Caroline O'Brien is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 65 credentials and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019. Her prior experience includes roles at Stryker Corporation, Happy State Bank, and the University of Notre Dame. 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.

Jack Williams is a financial advisor at J.P. Morgan Securities in Chicago, holding a Series 65 license. He has one year of industry experience, including roles at Balanced Asset Strategies Ltd. and Investar Bank. 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.

Jonathan Martin is a financial advisor with J.P. Morgan Securities in Chicago, Illinois, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and entrepreneurial involvement with Praklet's Piers & Lifts LLC and Sportskids Inc. 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 approach.

Claire Fitzgerald is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2021. Her prior work includes a brief role at Nakoma Golf Club. 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.

Tyree Davis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Charles Schwab. Outside of finance, he was involved with Hammond Youth Golf for ten years and contributed to Life Skills Fore Pasadena Youth 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Josh Sims is a financial advisor at J.P. Morgan Securities LLC with a Series 66 designation. He has been with J.P. Morgan since 2025 and has prior experience at Oxford Financial Group, Catalyst Insurance Group, and academic institutions including Indiana University Bloomington and Vincennes 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Anne Harris is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and 10 years of industry experience. She has been with J.P. Morgan Chase Bank NA and JPMorgan Securities LLC since 2015. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services alongside affiliated brokerage, distribution, and investment management capabilities.

Steve Zimmerman is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and 15 years of industry experience. He previously worked at Bank of America and Merrill before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 to deliver comprehensive advisory and brokerage services.

Jalen Frazier is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 credential and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and National General Insurance. Outside of his advisory work, he engages in e-commerce activities by selling goods, primarily shoes, on platforms such as eBay, GOAT, and StockX. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 Koval is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. In addition to his advisory role, he is employed at JPMorgan Bank, where he can offer a range of banking products and 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Carrie Schlichter is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan entities since 2016. 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, investment manager and fund searches, and customized performance reporting on a non-discretionary basis. The firm utilizes quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stefani Bywater 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. She previously worked at Driehaus Capital Management LLC and Driehaus Securities LLC for eight years before joining J.P. Morgan in 2019. 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. As part of J.P. Morgan, the firm combines institutional advisory capabilities with brokerage and investment management services.

Roy Dixon III is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. He is the owner of Just Chat, LLC, a technology venture developing a mental wellbeing application. Dixon is also the sole member of Noxid Group LLC, an entity established for future entrepreneurial and real estate opportunities. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sean Kennedy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Brown Brothers Harriman, Wells Fargo Advisors, and M1 Finance. 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 in its investment recommendations.

Daylon Moore is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Before joining J.P. Morgan Securities in 2024, he held various positions at Western Illinois University, Walmart, and other employers. 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.

Guido Espinosa is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Atlas Quotient, Robinhood Markets, Charles Schwab, and TD Ameritrade Clearing. Based in Chicago, IL, he has been with J.P. Morgan Securities since 2022. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting through a combination of quantitative asset-allocation modeling and centralized manager due diligence. The firm applies an ESG eligibility framework and focuses on non-discretionary advisory services delivered by a select group of Wealth Advisors.

Stephanie Lyman is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and six years of industry experience. Her career includes roles at JPMorgan Securities LLC, J.P. Morgan Chase Bank NA, JPMorgan Private Bank, RBC Wealth Management, and academic positions at the University of Wisconsin. 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. The firm applies an ESG eligibility framework and offers non-discretionary services through a select group of Wealth Advisors.

Corey Novak is a CFP® with ten years of industry experience, currently serving at J.P. Morgan Securities in Chicago, IL. He has worked with JPMorgan Chase Bank, N.A. and MSI Financial Services, Inc. prior to his current roles. Outside of his financial advisory work, he serves as Treasurer for Holy Trinity Orthodox Church. 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 their investment recommendations.

Mark Davino is a CFA® charterholder with 16 years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2013, based in Chicago, IL. 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, distribution, and investment management capabilities.

Zachary Friend is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at both Goldman Sachs and J.P. Morgan Chase Bank. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.