Peter Canale is a CFP® with 27 years of experience in the financial services industry. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following prior roles at Santander Bank and Santander Securities from 2017 to 2020, and MML Investors Services and MassMutual Insurance Group from 2004 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates an ESG eligibility framework in its recommendations.

Enrique Forero is a CFP®-designated financial advisor with J.P. Morgan Securities, bringing 25 years of industry experience. He has worked at J.P. Morgan since 2012, including roles at JPMorgan Chase Bank, N.A. and Chase Investment Services Corp., and previously spent six years with HSBC Securities (USA) Inc. Outside of his advisory work, he serves as a board member of a cooperative in the Bronx. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that integrates quantitative and qualitative research.

Daniel Nava is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked at several firms including TD Private Client Wealth LLC and JPMorgan Chase Bank, N.A. Prior to his advisory roles, he was employed by Amazon Flex and Red Robin Gourmet Burgers, Inc. 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 searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to construct model asset allocations.

Nelson Frias is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. Frias serves as a board member of the Putnam County Land Trust, a nonprofit focused on the protection of natural resources in Putnam County, New York. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that emphasizes written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic due diligence and forward-looking capital market assumptions to build model asset allocations.