Cyrus Ansari is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2023. Prior to his current role, his background includes positions at Whippoorwill Country Club and Virginia Polytechnic Institute and State University. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory capabilities with affiliated brokerage and investment management services.

Mariano Kis is a Series 66 licensed advisor at J.P. Morgan Securities with two years of industry experience. He has been with J.P. Morgan Securities since 2024 and has prior work experience with JPMorgan Chase Bank NA and in athletic administration with the Argentina Athletics Federation. 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.

Lola Davis is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A., and experience in other sectors such as hospitality and retail. 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 manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Heather Webster is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with J.P. Morgan Securities since 2009 and has worked with JPMorgan Chase Bank since 1996. 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.

Chad Schwartz is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Goldman Sachs for 11 years. He is currently based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using 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.

Savannah Groos is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to her current roles, she was affiliated with JP Morgan & Chase Co. and has educational experience at Washington University in St. Louis and Olin Business School. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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.

Max Nutkowitz is a CFP® professional with 28 years of industry experience, currently serving at J.P. Morgan Securities in Chicago, IL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2015. 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, supported by a centralized due-diligence framework and ESG eligibility process.

Tim Finnegan is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held roles at J.P. Morgan Securities since 2009 and JPMorgan Chase Bank, N.A. since 2000. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities 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 in its recommendations.

Casey Davis Vician is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also affiliated with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Anely Ustupski is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to her current role, she worked at JPMorgan Chase Bank and held other positions including at the University of Illinois and College Nannies and Tutors. Outside of her advisory work, she is a co-owner of a residential building through Mota Rental Properties, LLC. 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 approach. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Ashwin Ramesh is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Zebra Technologies. 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 when recommending strategies and offers services on a non-discretionary basis.

Matthew Phelps is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 65 and Series 66 designations and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2019, following a two-year tenure at Goldman Sachs & Co. LLC. 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 services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Sean Kregor is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. He began his advisory career in 2026 and has prior experience at BMO Wealth Management and several banking institutions. 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.

Michael Lewis is a CFP® with 15 years of experience in the financial industry, currently serving as a Wealth Advisor at J.P. Morgan Securities in Chicago, IL. He has been with JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Mateo Koster is a financial advisor at J.P. Morgan Securities with Series 66 registration and four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022, he held roles in various sectors including housing at the University of Wisconsin–Madison and payroll services at Brinker International. 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.

Erin Pavlopoulos is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2020. Outside of her advisory role, she is involved as an assistant coach with The Chicago Hawks Hockey Club, a youth hockey organization. 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.

Russell Smith is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Leumi Investment Services, among others. Outside of finance, he is involved with Lori Lins Ltd, a talent agency for modeling and acting. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing non-discretionary investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Lindsay Gall is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. Outside of her advisory role, she is also a rental property owner. 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 additional market-facing registrations and functions, delivering non-discretionary programs where clients retain final decision-making authority.

Charles Cooper is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has been with JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2008. Cooper serves as an Investment Committee member on the board of the Children's Hospital of Chicago Medical Center. 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 delivers advisory services alongside brokerage and investment management capabilities through a non-discretionary program.

Rutul Ramolia is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Chicago, IL, bringing 13 years of industry experience. His career includes roles at UBS Financial Services and Prime Now, LLC prior to joining J.P. Morgan Securities in 2015. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within a broader financial organization that includes broker-dealer and banking services.