Tuyet Mai Hoang is a CFP®-certified financial advisor with 13 years of industry experience, currently with J.P. Morgan Securities in Austin, TX. She has worked at JPMorgan Chase Bank, N.A. and NYLIFE Securities LLC, and previously held roles at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she is involved in real estate as an owner and partner of a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering 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 investment recommendations.

James Hickey is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, and PNC prior to joining J.P. Morgan in 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.