Tim Everhart is a CFP® professional with 18 years of industry experience, currently affiliated with J.P. Morgan Securities. He has been with J.P. Morgan since 2012 and has a background at JPMorgan Chase Bank dating back to 2008. Outside of his advisory role, he is involved in an e-commerce business selling sports cards. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm integrates quantitative and qualitative research supported by a manager solutions team and includes ESG considerations in its recommendations.

Peter Green is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Citigroup Global Markets and Wells Fargo. Outside of his advisory work, he is involved in coaching water polo at the high school and club levels. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative due diligence, includes an ESG eligibility framework, and leverages affiliates for implementation and portfolio services.

Vernon Hobbs is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Metlife Securities, Silicon Valley University, Merrill, Ameritas Investment Company, Hornor, Townsend & Kent, and Ameriprise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, offering a range of eligible strategies including an ESG eligibility framework.