Joshua Miller is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008, also working with JPMorgan Chase Bank since 2010. Outside of his advisory role, he serves as a director of Slade Inc., a personal holding company managing investments across multiple asset classes. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Gianni Petrillo is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and beginning his industry career in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he held various short-term roles outside the financial sector, including positions with the Office of Campus Ministry and Kane County Cougars. 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 an ESG eligibility framework.

Christopher Schelble is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Demitrius Vassios is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. He has worked at J.P. Morgan Securities since 2026 and has been with JPMorgan Chase Bank, N.A. since 2021. 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.

Riya Shah is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and two years of industry experience. Her work history includes roles at JPMORGAN Chase Bank, N.A. and American Eagle, as well as time at the University of Notre Dame. 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 and investment management capabilities.

Chuan Yin is a financial advisor at J.P. Morgan Securities in Chicago with 18 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2010. 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 in its recommendations.

Charles Belz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Sage Hospitality Group, and Indiana University Bloomington. 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 operates with a centralized due-diligence framework and delivers advisory services alongside affiliated brokerage and investment management capabilities.

David Standaert is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and 10 years of experience at J.P. Morgan Chase Bank NA and JPMorgan Securities LLC. He is based in Chicago, IL. 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, offering asset-allocation advice, investment manager searches, and customized performance reporting.

Sara Steigerwald is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 14 years of industry experience. Her prior work includes six years at Wells Fargo Clearing and Wells Fargo. She is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer a range of bank products including deposit and credit services. 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.

Amy Welzer is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 32 years of industry experience. She previously worked at Citigroup Global Markets Inc for nine years before joining JPMorgan in 2022. Outside of her advisory role, she manages a personal LLC established to hold horses for estate protection purposes. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management services, offering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Paul Du Bord is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. His career includes roles at JPMORGAN Chase Bank, N.A., T3 Trading Group, LLC, and Robinhood Financial LLC. He holds Series 63 and Series 66 licenses. 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.

John Strelka is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Merrill, and Bank of America. Outside of finance, he has been involved with businesses such as Emerald Lawn Care and JMK Landscapes Inc. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, manager searches, and customized reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alex Fahy is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities, he held roles in various industries including technology and logistics. 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 a non-discretionary approach.

Kyle Hambright 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 been with J.P. Morgan in various capacities since 2019. Prior to joining J.P. Morgan, he had brief tenures at Target Corporation and Cara Connect. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and employs an ESG eligibility framework when recommending strategies.

Stephanie Allen is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is an owner and partner in several real estate entities involving office and industrial properties. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Henry Rawlins is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Northern Trust and Northwestern Mutual. His background also includes work with political and nonprofit organizations. 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.

Melissa Kelpsch is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Kelpsch holds a Series 66 designation and is based in Chicago, IL. 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.

Anna Rapp is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and nine years of industry experience. She has worked with JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017. Prior to her current roles, she was involved with The Chef's Table and the University of Missouri. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Fatir Muhammad is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His background includes roles at The Black Star Project and JPMorgan Chase Bank, N.A., as well as time spent at Georgetown 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 applying an ESG eligibility framework in its recommendations.

David Sippel is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Securities since 2009 and JPMorgan Chase Bank, N.A. since 2010. Outside of his financial advisory role, he is a self-employed musician who writes, records, and performs music both independently and with the band Van Go. 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 affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.