Stephen Hilles is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and seven years of industry experience. He previously worked at First Command Financial Services from 2019 to 2023. Outside of his advisory role, Hilles serves as treasurer for Faith Baptist Church, providing financial oversight on a volunteer basis. J.P. Morgan Securities LLC offers investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized reporting through a non-discretionary model.

Sara Rosema is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. 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 to its recommendations.

Klaus Poser is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2005. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.