Mason Avni is a financial advisor with J.P. Morgan Securities in Boca Raton, FL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Fidelity Investments and JPMorgan Chase Bank, N.A. Mason's background includes roles outside finance, such as with Aldi and Commercial Building Consultants 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.

Michael Baumhor is a CFP® with 13 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. 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.