Kyle Keber is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial and Edward Jones. 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 to develop model asset allocations and offers expanded derivatives and commodities capabilities through various affiliated entities.

Nick Compton is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. His prior work includes a role at Esporta Fitness and periods of unemployment. 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 supports its advisory process with centralized due diligence, combining quantitative and qualitative research, and offers access to a broad range of investment strategies including derivatives and commodities capabilities.

Kathy Warden is a Series 66-registered financial advisor at J.P. Morgan Securities with eight years of industry experience. She has worked at JPMorgan Securities since 2018 and previously held a position at CitiBank from 2014 to 2017. 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, manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its investment process and offers capabilities in derivatives and commodities through affiliated entities.

Jessica Rappold is a financial advisor at J.P. Morgan Securities with six years of industry experience and holds a Series 66 designation. Her prior roles include positions at Morgan Stanley and Hamilton & Rappold. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and combines quantitative and qualitative research to develop model asset allocations.

Caitlin Minneci is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Janney Montgomery Scott and Northwestern Mutual Investment Management. 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 within a non-discretionary framework. Their approach combines quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Denise Fountain is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with four years of industry experience. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, as well as a retail position with Scentsy. Outside of financial services, she is involved in retail sales for scented wax candles and warmers. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager selection, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Eric Bean is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with firms including PNC Investments and Donatos. He is based in Columbus, Ohio. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments. Their advisory program offers non-discretionary asset allocation advice supported by centralized due diligence, combining quantitative and qualitative research with a framework that may incorporate ESG considerations.

Kanisha Mills is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, with four years of industry experience. She holds Series 63 and Series 66 licenses. Outside of her advisory role, she is involved in a janitorial services business operating in the Dublin, Ohio area. 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 integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Alec Levine is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Randstad and William O Cleverly & Associates, as well as entrepreneurial experience with AED Enterprises and Dewey's Pizza. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities.

Kaleb Kemper is a Series 66-licensed financial advisor with three years of industry experience, currently with J.P. Morgan Securities in Columbus, OH. His previous roles include positions at Equitable Advisors and Giant Eagle. 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 incorporates centralized due diligence with both quantitative and qualitative research, supporting recommendations limited to eligible strategies.

Emmanuel Chinwuko is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, Emmanuel worked at JPMorgan Chase Bank, N.A. and also has experience outside finance, including positions at John Sinclair Nissan and the YMCA of Southeast Missouri. 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 and incorporates an ESG eligibility framework in its recommendations.

Linda Smith is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior career includes roles at several automotive dealerships before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2022. 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 through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Asli Dolucan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan in various capacities since 2007. 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.

William Talbott is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Russell Investments, Wells Fargo Clearing Services, Cetera Financial Group, and Pacific Oak Capital Markets. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions, incorporating an ESG eligibility framework and broader derivatives capabilities.

Kenneth Farmer is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 designations with seven years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019. Prior to his current role, he worked at Macy's Inc. and spent time at Ohio State University. 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 program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Andrew Croop is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding a ChFC® designation and Series 63 and 65 licenses. He has 26 years of industry experience, including prior roles at Nationwide Mutual Insurance Co. and Valic Financial Advisors. Outside of his advisory work, he also serves as a Guest Service Representative for Ohio State University athletic events. 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’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and utilizing centralized due diligence supported by affiliated portfolio services.

Benjamin Westley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked with JPMorgan Chase Bank, Fifth Third Bank, and in other roles prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers investment recommendations within an ESG eligibility framework.

Alexis Peace is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining J.P. Morgan, Alexis worked at Shawn W Phelps and Northwestern Mutual. 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 through a centralized due diligence process.

Heidi Johnson is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA since 2000, joining J.P. Morgan Securities in 2012. 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’s advisory process combines quantitative and qualitative research and may include ESG criteria in its recommendations.

Chase Streetman is a financial advisor at J.P. Morgan Securities with credentials including Series 65 and Series 63 and approximately 10 years of industry experience. He worked at Morgan Stanley from 2016 to 2022 before joining J.P. Morgan Securities, where he has been employed since 2022. 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. The firm’s advisory process includes centralized due diligence with a combination of quantitative and qualitative research and may incorporate an ESG eligibility framework.