Eric Lo is a financial advisor with J.P. Morgan Securities in Brooklyn, NY, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Morgan Stanley, UBS Financial Services, and JPMorgan Chase Bank. Outside of finance, he is a co-owner of Humble Cafe LLC, a coffee shop. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a systematic investment approach.

Volha Kaliada is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, with prior experience at Investors Bank and Baruch College. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research and incorporates ESG considerations within a wide range of eligible strategies.

Bryan Roytman is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Northwestern Mutual. 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 process incorporates centralized due diligence and a combination of quantitative and qualitative research to develop model asset allocations.

Mohamed Amine Saidani is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research to build model asset allocations, and it offers broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Olga Lanzetta is a financial advisor at J.P. Morgan Securities with seven years of industry experience and a Series 66 designation. She previously worked at UBS Financial Services and UBS Private Wealth Management from 2018 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations.