Shannon Beirne is a financial advisor at J.P. Morgan Securities with one year of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, Beirne worked at Goldman Sachs and held other roles in finance and related fields. Based in Chicago, IL, Beirne also has experience with Best Money Moves and completed a four-year tenure at Northwestern University. 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 its recommendations.

Andrew Ivers is a CFP® professional with 12 years of industry experience, currently with J.P. Morgan Securities in Chicago. He has worked at J.P. Morgan Securities since 2013 and J.P. Morgan Chase Bank, NA since 2016. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Stanley Michael Banas is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and five years of industry experience. He has worked with J.P. Morgan entities since 2021 and has prior experience in the sports nutrition industry. Outside of finance, he is involved in a clothing business, creating one-off clothing items for sale through Kolf 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 to support its recommendations.

Robert Gleeson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at Lakeshore Food Advisors, Admissionado Admissions Consulting, and Northwestern University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting 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 strategies.

Jordan Ouellette is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work experience including positions at Jpmorgan Chase and the Sorenson Law Office. Outside of finance, he was involved with Reclaim Physical Therapy LLC for nine years. 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.

Joseph Filicicchia is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63, 65, and 66 designations and bringing 18 years of industry experience. His work history includes roles at Amazon and Mariano's alongside his tenure at J.P. Morgan entities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Kevin Wolf is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank NA since 2011 and J.P. Morgan Securities LLC since 2013. 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.

Richard Leo is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. Prior to that, he was involved with Fulton Financial Corporation and James Madison University. 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 when recommending strategies.

Fabian Montoya is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill, E*TRADE Securities, State Farm, and Lloyd Agencies. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice while clients retain final decision-making authority.

Chris Leader is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Ameritrade, Inc., Charles Schwab, and JPMorgan Chase Bank, N.A. 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 brokerage, distribution, and investment management capabilities.

Jason Willyard is a Certified Financial Planner (CFP®) with 14 years of industry experience. He is currently an advisor at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., joining both firms in 2024. His prior experience includes roles at Advisors Asset Management, Inc., Citizens Securities, Inc., SigFig Wealth Management LLC, and Fidelity. 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 delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Ryan Guerin is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. His prior experience includes roles at Reyes Holdings, The Mather Group LLC, and several other organizations across various industries. 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 network of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

John Chu is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. His prior roles include positions at Merrill Edge and JPMorgan Chase Bank, N.A., as well as experience outside finance, including work with the Wheaton College History Department and at Bauhinia Restaurant. 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 team of Wealth Advisors. The firm delivers non-discretionary advisory programs supported by an in-house manager solutions team and a centralized due-diligence framework.

Sarah Burns is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 65 and Series 66 licenses and bringing nine years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.

Andrew Feit is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and eight years of industry experience. He has been with JPMorgan Securities and JPMorgan Chase Bank since 2017. Prior to joining JPMorgan, he worked at Keyot Consulting and was affiliated with the University of Missouri. 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 applying an ESG eligibility framework in its recommendations.

Anthony Riscili is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at Fifth Third Securities, Fifth Third Bank, and The Prudential Insurance Company of America. 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 these services through a combination of advisory and brokerage capabilities, with recommendations made on a non-discretionary basis.

Connor Roll is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at JPMorgan Securities, JPMorgan Chase Bank, and BCG Financial Services. 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 investment recommendations.

Peter Frac is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Jason Vrbancic is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at M1 Finance and William Blair, as well as at the University of Chicago. 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.

Zahari Daskalov is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has held multiple roles within the J.P. Morgan organization, including positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Asset Management. He holds Series 63 and Series 65 credentials. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach includes quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework when recommending investment strategies.