Mei Ang Zheng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and ten years of industry experience. She has been with JPMorgan Chase Bank and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Man So is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Chase Bank in various capacities since 2001. Outside of his advisory role, he works as a home care attendant for a family-run assisted living business. 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.