Drew Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and E*TRADE Securities, among other roles outside the financial sector, including positions at Uber Eats, DoorDash, Papa Johns, Cross Country Inns Inc, and Scioto Reserve Country Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative screens with qualitative research and includes an ESG eligibility framework in its recommendations.

Joseph Kalinoski is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he serves as a junior varsity high school golf coach for Granville Exempted Village Schools. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and executed through affiliated investment management entities.

Ryan Bucholtz is a Series 66-registered financial advisor with J.P. Morgan Securities in Columbus, Ohio, with 11 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2016 and joined J.P. Morgan Securities in 2018. Prior to his financial services career, he worked at Lyft/Uber and MetLife Investment Fund Services LLC. 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. The firm’s advisory process combines quantitative screening and qualitative research, offering recommendations that may incorporate an ESG framework and leveraging JPMorgan affiliates for implementation and portfolio services.

Trisha Chaney is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Bank of America, Merrill, Huntington Investment Company, PNC Wealth Management, Edward Jones, and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with an emphasis on ESG considerations and derivatives capabilities.

Elijah Collier is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with two years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2020. Prior to this, he worked at Kroger from 2016 to 2021. 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 process combines quantitative and qualitative research with forward-looking capital market assumptions to build model allocations and incorporates derivatives and commodities capabilities.

Thomas Yenichek is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations with two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and FedEx Ground, as well as a position with the Columbus Literacy Council. 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.

Matthew Hewitt is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 65 and Series 63 credentials and 31 years of industry experience. His prior roles include positions at Nationwide Fund Distributors, Charles Schwab, and multiple J.P. Morgan affiliated firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program offers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence and manager solutions team.

Gabriela Vizuet is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Edward Jones, Merrill, and Bank of America. Gabriela is based in Columbus, Ohio. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Kourtney Akers is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 designations and has been with J.P. Morgan Securities since 2021. Outside of her advisory role, she also works as a delivery contractor for Amazon Flex and Instacart. 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 research, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates ESG considerations where applicable.

Alexander Wasnesky is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds the Series 63 and Series 66 licenses and has one year of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, Fidelity Investments, and several other firms in various capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model allocations and offers broader derivatives and commodities capabilities through affiliated entities.

Michael Buehrle is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, and has seven years of industry experience. Prior to joining J.P. Morgan in 2019, he worked at The Kroger Company and was affiliated with No Name Cowboy, LLC. 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. Their process incorporates centralized due diligence and a combination of quantitative and qualitative research, with additional offerings including ESG considerations and derivatives capabilities.

Samuel Lyons is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and five years of industry experience. He previously worked at Morgan Stanley from 2019 to 2023 and has held contract positions at Axelon Services Corporation and Dawson. 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. Their advisory process incorporates quantitative and qualitative research and offers expertise in derivatives and commodities through unique regulatory registrations and affiliations.

Matthew Thomas is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. His prior roles include positions at Global Financial Partners LLC and Foresight Marketing, 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, manager and fund searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative due diligence and incorporates ESG criteria within a range of eligible investment strategies.

Julia Ackerman is a Series 66-registered advisor with J.P. Morgan Securities in Columbus, Ohio, and has 11 years of industry experience. Her background includes service with the Union County Board of Elections from 2016 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Brenden Marzano is a financial advisor with J.P. Morgan Securities in Columbus, OH. He holds a Series 66 designation and has been in the industry since 2025. His prior experience includes roles at Equitable Advisors and JPMorgan Chase Bank, N.A. Outside of his advisory work, he has been involved with youth soccer programs. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a non-discretionary investment program.

Valeria Marcu is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 66 and Series 63 licenses and has worked at several J.P. Morgan entities since 2022, as well as Northwestern Mutual prior to that. 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. Their advisory process combines quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

Hassan Lamei is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Carmax The Auto Super Store and Kohl’s. 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, supported by centralized due diligence and quantitative and qualitative research.

Holly Neville is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 12 years of industry experience. She has been with J.P. Morgan Securities since 2016 and has worked at JPMorgan Chase Bank, N.A. since 2001. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

Lajonte Wilson is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at Cxloyalty and JPMorgan Chase Bank, N.A. 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. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and may incorporate an ESG eligibility framework.

Evan Schmidt is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 credentials with three years of industry experience. Prior to joining J.P. Morgan Securities in 2022, he worked at TBF Financial, LLC for one year. His background also includes work with Junk Remedy and Andres Medical Billing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting.