Douglas Graybeal is a CFP®-credentialed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a broader broker-dealer and banking organization and offers access to a diverse range of products through its institutional consulting services.

Matthew Moyer is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022 and previously had roles including with Canterbury Rams, Central Ohio Private Security LLP, and Ps Karlsruhe Lions. 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 an ESG eligibility framework to support client investment decisions.