Francisco Sanchez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2018. Prior to that, he was involved with TD Ameritrade and ran My Columbian Box, a business venture, from 2017 to 2019. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan financial organization.

Yamely Gonzalez is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds a Series 66 designation. Prior to joining J.P. Morgan, she worked at Ameriprise Financial Services and has experience managing a small real estate business as an owner of YG Miami Investments LLC. 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 investment recommendations.