Mark Benz is a CFP®-designated financial advisor with J.P. Morgan Securities in Chicago, IL, and has 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked concurrently at JPMorgan Chase Bank, N.A. since 2009. 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 team of Wealth Advisors, operating alongside affiliated brokerage and investment management capabilities.

Michael Peplansky is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank since 2002. 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 inform recommendations.

Stella Smiejek is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., and teaching at the Leeds School of Business. 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 manager due diligence and an ESG eligibility framework.

Wanjiku Ikenye is a CFP®-certified financial advisor with 13 years of industry experience, currently with J.P. Morgan Securities in Chicago. Her prior roles include positions at Morgan Stanley and Teachers Insurance and Annuity Association. 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.

Philip Neznanov is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent five years at Ameriprise. His professional background also includes involvement with the Holy Resurrection Orthodox Church and the Orthodox Christian Alumni Association. 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 process.

Joshua English is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his financial career, he was involved with Mario's Italian Lemonade and held roles at the University of Illinois and Environmentally Sound Landscape Co. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Richard Dorman is a CFA® charterholder and holds Series 63 and Series 65 licenses, with 12 years of experience at J.P. Morgan Securities and JPMORGAN CHASE Bank NA. He is based in Chicago, IL, and has been affiliated with Indiana University since 2010. 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.

Stephanie Bonillo is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes over a decade at Wells Fargo Advisors Financial Network and a brief tenure at Hightower Holding, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach supported by centralized due diligence and an ESG eligibility framework.

Elaine Mosqueda is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2012. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lauren Schwede is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 credentials and three years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., and a period working at Briki Cafe. 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.

Matthew Dado is a Series 66-licensed advisor with J.P. Morgan Securities, based in Chicago, IL, and has 14 years of industry experience. He has been with J.P. Morgan in various capacities since 2015. 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 guide investment recommendations.

Devin O'Neal is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses and has prior experience at Fidelity Investments and Keller Williams One Chicago. Outside of his advisory role, he serves as an assistant coach for the boys varsity basketball team at St. Rita High School. 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 delivers these services through Wealth Advisors alongside affiliated brokerage and investment management capabilities.

Ryan Sweeney is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Standish Management LLC and Gottier Investments. Outside of advising, he is also employed by JPMorgan Bank, where he offers a range of deposit and credit products. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Nicholas Rieger is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes positions at Equitable Advisors LLC and employment while attending the University of Illinois. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a combination of quantitative asset-allocation modeling and centralized due diligence, offering customized performance reporting and implementing an ESG eligibility framework in its investment recommendations.

Yufan Cao is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and one year of industry experience. Based in Chicago, IL, Cao has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, 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.

Colette Lanphier is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities since 2008. Her prior experience includes a year at Banc One Securities Corporation and a decade at JPMorgan Chase Bank, N.A. She holds Series 63, 65, and 66 licenses and is based in Chicago, IL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in recommendations.

Alison Huang is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. She began her career at J.P. Morgan in 2025 following her education at Washington University in St. Louis. Outside of finance, she briefly worked with San Lorenzo Bikinis in 2022. J.P. Morgan Securities LLC 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 and offers a range of approved funds and strategies within its Institutional Consulting Services program.

John Latessa is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has held various roles at J.P. Morgan entities since 2020. Prior to joining JPMorgan Securities, he worked at Republic Bank of Chicago, Schostak Brothers & Company Inc, and Lincoln Hills Golf Course Club. 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 investment strategies.

Joseph Staud is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and six years of industry experience. His career includes roles at JPMorgan Chase Bank NA, Bank of Montreal, and The Salem Group. He is a passive investor in a sports investment fund started by former college athletes. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured process combining quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria. The firm offers non-discretionary services delivered by a select group of Wealth Advisors.

Brennan Kujawa is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at Halbert Hargrove Global Advisors and Set Jet. 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.