Tifani Anderson is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has worked with JPMorgan Chase Bank, N.A. and Washington Mutual during her career. Anderson 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 process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of products including security-based swaps and futures commission merchant services.

Kevin Potter is a financial advisor with J.P. Morgan Securities in Chicago, IL, holding Series 63 and Series 66 designations and 10 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. Outside of his advisory role, he provides beginner golf lessons on a part-time basis at a golf simulator and hospitality business. J.P. Morgan Securities LLC offers 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.