Michelle Conlon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has been with various J.P. Morgan entities since 2016, currently based in Altamonte Springs, FL. J.P. Morgan Securities LLC 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 brokerage, distribution, and investment management capabilities.

Jonathan Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021 and previously held roles at Bank of America and Merrill from 2016 to 2021. 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 to inform its recommendations.