Robert O Roark is a Series 66-licensed financial advisor with 10 years of industry experience. He is currently with J.P. Morgan Securities and has held prior roles at JP Morgan Chase Bank, Bank of America, Target, Chase Investment Services Corp., and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm utilizes centralized due diligence and combines quantitative and qualitative research to support its advisory process.

Marco Lopez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Morgan Stanley, E*TRADE Securities LLC, Charles Schwab, and Bank of America. Lopez is currently based in Altamonte Springs, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by a centralized due diligence team and includes broader capabilities such as futures and security-based swap dealer services.