Ray Sorrentini is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2011. Sorrentini holds Series 63 and Series 65 designations and is based in Boston, MA. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Matthew Mc Veigh is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he held various roles including positions at Robert Half and Union College. He is employed concurrently by both JPMorgan Securities and JPMorgan Bank, enabling him to offer certain bank products and services in addition to investment advisory services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

William Strabley is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC, Bank of America N.A., Merrill, and First Republic Investment Management. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Yasmine Bouchrara is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She previously worked at Middleton & Company for six years and serves on the Board of Directors for Caritas Communities, a nonprofit organization. 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 recommendations.

Kendrick Agyapong is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank in various roles since 2023. Prior to his current role, he was involved with Bentley University and the Waltham Boys & Girls Club, indicating some engagement in educational and community activities. 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 when recommending strategies.

Derek Mohamed is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America and Merrill. He is currently based in Needham, MA. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Katrina Berube is a CFA® charterholder and Series 66 licensee with 21 years of experience. She is currently a financial advisor at J.P. Morgan Securities in Boston, MA, where she has worked since 2008. In addition to her advisory role, Berube serves as a Town Meeting Member in Saugus, Massachusetts. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investments.

Imogen Smith is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to her role in financial services, her background includes positions at a variety of companies such as Warner Bros Discovery, Victoria's Secret, and Sweetgreen Inc., as well as a multi-year tenure at the University of Michigan. 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 recommendations.

Samuel Hodgson is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan. 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 delivers these services alongside affiliated brokerage and investment management capabilities on a non-discretionary basis.

Daryn Decesare is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has worked at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63 and Series 65 licenses. 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 affiliated brokerage and investment management capabilities.

Daniel Finkle is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has been with J.P. Morgan Securities LLC since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Lacey Odis Corbett is a financial advisor at J.P. Morgan Securities with 28 years of industry experience and holds a Series 66 designation. Before joining J.P. Morgan in 2017, Corbett worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, Corbett is involved in operating Artemis Boat Charters, a boat charter business on Martha’s Vineyard, and manages a video game LLC established for his son. 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 additional brokerage and investment management capabilities.

Maxwell Lang is a financial advisor at J.P. Morgan Securities LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank NA and JP Morgan Securities LLC since 2015. In addition to his advisory role, he is also an employee of JPMorgan Bank, which enables him to offer certain bank products and services, including deposit and credit products. 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 recommendations.

Dylan Smolders is a financial advisor at J.P. Morgan Securities in Boston, MA, holding a Series 66 credential and beginning his industry experience in 2026. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, The Glenmede Trust Company, and various country clubs and swim schools. 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 recommend approved funds and strategies.

Matthew Donovan is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, including a tenure at JPMorgan Chase Bank, N.A. since 2017. 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 broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Konstantinos Splagounias is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. 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 integrates large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Michael Coyne is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of banking products alongside advisory services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

William Coke is a financial advisor with J.P. Morgan Securities in Boston, MA, holding a Series 63 designation and 40 years of industry experience. He has worked with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and is part of the broader J.P. Morgan broker-dealer and banking organization.

James Hanafin is a financial advisor with J.P. Morgan Securities in Boston, MA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley and UBS Financial Services. Outside of finance, he officiates youth and high school football games through the Eastern Mass Association of Interscholastic Football Officials. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Maureen Wilson is a CFP® professional with 14 years of industry experience, currently affiliated with J.P. Morgan Securities in Auburn, MA. Her prior experience includes roles at Merrill Lynch, Bank of America, and JPMorgan Chase Bank. She is also an owner and partner of Cornerstone Property Group LLC, a real estate business unrelated to her securities work. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.