David Paik is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill, Bank of America, TD Ameritrade, and Scottrade. He is based in Claremont, CA. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative and qualitative research with forward-looking market assumptions and incorporates an ESG eligibility framework.

Ocean Ho is a CFP® professional with 15 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities. Prior to joining J.P. Morgan in 2021, Ho held roles at Avantax Advisory Services and 1st Global Advisors, among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research, with an emphasis on ESG eligibility and broad derivatives capabilities.