Sharbel Chartouni is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. His work history includes roles at Charles Schwab & Co., Inc. and various positions outside the financial industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with a non-discretionary approach.

Melissa Moreno is a financial advisor with J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Her prior roles include positions at Wamu Investments, Inc., and she is currently a partner at Jetta Realty LLC, a business established to generate Airbnb rental income. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with a process supported by centralized due diligence and a range of derivative and commodities capabilities.