Lance Devries is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has also been affiliated with JPMorgan Chase Bank since 2008. His prior experience includes roles at Banc One Securities Corporation and Ameriprise. 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 includes centralized due diligence with both quantitative and qualitative analysis, and recommendations may incorporate ESG criteria.

Samuel Waldron is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 14 years of industry experience. His prior roles include positions at Morgan Stanley from 2012 to 2023 and at his own firm, Waldron, from 2021 to 2024. 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 searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations and incorporates broader derivatives and commodities capabilities.