Cameron Allison 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 Merrill Lynch/Bank of America 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 recommendations.

Safa Saeed is a financial advisor at J.P. Morgan Securities with five years of industry experience. Saeed holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior work experience includes positions at the University of Wisconsin, Wells Fargo Bank, and Lands End. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, manager and fund 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 in its recommendations.

Tory Piuze is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Tory held positions at JPMORGAN Chase Bank, N.A., and worked at The University of 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a broad range of financial services.

Scott Stelter is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with J.P. Morgan Securities 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 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 recommendations on a non-discretionary basis while clients retain final decision authority.

Daniel Resnick is a financial advisor with J.P. Morgan Securities in Northbrook, IL, holding Series 63 and Series 66 credentials and 19 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 also an employee of JPMorgan Bank, enabling him to offer certain bank products and services. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Willis Allen is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has been with J.P. Morgan Securities since 2009 and has worked at JPMorgan Chase Bank since 1999. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, specializing in asset-allocation advice, investment manager selection, 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 in its recommendations.

Huckleberry Fields is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation. Fields has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026, with prior experience at Dark Bridge and Pugi Automotive. Fields also studied at Indiana University from 2022 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the larger J.P. Morgan broker-dealer and banking organization.

Andrew Lau is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and two years of industry experience. His prior work includes five years at Brown Brothers and a brief tenure at Charles Schwab. 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 in its investment recommendations.

Shai Salomon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2016. 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.

Derek Maleh is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2020, following a three-year tenure at William Blair. 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 non-discretionary advisory services supported by a centralized due-diligence framework.

Cristina Ciubancan is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and four years of industry experience. She has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2021. She was also affiliated with the Music Institute of Chicago from 2021 to 2022. 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.

John Librizzi is a Series 66-licensed financial advisor at J.P. Morgan Securities in Chicago, IL, with less than one year of industry experience. His prior roles include positions at Equitable Advisors and Stifel Financial Corporation, as well as time spent at The Ohio State University. 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 offers these services on a non-discretionary basis, with clients retaining final decision-making authority.

Karl Seyhun Ferrufino is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. J.P. Morgan Securities LLC 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. The firm applies an ESG eligibility framework in recommending strategies and delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Jacob Pottschmidt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015. In addition to his advisory role, he is also employed by JPMorgan Bank, where he offers certain bank products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Timothy Feeley is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities 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 searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Luke Mc Intyre is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 credentials and six years of industry experience. His prior roles include positions at Fidelity Investments and MFS Investments. 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.

Allison Novak is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also holds a position with JPMorgan Chase Bank, where she offers certain bank products and services. She holds Series 63 and Series 66 licenses. 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

William Novotny is a financial advisor with J.P. Morgan Securities in Chicago, holding a Series 66 license and bringing 17 years of industry experience. His career has been primarily with J.P. Morgan, including roles at both J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A. since 2010. 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 an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, focusing on approved funds and strategies within a broader broker-dealer and banking organization.

Todd Mikell is a financial advisor with J.P. Morgan Securities in Chicago, IL. He holds the Series 66 designation and has 12 years of industry experience. Outside of his advisory role, Mikell is a co-owner and player in a semi-professional bocce league franchise called the Chicago Bocce League. 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 to guide its recommendations.

Paul Baker is a Series 66-licensed financial advisor with J.P. Morgan Securities in Chicago, IL, and has one year of experience in this role. He has also worked at JPMorgan Chase Bank, N.A. since 2013. 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 applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.