Benjamin Myers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and Oasis Outsourcing. 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 and incorporates ESG considerations, with implementation support from affiliated investment-management entities.

Phillip Pinedo is a Series 66-licensed financial advisor with four years of industry experience, currently with J.P. Morgan Securities. His prior experience includes roles at UBS Financial Services and Janney Montgomery Scott. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

Kyle Germann is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2023. Outside of finance, he has experience at Firekeepers Casino & Hotel and has been involved with charitable work through the Branch County Coalition Against Domestic And Sexual Violence. 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 within a non-discretionary advisory program.

Erik Varhus is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2012, also maintaining a concurrent role at JPMorgan Chase Bank, N.A. since 2006. Based in Columbus, OH, his career has been focused within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, emphasizing 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 analysis, and includes capabilities across derivatives and commodities through affiliated entities.

Daniel Rabady is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Charles Schwab 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

Jonathan Fernandez is a Series 66-licensed financial advisor with eight years of industry experience. He has been with J.P. Morgan Securities LLC since 2018 and previously worked for JPMorgan Chase Bank, NA. 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.

Zhongqi Zhang is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously with firms including Morgan Stanley and E*TRADE Securities. 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 combines quantitative and qualitative research in its advisory process and offers capabilities in derivatives and commodities through affiliated entities.

Hakam Abu Rizeq is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and JPMorgan Chase Bank. Outside of his advisory role, he is a partner at Woody Woody LLC, a business involved in creating and selling wood art. 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 approach combines quantitative and qualitative manager due diligence to offer non-discretionary, written asset allocation advice and customized performance reporting.

Conor Lyons is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various firms including Federated Hermes and Big Burrito/Cuidad. Outside of finance, he has experience working at Peppi's Old Tyme Sandwich Shoppe. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by a centralized due diligence and research process.

Timothy Webster is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio. He has eight years of experience with J.P. Morgan, including nine years at JPMorgan Chase prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their 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.

Donald Nye III is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch/Bank of America, Morgan Stanley, and JPMorgan Chase Bank, N.A. 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 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.

Yunsheng Zhu is a financial advisor at J.P. Morgan Securities with Series 65 and Series 66 licenses. Zhu's industry experience began in 2026, and prior roles include positions at Valeo Financial Advisors LLC and Yong' An Futures, as well as involvement with Sunny Poke & Tea. Zhu completed studies at Indiana University Bloomington from 2022 to 2026. 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 screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Efe Akarkarasu is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he is involved in a car rental business in Columbus, Ohio. 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 build model asset allocations and includes derivatives and commodities capabilities.

Lawrence Stubbs is a financial advisor at J.P. Morgan Securities in Columbus, OH with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2018, following a 21-year tenure at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is an owner responsible for managing a residential property for a family member. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer customized asset allocation advice and performance reporting, with clients retaining final decision-making authority.

Ryan Steinicke is a Series 66 licensed financial advisor with nine years of industry experience. He has worked at J.P. Morgan Securities since 2017 and is currently based in Columbus, Ohio. His prior experience includes a contract role with Morgan Stanley. 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 to build model asset allocations and offers broader derivatives and commodities capabilities through affiliated entities.

William Weltge is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with one year of industry experience. His recent work history includes roles at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities beginning in 2024. Outside of finance, he has previous experience working for Courtside Pizza and Voss Village BMW. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on non-discretionary asset allocation advice, manager research, and customized performance reporting supported by a centralized due diligence process.

Steven Merrill is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 11 years of industry experience. His prior firms include Morgan Stanley, Merrill, and Bank of America. 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 advisory program.

Philip Paden is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 designations and 12 years of industry experience. He has worked at J.P. Morgan Securities since 2017, with additional roles at Lincoln Douglas Investments and Masters Insurance Group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines systematic quantitative screens and qualitative research, supported by a manager solutions team, and includes broader derivatives and commodities capabilities.

Priyanka Sheth is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. She previously worked at Morgan Stanley and held roles at 4 Consulting Inc and TEKsystem. 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 incorporates an ESG eligibility framework.

Hunter Sprankle is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining J.P. Morgan, he worked at JPMorgan Chase Bank and has experience in the hospitality sector, including roles at Brothers Bar and Grill and Gaswerks Bar and Grill. 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 integrates quantitative and qualitative research with a structured due diligence approach.