Tracee Pearson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She previously worked at Morgan Stanley and Jpmorgan Chase Bank, N.A. outside of her current role. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elliot Broadfoot is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes 18 years at Wells Fargo Securities and three years at HSBC Securities (USA) Inc. 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 due diligence and an ESG eligibility framework to inform its recommendations.

Henry Winslett III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Securities, LLC for seven years. Winslett is co-founder and Treasurer of a nonprofit organization focused on supporting families with rare diseases. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

William Sullivan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Purshe Kaplan Sterling Investments and 49 Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and offers recommendations limited to internally approved funds and strategies.

Andrea Clark is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, J.P. Morgan Private Bank, and worked at Brown University’s Curricular Resource Center. J.P. Morgan Securities 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 an ESG eligibility framework.

Vishesh Verma is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 63 and Series 66 credentials and has previously worked at Duke University and NJOY. J.P. Morgan Securities 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 an ESG eligibility framework.

Anna Stolz is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Goldman Sachs and Janney Montgomery Scott. Stolz serves on the Finance and Marketing Committee of the Women's Impact Fund, a nonprofit organization based in Charlotte, NC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Parker Joe Robinson is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including UBS, Goldman Sachs, and Guggenheim Securities. Prior to his financial services career, he was employed by the Los Angeles Angels. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors within the broader J.P. Morgan organization.

John Walsh is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 18 years of industry experience. He has worked at various J.P. Morgan entities since 2007. Outside of his advisory role, Walsh is an owner and partner in a magnet manufacturing company, Niron Magnetics. J.P. Morgan Securities LLC provides investment advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Anna Catherine Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at Golub Capital and JPMorgan Chase Bank, N.A., as well as involvement with Davidson College and Durham Academy Summer Camps. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a combination of advisory and brokerage capabilities.

Michael Fraebel is a financial advisor with J.P. Morgan Securities in Charlotte, NC. He holds Series 63 and Series 66 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Accenture LLP and Insight Sourcing Group Holdings. 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 due diligence and an ESG eligibility framework in its investment recommendations.

Robert Mc Kernan is a Series 66-registered advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A., as well as involvement with Noble Food and Pursuits. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its approach. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Caleb Wood is a CFP® with three years of industry experience, currently affiliated with J.P. Morgan Securities in Charlotte, NC. His career includes roles at JPMorgan Chase Bank, Athos Private Wealth, and Brigham Young University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kevin Lam is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase Bank, Bank of America Merrill Lynch, and private equity, as well as a four-year period at the University of South Carolina. 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 due diligence and applying an ESG eligibility framework when recommending strategies.

Conor Clougherty is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining J.P. Morgan in 2025, he worked at Guardian Wealth Advisors, LLC and several other firms. Outside of finance, he is an NCAA football official, officiating Atlantic Coast Conference games since 2015 and is involved with the National Football League’s Mackie Development Program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Christie Keenan is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2010. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Rachel Ramm is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan entities since 2022, following prior roles at Citigroup and Energy Impact Partners. Her background also includes time at the University of Florida and Publix Supermarkets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Steven Dellinger is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and having 25 years of industry experience. He previously worked at Wells Fargo Securities, LLC for 22 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of specialized services through its Institutional Consulting Services program.

Alaina Cass is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Citibank NA and Citigroup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Stephen Price is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Price serves as a board member on the finance committee of Children’s Attention Home, a nonprofit that provides services to children in need. 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 due diligence and an ESG eligibility framework in its investment approach.

Maxwell Martin is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions at Goldman Sachs and NYLIFE Securities LLC prior to joining J.P. Morgan Securities in 2026. 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 due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors and focuses on funds and strategies approved through its internal processes.

Matthew Fillion is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He previously worked at Fifth Third Bank for ten years before joining JPMorgan Securities LLC and JPMorgan Chase Bank, NA in 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sana Seth is a CFP® credentialed advisor with four years of industry experience, currently serving at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2022, she worked at PNC and has a background that includes both financial services and a role at Banana Republic. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Marie Thieman is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has one year of industry experience and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nathan Remmy is a financial advisor with J.P. Morgan Securities in Charlotte, NC. He holds a Series 66 designation and has held various roles since 2019 across financial services and other sectors, including positions at UBS, Fidelity Investments, and JPMorgan Chase Bank, N.A. He attended the University of North Carolina from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Paige Ford is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Prior to that, she was affiliated with Columbia Business School from 2015 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Charlotte Burnett is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and seven years of industry experience. Her background includes roles at JPMorgan Chase Bank and JP Morgan, as well as prior service in the United States Army. Outside of her advisory work, she is a general partner at Burnett Properties Group, LLC, providing occasional oversight for rental properties. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Brandon Kyle is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Chase Bank and Highland Consulting Associates. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ryan Cosola is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Zachary Cummings is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019, as well as prior roles at Aon Consulting and Prudential Financial. Cummings also worked with the Gettysburg College Athletic Department for four years. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Nathan Dnistran is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has held roles at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously worked at Goldman Sachs & Co from 2014 to 2018. He holds Series 63, 65, and 66 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brian Mc Call is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017 and previously at PwC from 2015 to 2017. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with multiple regulatory registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Josephine Hoberman is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles within JPMorgan entities since 2023. Outside of her advisory work, she serves on the board of Beach Chair Properties L.L.C., assisting with home maintenance projects. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kiley Baker is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and Crestone Asset Management LLC prior to her current role. Kiley serves on the finance committees of two nonprofits, Friendship Bridge and the Women’s Foundation of Colorado, where she helps oversee endowment investment performance and asset allocation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing functions and delivers its program on a non-discretionary basis.

Dean Castaldo is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank and a five-year tenure with the U.S. Naval Academy Foundation, alongside ongoing service in the U.S. Navy Reserves. 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 due diligence and an ESG eligibility framework to support decision-making.

Eli Naughton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Dyer & Company, LLC, and Fleet Feet, as well as academic experience at Davidson College. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment process.

Carrie Galloway is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has worked at JPMorgan Chase Bank and Willkie Farr & Gallagher LLP. She serves as a board member of the Young Presidents Organization, Southern Sands Chapter, a nonprofit professional group for young chief executives. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Arush Puri is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Golub Capital and JPMORGAN Chase Bank, N.A., as well as involvement with bsavvy ventures, LLC and Sprocket Sports. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Katherine Murphy is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Her career includes roles at RSM US Wealth Management, PNC Investments, Merrill, and Wells Fargo Clearing. 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 due diligence and applying an ESG eligibility framework in its recommendations.

Mark Maldonado Jr. is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within the JPMorgan Chase organization since 2020. Outside of finance, he has been involved in the restaurant business through his work with Bistro on the Falls and Crop Bistro. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling and centralized due diligence while applying an ESG eligibility framework when recommending investment strategies.

Nicholas Poston is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank, Jpmorgan Private Bank, and worked at Duke University’s Fuqua School of Business. He also served in the United States Navy from 2011 to 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Max Shockett is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2022. His prior work includes experience with the Baltimore Orioles and involvement with Red X Coffee. 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 due diligence and an ESG eligibility framework in its recommendations.

Nathaniel Siens is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Aries Capital Management and First Command. Outside of finance, he works part-time stringing tennis rackets at a sports center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Christopher Nolan is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various capacities since 2010, including roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. 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 an ESG eligibility framework.

Gavin Wallace is a financial advisor with J.P. Morgan Securities in Charlotte, NC, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Dimensional Fund Advisors and Old Hill Partners, as well as experience working with the Pittsburgh Pirates. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.