Joel Grachan is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Chicago, IL. He has worked with JPMorgan Chase Bank, N.A. since 2018 and has been with J.P. Morgan Securities since 2012. Outside of his financial advisory role, he is the managing partner and sole employee of Lookout Creations, LLC, a contracting business. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Matthew Kmetz is a financial advisor with J.P. Morgan Securities LLC in Chicago, IL, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Goldman Sachs & Co and Fidelity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Donna Shin is a CFP®-credentialed financial advisor at J.P. Morgan Securities with 10 years of industry experience. Prior to joining J.P. Morgan in 2026, she worked at Merrill Private Wealth for seven years and has held positions at Wealth.com and Keebeck Wealth Management. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a blend of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers advisory services on a non-discretionary basis, with clients retaining final decision-making authority.

Matthew Bettenhausen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2016, with prior roles at Signator Investors, Inc. and Transamerica Financial Advisors. 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.

Gavin Atkinson II is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 designations and bringing 12 years of industry experience. He previously worked at Grosvenor Capital Management, L.P. for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework to guide its investment recommendations.

Sharon Taylor is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including The Vanguard Group and Keller Williams Realty. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Dana is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials with 14 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2012. 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 non-discretionary advice through a select group of Wealth Advisors and offers access to a broader range of financial products through its unique registrations and affiliations.

Brian Omiecinski is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities LLC 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 and incorporates an ESG eligibility framework. The firm offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Colin Camblin is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His prior roles include positions at Busey Bank and JPMorgan Chase Bank. 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 large network of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Daniel Wiewel is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2018, with prior roles at Northern Trust Hedge Fund Services, PNC Bank, and Thresholds, Inc. 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 brokerage and investment management capabilities.

Rohit Pupalla is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America/Merrill Lynch and International Services Incorporated. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Connor Holman is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 designations and eight years of industry experience. His work history includes various roles within JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, and JP Morgan Chase & Co, as well as a year at Miami University. 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 recommendations.

John Riley II is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 credential and has worked at several firms including TradeStation Securities and Savannah Company before joining J.P. Morgan. 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 when recommending investment strategies.

Elise Campe is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2015 and has been with J.P. Morgan Securities since 2017. 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 delivered through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, providing advisory services alongside brokerage, distribution, and investment management capabilities.

Thomas Novak is a Series 66-licensed advisor with J.P. Morgan Securities in Chicago, IL, with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held roles at Wells Fargo, RMB Capital, and other organizations. Novak attended the University of Illinois at Urbana Champaign from 2020 to 2024. 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.

Mary Slanger is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. since 2017 and J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

John Herron is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following three years at One Resource Group Corp. 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 in its recommendations.

Christian Navarro is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at Jpmorganchase and a one-year term in the Texas House of Representatives. J.P. Morgan Securities LLC 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 and incorporates an ESG eligibility framework in its recommendations.

Brendan Traverso is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to this, he attended Indiana University Bloomington from 2018 to 2022. 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 in its recommendations.

Christopher Dominguez is a financial advisor at J.P. Morgan Securities with a Series 66 credential. He has been with the firm since 2025 and is based in Chicago, IL. Prior to joining J.P. Morgan Securities, he was affiliated with JPMorgan Chase Bank and Bentley University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, delivering these services through a select group of Wealth Advisors.