David Kasich is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with J.P. Morgan Securities and has held previous roles at JPMorgan Chase Bank, Bank of America, Merrill, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates forward-looking capital market assumptions and an ESG eligibility framework.

Edwin Keiser is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at notable firms including Bank of America and Archford Capital Strategies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process and offers a program supported by both quantitative and qualitative research, incorporating an ESG eligibility framework in some recommendations.

Donald Tulloch is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has been with J.P. Morgan Securities and affiliated entities since 2018, and previously worked at TD Ameritrade and Scottrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research, and its program includes broader derivatives and commodities capabilities.