Carla Harroz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63, 65, and 66 credentials and has worked previously at Goldman Sachs International in the Investment Banking Division. Outside of her advisory roles, she has been involved with entrepreneurial ventures such as 2045 Studio and Celaya Capital LLC. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan banking and broker-dealer organization.

Ian Mc Farlane is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and having one year of industry experience. He has been with J.P. Morgan Securities since 2023 and has prior experience at JPMorgan Chase Bank, N.A. since 2017, as well as Inter-Commercial Business Systems. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Jerome Villella is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at J.P. Morgan Securities since 2005 and JPMorgan Chase Bank, N.A. since 2016. Villella serves on the Investment Committee of the Jesuit Foundation, which guides investment allocation for the Foundation’s portfolio. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Peter Vitali is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 licenses with 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., JPMorgan Securities LLC, HD Vest, and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Andrew Stretch is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Charles Schwab & Co., Integrity Capital LLC, and other firms over the past several years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence to inform recommendations within an ESG eligibility framework.

Mc Kenzie Mills is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, Mills worked at Capital Advisors Group, Cavanal Services, and Northwestern Mutual. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Selena Williams is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 19 years of industry experience. She has worked at J.P. Morgan Securities since 2017, with prior positions at Oklahoma State Bank and Wells Fargo Private Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its recommendations.

Caroline Horan is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held roles at JPMorgan Chase Bank, Charles Schwab & Co, and Tarrant Management, LLC. Outside of finance, she has experience working in the restaurant industry and small business operations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Christopher Conway is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America Merrill Edge, and Thomson Reuters. Outside of finance, he has been involved with Richmond Landscaping & Associates and Rudy's Barbecue and Country Store. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary framework. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mark Agnew is a CFP® professional with 12 years of experience in the financial services industry. He is currently with J.P. Morgan Securities in Dallas, TX, and has held prior roles at Ayco/Goldman Sachs, United Capital Financial Advisers, Personal Capital, and The AYCO Company. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework to its recommendations.

Thomas Stone is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022, with prior experience at Chesterfield Family Center and the University of Kansas. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Carter Horwitz is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Cambridge Associates and Wellington Management. 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 process.

Nolan Chumbley is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JP Morgan entities since 2018. Prior to joining JP Morgan, he was employed at Higginbotham Insurance and attended Baylor University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Steven Crate is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Raymond James & Associates. Outside of finance, he is a certified flight instructor at Monarch Air and Monarch Aviation, where he teaches students both in ground school and in practical flight training. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm’s approach includes an ESG eligibility framework and access to a broad range of products through its affiliations within the J.P. Morgan organization.

Marjorie Zethraus is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various divisions within JPMorgan Chase since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kyle Honor is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and Tradeweb Markets LLC. Outside of finance, he was involved with Stony Brook Pizza LLC from 2018 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Killen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2017, following two years at Fidelity Investments Institutional Services Company. Killen serves as a board member for Saint Philips School and Community Center, where he participates on the finance committee and general board advising on budget and financing matters. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized manager due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization with access to a wide range of product types.

Brian Mittelstaedt is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan in various roles since 2016. 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 an ESG eligibility framework in its offerings.

Gabrielle Foti is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, she worked at UBS for six years. She has also been affiliated with Boulevard Arts and attended Bowdoin College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hastings Hanshaw is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Lord Abbett & Co LLC, Central National Bank, and JPMorgan Chase Bank, N.A. He attended Baylor University from 2021 to 2025. 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 an ESG eligibility framework.