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 J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Professional Broker-Dealer Financial Planning, Inc. from 2016 to 2020. Brooks has also been involved with the Ohio High School Athletic Association and the United States Soccer Foundation for over a decade. 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 in its investment recommendations.

Cuong Le Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. His background includes roles at Bank of America, Fidelity Investments, and JPMorgan Chase Bank. Outside of finance, he works part-time as a nail technician at French Nails salon. 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 applying an ESG eligibility framework in its recommendations.

Chengcheng Huang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and Cross Thread Solutions LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Irene Bryant is a financial advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley for 12 years before joining J.P. Morgan in 2025. Outside of her advisory role, she is the owner of a custom crystal business, ICCustoms, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors.

Verlin Williams III is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Westpoint Financial Group, and Bob Caldwell Cjdr. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm offers customized investment manager searches and performance reporting, applying an ESG eligibility framework when recommending strategies.

Theodore Wharton is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and five years of industry experience. He has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2021, with prior roles including positions at Marcs and Ohio University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Amanda Maggard is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for six years. Her background also includes roles outside of finance, such as positions in the restaurant and grocery sectors. 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 in its investment approach.

Drew Mussman is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, OH, with one year of industry experience. Prior to joining J.P. Morgan Securities, he held positions at Prudential Insurance Company of America and LPL Enterprise LLC. Outside of finance, he has been involved in the restaurant industry with experience at multiple pizzerias. J.P. Morgan Securities provides investment advisory and consulting services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Terry Webb is a Series 66 licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, and has seven years of industry experience. His career includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Webb also manages several rental properties in the Columbus area. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches through a non-discretionary advisory model supported by a centralized due-diligence framework.

Mohammad Mohammad is a financial advisor at J.P. Morgan Securities with a Series 65 credential and one year of industry experience. His prior work includes roles at Keybanc Capital Markets, S&P Global Market Intelligence, and various entrepreneurial and service ventures. 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 applying an ESG eligibility framework in its recommendations.

Rejoice Bonnie is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and six years of industry experience. She has been with J.P. Morgan Securities LLC since 2018 and previously worked at JPMorgan Chase Bank, N.A. from 2010 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

William Heffner is a Series 66 credentialed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at Midway Venture Partners LLC, Hillsdale College, and Kj Management Group, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christina Shellenbarger is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Columbus, OH, with 20 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at JPMorgan Chase Bank NA from 2009 to 2023. Outside of her advisory role, she is involved in a family lawn and property care business, providing consulting support for books, records, and marketing. J.P. Morgan Securities LLC offers 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 delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kate Driscoll is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A. and Central Ohio Primary Care. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Ethan Frisch is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley for three years. His background includes service in the United States Marine Corps and experience running a lawn service business. J.P. Morgan Securities LLC 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.

Mark Young is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Fredricka Agyekum is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at Merrill Lynch/Bank of America and has held various roles outside of finance, including positions with Hawks Peer Health Educators and other organizations. 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.

Monica Steele is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 65 designations and bringing three years of industry experience. Her prior work includes roles at Ultimus Fund Solutions, Exel, and DHL Supply Chain. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Daniel Sarratt is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 and Series 63 designations. His prior work includes roles at JPMorgan Chase Bank, N.A., StandardAero, and the University of Cincinnati. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial and Edward Jones. His background also includes roles at The Ohio State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment approach.