Mathew Garcia is a financial advisor with J.P. Morgan Securities in Chatsworth, CA, holding a Series 66 credential and nine years of industry experience. He has previously worked at Bank of America, Merrill, and Aon Hewitt. Outside of his advisory role, Garcia is involved in real estate as an owner and partner in property ventures in Chicago. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager selection, and customized performance reporting through a non-discretionary, advisor-supported process.

Alan Krone is a CFP® with nine years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior firms include AXA-Advisors, LLC, LPL Financial, and The Wealth Consulting Group. Outside of his advisory work, he also works as a freelance softball umpire in Southern California. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through its Institutional Consulting Services program. The firm employs a quantitative asset‑allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.