment Management and Jpmorgan Chase Bank. His background also includes roles outside finance, such as positions at McDonald's and academic experience at Cedarville University and Macomb Community College. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Camille Bice is a Series 66-registered financial advisor with J.P. Morgan Securities in Indianapolis, IN. She has one year of industry experience and has held roles at JPMorgan Chase Bank and Valeo Financial Advisors. Camille was also affiliated with the University of Notre Dame during 2024 to 2026. 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nico D'argento is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and beginning his industry experience in 2026. His prior experience includes roles at Hodges Capital and KIIAN Capital Partners, as well as a period at Baylor University. 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. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Anuj Singh 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 worked at several major firms, including Wells Fargo Bank, Bank of America, and JPMorgan Chase Bank, N.A. 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 a centralized due-diligence framework.

Clara Lynch is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to joining the firm, she gained experience in commercial real estate and completed her studies at Southern Methodist University. 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 modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Saverio Galati II is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at Northwestern Mutual and T. Rowe Price before joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. in 2021. 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 affiliated brokerage and investment management capabilities.

Ulises Barrera is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he operates a French bulldog breeding business. 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 non-discretionary program delivered by a select group of Wealth Advisors.

Kyle Honor is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Tradeweb Markets LLC. Outside of finance, he was involved with Stony Brook Pizza LLC from 2018 to 2020. 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.

Kelly Epstein is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. She has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2010. Epstein serves on the boards of the Conway Farms Golf Club and the Western Golf Association/Evans Scholarship Foundation. 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.

Nicholas Kalenik is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and began his career with JPMorgan Chase Bank and J.P. Morgan Securities in 2023. Prior to joining the firm, he worked at Uber and DoorDash and was affiliated with the University of Georgia. 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. The firm incorporates an ESG eligibility framework in its recommendations and offers a range of products including security‑based swaps and futures.

Daniel Solomon is a CFA® charterholder with 26 years of industry experience, currently serving at J.P. Morgan Securities in New York, NY. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013 and is a partial owner of Kaleidoscope Labs, a political forecasting consulting firm. Solomon is also involved in nonprofit work as a director on the boards of the Navy League of the United States - New York Council and the U.S. Naval Service Personnel Educational Assistance Fund, Inc. 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 operates with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Christian Toomey is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and engaged in roles outside finance, including in real estate and the restaurant industry. He also studied at The University of Tampa from 2022 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and integrates an ESG eligibility framework.

Brian Butler is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. His prior experience includes roles at Prideone Technologies and Tuition Ambition, LLC. 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 in their investment process.

Patrick Bergman is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked within various divisions of JPMorgan Chase and J.P. Morgan Securities 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. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering services on a non-discretionary basis.

Jordan Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Goldman Sachs and Bloomberg and holds Series 65 and Series 63 licenses. 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.

Adam Naanaa is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with five years of industry experience. He has been with J.P. Morgan Securities since 2021 and previously worked at JPMorgan Chase Bank, N.A. and TD Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Guillermo Corsino Jr. is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at Jpmorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.