Cornelius Aldridge is a Series 66-licensed advisor with J.P. Morgan Securities. He has one year of industry experience and previously served in the U.S. Army from 2020 to 2024. He has held various positions including roles at JPMorgan Chase Bank and the University of Michigan. 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.

Richard Patrick III is a financial advisor with J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Fifth Third Private Bank and AXA Advisors, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, which integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its investment recommendations.

Christian Mendyk is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2021. Prior to his career in finance, Mendyk held various positions outside the industry, including roles at Detroit Water Ice Factory and Fuzzy's Family Restaurant. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jeramey Lynch is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with J.P. Morgan Securities since 2009. Outside of his advisory role, Lynch is the sole proprietor and investor of TINPB LLC, a multi-family residential real estate business managed by a third party. J.P. Morgan Securities 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 services on a non-discretionary basis.

Esther Seely is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2024 and has held prior roles in various sectors including food service and education. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence in its approach. The firm applies an ESG eligibility framework when recommending strategies and offers a range of products through its affiliation with the broader J.P. Morgan organization.

Alex Weber is a Series 66-licensed financial advisor with J.P. Morgan Securities in Birmingham, MI, with two years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, Northwestern Mutual, and teaching positions at Hope College. 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 to guide its recommendations.

Trenton Zylinski is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. His prior roles include positions at Uniservices and Northwestern Mutual, as well as work at Michigan State University. 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 an ESG eligibility framework in its advisory process.

Christian Atabong is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. He has one year of industry experience, including roles at JPMorgan Chase Bank and Clarkston Capital Partners. His background also includes time at Michigan State University and work at Franklin Hills Country Club. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Connor Wallis is a financial advisor at J.P. Morgan Securities in Birmingham, MI, holding a Series 66 designation. He has one year of industry experience and previously worked at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Kautex Textron, among other roles. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized reporting and integrates an ESG eligibility framework when recommending investment strategies.

Kelley Saros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Maki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMORGAN Chase Bank, N.A., J.P. Morgan Private Bank, and First Merchant's Corporation. Outside of finance, he has experience managing a lawn care business and worked at Meadowbrook Country Club. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Adam Albert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at JPMorgan Chase Bank and service in the Michigan House of Representatives. Outside of finance, he has been involved with the Greater Canton Youth Baseball Association. 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 delivers these services alongside brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Lindsey Philipp is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022. Outside of finance, she was involved with BeautyCounter from 2021 to 2024 and has held multiple roles at Hillsdale College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm applies quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Akinwale Adebayo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and was previously with Merrill for eight years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Michael Lau is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Sageview Advisory Group and Bloomfield Hills Financial. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Kouya Takeshita is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMORGAN Chase Bank, N.A., and involvement with several small businesses such as Detroit Wing Company and Funding Pros LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a centralized due-diligence framework. The firm combines large institutional advisory operations with additional market-facing registrations and functions.

Nicholas Wilkie is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2014. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a combination of institutional advisory operations and affiliated brokerage and investment management capabilities.

Heather Subran Marsh is a Series 66 licensed financial advisor with five years of industry experience. She is currently affiliated with J.P. Morgan Securities, having previously worked at Merrill and Bank of America in various roles since 1998. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering non-discretionary asset allocation recommendations supported by a centralized due-diligence framework.

Maxwell Hunt is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 credentials and one year of industry experience. He previously worked at Victory Capital Management, Schechter Investment Advisors, Hunt Capital Management LLC, and Neuberger Berman Group LLC. 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 an ESG eligibility framework to support its investment recommendations.

Robert Tanner is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank NA 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 an ESG eligibility framework.