Dores Dunn is a financial advisor at J.P. Morgan Securities with 36 years of industry experience. Dunn holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2013. Prior roles include positions at Dunn Enterprises and involvement with a Land Trust Agreement. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Scott Williams is a financial advisor at J.P. Morgan Securities with over 18 years of experience in the industry. He holds Series 63, Series 65, and Series 66 credentials. His prior employment includes roles at Charles Schwab, Merrill, Citicorp Investment Services, and more than a decade combined at JPMorgan entities. Outside of his advisory work, he has been involved with Midwest Lacrosse Officials and operated 3 Step Sports LLC. 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.

Phyllis Tabachnick is a financial advisor at J.P. Morgan Securities with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Outside of her advisory role, she serves on the boards of several nonprofit organizations, including the Jewish Community Center Association and the Jewish Federation of Metropolitan Chicago. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Kelly Brait is a CFP®-certified financial advisor with 10 years of industry experience, currently affiliated with J.P. Morgan Securities in Chicago, IL. Prior to joining J.P. Morgan in 2018, Brait worked at Merrill and Bank of America. Outside of advisory work, Brait was involved with All Grass Farms LLC from 2020 to 2025. 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 services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Yolanda Fabre Shiloh is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012, including a prior role at J.P. Morgan Chase Bank. 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.

Jacob Hamlin is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63, 65, and 66 licenses and 13 years of industry experience. His prior roles include positions at Chicago Capital LLC, Bank of America, Merrill, and Goldman Sachs. Outside of his advisory work, he is involved in private equity investments through ownership in holding companies associated with a Chicago-based private equity firm. 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 recommend approved funds and strategies.

Julie Rush is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2019. Prior to her current roles, she spent nine years at Nordstrom. 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. As part of J.P. Morgan, the firm combines advisory services with brokerage, distribution, and investment management capabilities.

Philip Starewich is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. In addition to his advisory role, he is also an employee of JPMorgan Bank, where he offers various bank products and services including deposit and credit products. 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. The firm operates as both a broker-dealer and registered investment adviser, combining large institutional advisory operations with additional market-facing functions.

Westin Kolpas is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to his current role, he worked at E*TRADE Securities and has a background that includes service in the US Navy. He is also the owner and partner of Home Base Care LLC, a home healthcare business focused on elderly care. 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.

Nicholas Ulloa is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds Series 63 and Series 66 licenses and has four years of industry experience. His career includes roles at MThree Corporate Consulting LTD and the Florida International University Wellness & Recreation Center. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager searches, and customized reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending strategies.

Andreas Aravantinos is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at various J.P. Morgan entities since 2014, including JPMORGAN Chase Bank, N.A. 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 alongside affiliated brokerage and investment management capabilities.

Nancy Washington is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior roles include positions at TradeStation Securities, Charles Schwab & Co., and OptionsXpress. 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.

Lauren Cheng is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. She has one year of industry experience and has previously worked at UBS Financial Services Inc. and DW Healthcare Partners. 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 due diligence. The firm’s services are delivered on a non-discretionary basis, applying an ESG eligibility framework when recommending investment strategies.

Ethan Yost is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with two years of industry experience. His work history includes multiple roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, as well as prior experience at Huntington Resources and Indiana University. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Lauren Nadler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 20 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Bank since 2019 and previously at UBS Financial Services from 2016 to 2019. In addition to her advisory role, she is also able to offer certain banking products and services through J.P. Morgan Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Melissa Pleasant is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2020, with prior experience at JPMorgan Chase Bank, NA starting in 2007. Based in Chicago, IL, she operates within a large institutional firm environment. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Himani Nai is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience at JPMorgan Chase Bank, N.A., and The Hari Group. 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 applying an ESG eligibility framework in investment recommendations.

Tessa Schiffers is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms, including Charles Schwab Bank, Charles Schwab & Co., and Northwestern Mutual. 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 investment recommendations.

Ayisha Zec is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with J.P. Morgan Securities since 2018 and has worked across several J.P. Morgan entities since 2015. 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 and delivers advisory services on a non-discretionary basis.

Sorin Moldovan is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Wells Fargo Securities, The Vanguard Group, and Principal Securities. 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 manager due diligence and an ESG eligibility framework.