Matthew Domin is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He previously worked at Bank of America and Merrill from 2011 to 2026 before joining J.P. Morgan in 2026. Outside of his advisory role, he serves as the president of the Landings Condominium Association board in Wildwood, New Jersey. 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 searches, and customized performance reporting within a non-discretionary framework.

Jillian Polanco is a financial advisor with J.P. Morgan Securities in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and was previously with JP Morgan Chase Bank starting in 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes due diligence by a manager solutions team and uses both quantitative and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Andrew Werkheiser is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley and Bank of America, including Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility considerations.