Ryan Mikelonis is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Blue Ash, Ohio. His prior experience includes roles at PNC Bank and PNC Investments. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program.

Jeff Lee is a financial advisor at J.P. Morgan Securities with credentials including Series 63 and Series 66 licenses. He has over 25 years of experience in the financial industry, having worked at Fidelity for 25 years before joining JPMorgan Chase Bank and J.P. Morgan Securities in 2026. Outside of his advisory role, he is involved with Array Ministry Center LLC. 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 operates within the broader J.P. Morgan organization and offers a range of specialized products and strategies, focusing on non-discretionary advisory services.