Lawrence Buhl is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with four years of industry experience. His work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2022, as well as prior experience at RCP Advisors and the University of Michigan. 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. The firm offers these services on a non-discretionary basis, with clients maintaining final decision-making authority.

John Smallwood is a Certified Financial Planner (CFP®) with 18 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Fidelity Brokerage Services LLC and U.S. Bancorp Investments, Inc. among other firms. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Timothy Connelly is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, following a decade at American Sale. Based in Chicago, IL, he provides advisory services within a large institutional firm. J.P. Morgan Securities offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Charles Horvath is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with three years of industry experience. His professional background includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan from 2021 to the present, as well as time spent at Indiana University. 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 and investment management capabilities, delivering services on a non-discretionary basis.

Patrick Quinn is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds Series 63 and 65 licenses and has 13 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, he worked at Signature Bank, LPL Financial, and Hat Tip Wealth Management. Quinn serves on the Finance Committee and is a member of the Ambassadors of Mercy Board at Mercy Home for Boys and Girls, a residential facility for children in the Chicago area. 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.

Matthew Mc Kee is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at JPMorgan Securities LLC since 2003 and at JPMorgan Chase Bank NA since 2016. Outside of his advisory role, he serves on the finance committee of Park Community Church. 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 searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Miguel Coronel Garcia is a Series 66-licensed advisor with J.P. Morgan Securities, based in Chicago, IL, and has seven years of industry experience. His prior roles include positions at J.P. Morgan Chase, Northern Trust Company, and various local government and university organizations. He was also involved with the Cicero Voters Alliance from 2014 to 2018. 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 applies an ESG eligibility framework when recommending strategies.

David Fabos 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 previously worked at Lincoln Financial Advisors Corporation for nine years before joining JPMorgan in 2019. Outside of his advisory role, he provides accounting and bookkeeping consulting services for small businesses and officiates high school sports. J.P. Morgan Securities LLC offers 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 capabilities with brokerage and investment management functions, providing recommendations on a non-discretionary basis while clients retain final decision authority.

Fernando Pastor is a Series 66-licensed financial advisor with two years of industry experience, currently with J.P. Morgan Securities in Chicago, IL. He previously worked at Merrill for 19 years and has held academic positions at DePaul University and the University of Illinois. Pastor serves as a trustee on the board of the National Museum of Mexican Art, participating in oversight and strategic decision-making. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and 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.

Inas Corty is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and with 17 years of industry experience. She has been with J.P. Morgan Securities since 2009 and has a total of 20 years at JPMorgan Chase. 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 advisory services alongside brokerage, distribution, and investment management capabilities, operating on a non-discretionary basis with a centralized due-diligence framework.

Galo Revelo is a financial advisor with J.P. Morgan Securities in Chicago, Illinois, holding Series 65 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Prudential and Edward Jones. Outside of his advisory work, he occasionally works as a rideshare and food delivery driver. 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’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Tyrese Packer is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior work includes roles at Amazon, Deloitte, FedEx, and Bradley Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jennifer Jones is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at CitiGroup Global Markets Inc for nine years before joining J.P. Morgan in 2022. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Justin Fraser is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and two years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024, following his studies at Lehigh University from 2020 to 2024. 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.

Gregory Dostal is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012. 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.

Jack Dooley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and Raymond James Financial. 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 broker-dealer and investment adviser registrations, delivering recommendations through Wealth Advisors while clients retain final decision-making authority.

James Ryan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Rakesh Ravani is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at firms including Edelman Financial Engines, E*TRADE Financial Corp, and Morgan Stanley. 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’s process includes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Jacques Philoctete is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and five years of industry experience. His prior roles include positions at Goldman Sachs and General Mills. 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.

Jeffrey Oskin is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities in Chicago, IL. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities for over 18 years. Outside of his advisory role, he serves as treasurer on the board of directors for Facing Forward to End Homelessness, a nonprofit organization. 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, offering asset allocation advice, manager searches, and customized performance reporting on a non-discretionary basis.