Kelly Luft is a financial advisor with J.P. Morgan Securities in Chandler, Arizona, holding a Series 66 designation and 11 years of industry experience. She has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research and includes ESG considerations within a broadly supported institutional platform.

Aaron Hyde is a financial advisor with J.P. Morgan Securities in Chandler, AZ, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and was previously with Chase Investment Services Corp. from 2006 to 2012. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, incorporates ESG criteria, and offers access to derivatives and commodities capabilities through affiliated entities.

Rea Mayer is a Series 66 licensed financial advisor with 19 years of industry experience, currently with J.P. Morgan Securities. Prior to joining J.P. Morgan in 2020, Mayer held positions at RBC Capital Markets, UBS Financial Services, and Citigroup Global Markets. Mayer serves on the Board of Trustees at the Desert Botanical Garden in Phoenix, where they chair the Planned Giving Committee and participate on the Finance Committee. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Adrienne Borchers is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, concurrently affiliated with 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 advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program integrates quantitative and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Jaren Packard is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019. Prior to that, he was with Bank of America and Merrill from 2009 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.