Alexander Miranda is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has previously worked at Edward Jones, Bank of America - Merrill Lynch, UBS Financial Services, and has returned to J.P. Morgan Securities since 2021. Outside of advising, he is the owner and partner of FitConnect LLC, a technology venture developing a fitness social media app using AI tools. 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, employing a forward-looking approach to asset allocation and incorporating an ESG eligibility framework.

Owen Faulkner is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Northwestern Mutual Investment Services LLC 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 non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Angelica Wolfe is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked primarily with J.P. Morgan entities since 2016 and has additional experience at PFS Investments Inc and Primerica Financial Services. Outside of finance, Wolfe is involved in the restaurant industry as a server, bartender, and cook at Azteca Mexican Grill, and also works as an independent contractor selling hair and skin beauty products. 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 non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Angel Lin 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. Before joining the firm, Angel worked in the restaurant industry as a part-time food server. 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, with clients retaining final decision-making authority.

Jordan Williams is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions at J.P. Morgan Chase and Lowes. Outside of his advisory work, he has been a food delivery contractor for DoorDash since 2018. 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 incorporates an ESG eligibility framework.

Brady Eller is a Series 66-licensed financial advisor with J.P. Morgan Securities in Columbus, Ohio, bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Its advisory program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence that combines quantitative and qualitative research.

Genesis Mendez Falcon is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan Securities, Falcon worked at JPMC and Principle Business Enterprises, with intermittent periods of unemployment. 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 integrates quantitative and qualitative research and offers access to a broad range of strategies, including those incorporating ESG considerations.

Benjamin Blotner is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and having five years of industry experience. Prior to joining J.P. Morgan Securities, he worked at Nationwide Investment Services Corp and has held various roles including writing for the Columbus Jewish News. Outside of finance, he contributes as an unpaid freelance writer for the Society for American Baseball Research and performs paid singing and karaoke hosting at The Dolphin Lounge. 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 program.

Jennifer Funk is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2008 to 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 considerations, with implementation support from affiliated investment-management entities.

Andrew Sieczka is a financial advisor with J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Equitable and JPMorgan Chase Bank, N.A. Outside of finance, he has experience working with Providence Community Pool. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence team and incorporating quantitative and qualitative research.

John Schoessel is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at UBS Financial Services and The 33rd Team. Outside of finance, he has been involved with Father Son Sports Cards and Collectibles. 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 program integrates quantitative and qualitative due diligence, with recommendations incorporating ESG considerations and supported by affiliates offering implementation and portfolio services.

Justin Burkhart is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with J.P. Morgan Securities since 2015, including prior roles at JPMorgan Chase Bank. 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 with forward-looking capital market assumptions, and it offers broader derivatives and commodities capabilities through unique regulatory registrations.

William Morrison 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. His prior work includes roles at AmeriTrust Insurance and Crate & Barrel. 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 supported by a centralized due diligence team and incorporates a range of eligible strategies, including those with an ESG eligibility framework.

David Scott is a financial advisor at J.P. Morgan Securities in Columbus, OH, holding a Series 66 designation with eight years of industry experience. His prior work includes roles at Vertiv Co and American Income Life. 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 firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Cortland Haynes 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 his current role, he has worked at Amazon and PNC, among other employers. Outside of finance, he is a co-owner of a cleaning company, a vending machine business, and a hair salon. 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.

Devin Erickson is a Certified Financial Planner (CFP®) with twelve years of industry experience. He is currently with J.P. Morgan Securities in Columbus, OH, where he has worked since 2016. His prior work includes a role at Bellhop and involvement with the Morton-Barber Learning Center and GO Kickball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers 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.