Blaine Hunkins is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and six years of industry experience. He previously worked at Morgan Stanley and Park Hudson International. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research, employing forward-looking capital market assumptions and may include an ESG eligibility framework.

Eric Freeman is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations with 17 years of industry experience. His prior roles include a long tenure at Morgan Stanley and a brief period at Target. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Nancy Carwile is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and eight years of industry experience. She has worked at JPMorgan Securities LLC since 2018 and previously spent ten years at JPMorgan Chase Bank, N.A. in Columbus, OH. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative screening and qualitative research, with recommendations limited to eligible strategies that may incorporate an ESG framework.

Heath La Faber is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Securities since 2016, following six years at Acn Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence using quantitative and qualitative analysis and includes capabilities in derivatives and commodities.

Kelly Anderson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 credential and has worked at various JP Morgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Steven Knight is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2015, also working within JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a team of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making authority maintained throughout.

Ethan De Naeyer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, RBC, UBS, and other organizations since 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory program.

Richard Elkhatib is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Kathleen Martin is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. She holds the Series 66 designation and has 22 years of industry experience, including 14 years with J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a combination of quantitative and qualitative research in its advisory process.

William Aurand is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Larry Behum is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 registrations. He has 15 years of industry experience and previously worked at firms including Natcity Investments, Merrill, and A.G. Edwards & Sons. Outside of finance, he is owner and partner of Labmark Exteriors, LLC, a residential exterior construction business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supporting clients with non-discretionary guidance and access to a broad range of investment strategies.

Benjamin Schlotterer is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2016, with prior experience at Ben and Paul LLC from 2017 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through specialized regulatory registrations.

Zackary Cannata is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 designations. His work history includes roles at JPMorgan Chase Bank, Amazon, and The Ohio State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program.

Ryan Isler is a Series 66-licensed financial advisor at J.P. Morgan Securities with eight years of industry experience. He has worked at J.P. Morgan Chase and its affiliated entities since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screening, qualitative research, and an ESG eligibility framework, supported by centralized due diligence.

Oliver Gray is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley and Stanford Trailers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Mark Kindberg is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and spent time at Edward Jones in 2017. Outside of advisory work, he drives for Uber as an independent contractor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to develop model portfolios, incorporating ESG frameworks and utilizing broader derivatives and commodities capabilities.

Deborah Caldwell is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan entities since 2015, with prior experience at HSBC Securities and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process uses centralized due diligence and combines quantitative and qualitative research to support its recommendations.

Mickey Gilbert is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with J.P. Morgan Securities LLC since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence incorporating quantitative and qualitative research and may include ESG criteria in its recommendations.

Eugenia Markov is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2017, following two years at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michael Binkley is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan since 2015, following a prior role at Edward Jones. Outside of his advisory work, he is a 50% owner and overseer of farming activities at Binkmers LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking investment approach and offers broader derivatives and commodities capabilities.

Alisha Cochran is a Financial Consultant who collaborates with individuals and families to strengthen and secure their financial well-being by co-creating financial plans tailored to their unique goals. Her professional experience includes serving as a Vice President Financial Consultant at Charles Schwab from 2021 to 2022, and as a Merrill Financial Solutions Advisor at Merrill Lynch between 2019 and 2021. Prior to that, she worked as a Financial Advisor at Merrill Lynch from 2017 to 2019. Her earlier roles include Investment Supervision Officer at JPMorgan Chase from 2013 to 2017, Investment Trade Support Analyst at JPMorgan from 2011 to 2013, and Relationship Banker at JPMorgan from 2010 to 2011. Outside of her professional work, Alisha enjoys spending time at the beach, fitness activities, exploring food, and volunteering.

Justin Booher is a financial advisor at J.P. Morgan Securities in Columbus, OH, with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and Morgan Stanley Services Group Inc. before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence that integrates quantitative screens, qualitative research, and forward-looking capital market assumptions.