Kyle Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan, he worked at New York Life Securities and Northwestern Mutual. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Lee is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and TD Private Client Wealth LLC. Outside of his advisory role, he is involved with home care agencies, including Elim Home Care Agency LLC and Evergreen Homecare Service of NY. J.P. Morgan Securities 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 recommendations.

Diane Lizzio is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1994. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

David Bilyk is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.