Nichole Saray is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Clearing Services, Wells Fargo Bank, Frost Bank, and A+ Federal Credit Union. J.P. Morgan Securities offers 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework.

Erica Sigholz is a Series 66-licensed financial advisor at J.P. Morgan Securities with five years of industry experience. She has worked at several firms including Edward Jones, Wells Fargo Clearing, and JPMorgan Chase Bank, N.A. In addition to her advisory work, she was involved in an entrepreneurial venture with Cruholz LLC dba Putt for Dough LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and research.

Steven Wendler is a financial advisor at J.P. Morgan Securities in Austin, TX, holding Series 63 and Series 66 licenses with 14 years of industry experience. His prior roles include positions at Charles Schwab, Strategic Advisers Inc., and Fidelity Brokerage Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a due diligence process that combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.