Timothy Dugan is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He previously worked at Morgan Stanley and UBS Financial Services and attended Northwestern University. Dugan holds the Series 63 and Series 66 designations and is based in Chicago, IL. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within a larger broker-dealer and banking organization with access to a broad range of product types.

Michael Mcgee is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 registrations and having 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has been with JPMORGAN Chase Bank, N.A. since 2014. 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 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.

Mark Sanders is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously was with Edward Jones from 2007 to 2009. 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.

Justin Harris is a financial advisor at J.P. Morgan Securities with Series 66 registration and one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Equitable Advisors LLC and previously held roles at Tom Latona and Target. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Grace Platt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. She has been with J.P. Morgan Securities since 2022. Prior to her current role, she held positions at various companies including Madewell and H & R Block. 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.

Kamiar Vossoughi is a CFP® and CFA® credentialed advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Bank of Montreal, Cedar Hill Associates, Cetera, and MB Financial Bank. He serves as a board member and Finance Committee member for Metropolitan Family Services, a nonprofit social service organization in Chicago. 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 team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Roxanne Rodriguez is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 credential and has worked within the J.P. Morgan organization since 2016, including roles at JPMorgan Chase Bank, N.A. Outside of her advisory work, she resells clothing on Poshmark in her spare time. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Rosenstein is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 65 and Series 66 licenses and having 24 years of industry experience. His career includes multiple roles within JPMorgan entities dating back to 2006, as well as experience at Banc One Securities Corporation and Ameriprise. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Tony Crisp is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63, 65, and 66 licenses and has 24 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. 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.

Jordan Hennessey is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Ernst & Young LLP. Hennessey is based in Chicago, IL. 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 through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Molly Piech is a CFP®-certified financial advisor with J.P. Morgan Securities in Chicago, IL, bringing 23 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. since 2016 and has been with J.P. Morgan Securities since 2014. 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, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Mitchell Evans is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at Mercer and IMG, along with work at The Ohio State University and other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and primarily offers non-discretionary advice through a select group of Wealth Advisors.

Jessica Chang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. 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 combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.