Claudia Mullin is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Coral Springs, Florida. She has eight years of industry experience, including five years at J.P. Morgan Securities and over 17 years at 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 that emphasizes 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 incorporates ESG criteria within a broad range of eligible strategies.

Robert Swensen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at Merrill and Bank of America from 2021 to 2026. Outside of his advisory work, he serves as a lacrosse coach with FC Crush Lacrosse, a limited liability company based in Florida. 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 advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.