Zachary Hummel is a financial advisor with J.P. Morgan Securities based in Columbus, OH. He holds a Series 66 credential and has one year of industry experience. Prior to joining J.P. Morgan Securities in 2025, he worked at Symphony Financial/LPL and Jpmorgan Chase Bank, N.A., and had roles outside finance including at Hilliard Bradley High School and C & Z Moving. 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 combines quantitative and qualitative research, using forward-looking capital market assumptions and an ESG eligibility framework.

Justin De Vilbiss is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with three years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, he worked at DoorDash for one year and held positions at First Miami Student Federal Credit Union and other employers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, utilizes forward-looking capital market assumptions, and may incorporate ESG criteria.

Eric Walsh is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, OH, bringing 14 years of industry experience. He previously worked at PNC Investments and Wells Fargo Clearing. Outside of finance, he serves as a sports referee for Grove City Parks and Recreation, officiating various youth sports. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory approach combines quantitative and qualitative research with centralized due diligence to build model asset allocations.

William Lacure is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior roles include positions at Nationwide Life and Annuity, Wealthvest, and Pacific Select Distributors, as well as previous experience with J.P. Morgan Securities and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by affiliated implementation and portfolio services.

Stacy Mc Corkle is a Series 66-licensed financial advisor with 20 years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. Her career includes roles at LPL Financial, Wells Fargo Clearing, and Fifth Third Securities. Outside of her advisory work, she is a sales consultant for Norwex USA, a direct sales company focused on home cleaning and personal care products. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a range of investment options including ESG considerations.

Ian Reilly is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Nationwide Retirement and Thrivent. Outside of finance, he was involved with Oh Pizza & Brew for eight years. 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 utilizes a forward-looking capital market approach.

Tejas Sinha is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential. Prior to joining J.P. Morgan, Sinha was involved in professional golf through the Professional Golf Tour of India and has experience in the fitness industry with Powershack Gym. 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, supported by centralized due diligence and incorporating an ESG eligibility framework.

Kevin Duke Jr. is a Series 66 licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in Columbus, Ohio. His prior roles include positions at The Huntington Investment Company and Huntington National Bank. Outside of his advisory work, he is an owner and partner of Midwest Jersey Plug LLC, a sports apparel resale 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nicolas Switzer is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. since 2022. His background includes roles in diverse industries such as healthcare, motorsports, and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Kerima Ratnayaka is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JPMorgan Chase Bank, N.A. for three years. Prior to her career in finance, she spent a decade in academia at The University of Arizona Department of Mathematics. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through specialized wealth advisors. Their advisory process combines quantitative screening with qualitative research to deliver written asset allocation advice and customized reporting, while clients retain final decision-making authority.

Bryan Heideloff is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation. Prior to joining J.P. Morgan Securities, he worked at Eagle Valley Construction, Equitable, and American Medical Technology Inc, and attended the University of Notre Dame. 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 searches, and customized performance reporting. The advisory process incorporates quantitative and qualitative due diligence with a focus on eligible strategies.

Brian Johnson is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 65 licenses and 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at UBS Financial Services and Oppenheimer & Co. Inc. Outside of his advisory role, he has been involved with Groveport United Methodist Church, where he manages sound and multimedia for services. 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 relies on centralized due diligence combining quantitative and qualitative research to develop model asset allocations, with a focus on non-discretionary written advice and customized reporting.

Timothy Greer is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms and organizations, including Third Coast Wealth Planning & Partners and Denison 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations while clients retain final decision-making authority.

Mary Cunningham is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds Series 63 and Series 66 licenses. Her work history includes roles at Fidelity Investments, UBS, Fifth Third Bank, and PNC Wealth Management. Outside of finance, she has worked as a sales representative for Talbots. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within its recommendations.

Brenda Millhouse Huebner is a Certified Financial Planner® with 14 years of industry experience. She is currently a Wealth Advisor at J.P. Morgan Securities in Columbus, Ohio, where she has been working since 2021. Prior to joining J.P. Morgan, she held roles at Prudential Insurance Company of America and Pruco Securities. Outside of her financial advisory work, she is also an artist specializing in watercolor paintings. 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. Their process integrates quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Riley Whitfield is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations and five years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Knotty Pine Brewing Company and was involved with the Columbus Special Improvement District. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective Wealth Advisor 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 and may incorporate an ESG eligibility framework.

William Collis is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable Advisors and Ambassador Wealth Management, as well as experience working with the United States Senate and Roetzel & Andress LLP. 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 combines quantitative and qualitative research to build model asset allocations, with an emphasis on client decision-making and incorporating ESG eligibility frameworks where applicable.

Alex Shields is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and Nationwide Investment Services. 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 forward-looking capital market assumptions to build model asset allocations.

Jason Moreo is a financial advisor with J.P. Morgan Securities in Columbus, Ohio. He holds Series 63 and Series 65 credentials and has seven years of industry experience. His prior roles include positions within J.P. Morgan Chase Bank NA and Safelite Group Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Gregory Brooks is a financial advisor at J.P. Morgan Securities with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Professional Broker-Dealer Financial Planning, Inc. and Fortitude Advisory Group L.L.C. Outside of his advisory career, he has been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 screens with qualitative research and incorporates ESG criteria, supported by affiliated entities for implementation and portfolio services.