Adam Farber is a CFP® with 24 years of experience in the financial industry. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2013 and previously worked at Merrill and Vellum Financial. 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 investment approach.

Janet Avedisian is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and over 21 years of industry experience. Her work history includes roles at Washington Mutual, Wm Financial Services, and the State of California. Outside of her advisory duties, she serves as a caregiver for her parents as needed. 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 brokerage, distribution, and investment management capabilities.

Lander Aldrei Lacsina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and three years of industry experience. He has worked at J.P. Morgan Securities LLC since 2022 and has also been employed at JPMC BANK NA since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized manager due diligence, including an ESG eligibility framework in its recommendations.