Scott Eichberger is a financial advisor at J.P. Morgan Securities in Chicago, IL, with one year of industry experience. He holds a Series 66 designation and previously worked for The Northern Trust Company from 2015 to 2025. 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.

Jenny Hua is a financial advisor at J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation with two years of industry experience. Her prior work includes positions at JPMorgan Chase Bank, N.A., and Bark Social, as well as academic experience at Amherst College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Jennifer Tellez is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding a Series 66 designation and nine years of industry experience. She has been with J.P. Morgan Securities 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Michael Grossi is a Series 66–licensed financial advisor with J.P. Morgan Securities in Chicago, IL. He has two years of industry experience and previously worked at William Blair. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Julita Koziol is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 66 designations and three years of industry experience. Her prior work includes roles at Verizon, Salt Center, and Aeropostale. 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.

Sean Myers is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Chicago, IL. His prior experience includes roles at Morgan Stanley, Empower/Personal Capital Advisors Corporation, Integrity Viking Funds, Cantor Fitzgerald, Fifth Third Securities, and Waddell & Reed Financial. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Elliot Lamie is a Series 66-licensed advisor with J.P. Morgan Securities in Chicago, IL, having joined the firm in 2026. He has less than one year of industry experience and has previously worked at Lenox Advisors and in various roles outside the financial sector. 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 its Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a broad range of services.

Aaron Mc Donald is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. His prior roles include positions at Merrill and Robinhood Markets Inc. among others. Outside of finance, he has been involved with Elite Reliable Security and Federales Fulton/Four Corners. J.P. Morgan Securities 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 strategies.

Morris Bossen is a financial advisor with J.P. Morgan Securities in Chicago, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with JPMORGAN CHASE Bank NA and JPMorgan Securities LLC since 2012. Outside of his advisory role, he serves on the board of Uniting Voices Chicago, a nonprofit organization providing singing education to youth. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Andrew Van Awken is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2000. 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.

Kathleen Wannemacher is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at Bessemer Trust and JPMorgan Chase Bank, as well as work outside finance at Argentum Jewelry and involvement with Windy City Aquatics LLC. 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 services.

Isabella Slifko is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 65 designations and having one year of industry experience. Her prior experience includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and Cirkul. 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 in its investment approach.

Maximiliano Coronado 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 Renaissance Financial, World Wide Technology, and the University of Missouri-Columbia. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Emilio Velazquez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase and Blue Cross Blue Shield of Michigan. 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 functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Aleema Kelly 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 UBS - Greco Wealth Management Group and JPMorgan & Chase Co. Kelly also has involvement with the Girl Scouts of Connecticut and experience working at CREC Hartford Magnet Trinity College Academy. 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.

Keira Hawk is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Chicago, IL. She has one year of industry experience, having also worked at JPMorgan Chase Bank and held various roles outside the financial sector, including positions at LGA Retail Inc, Phantom Fireworks, and Munster Parks and Recreation. J.P. Morgan Securities LLC 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.

Kathryn House is a financial advisor at J.P. Morgan Securities in Chicago, holding a Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMorgan Chase Bank, N.A., Wintrust Bank, Wintrust Financial Corporation, and held roles outside the industry including at Spot Hero and the University of Michigan. 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.

Kyle Mooney is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2015. Prior to that, he was associated with Printer Row Condominium for two years. 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 additional market-facing registrations and functions.

Hilary Hatton is a Certified Financial Planner® with 12 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Chicago. She has been with JPMorgan Securities LLC since 2013 and has worked at JPMorgan Chase Bank NA since 2010. 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.

Bryan Montes is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for two years. Outside of finance, he has diverse work experience across several industries, including retail and logistics. J.P. Morgan Securities 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.