Qiling Ruley is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan since 2017. Outside of her advisory role, she has involvement in several real estate ventures and works part-time as a home health care aide. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to offer written asset allocation advice, investment manager searches, and customized performance reporting.

Samir Bagga is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012, preceded by positions at Chase Investment Services Corp. and Ameriprise. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions, supported by centralized due diligence and a broad range of investment management capabilities.

Christopher Hoi Lapp is a financial advisor with J.P. Morgan Securities in Columbus, Ohio, holding Series 63 and Series 66 licenses and six years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2020 and is also a partner in CDN Ventures, LLC, a travel agency business. Additionally, he works part-time as a tour guide for Columbus Food Adventures, providing culinary tours focused on international cuisines. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and custom performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and broader derivatives capabilities.

Fred Carini is a financial advisor at J.P. Morgan Securities in Columbus, Ohio, holding a Series 66 license with four years of industry experience. His prior roles include positions at Morgan Stanley, E*TRADE Securities, and The Awesome Life Group. 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 advisory program.