Fiyinfoluwa Esho is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. Prior to joining JPMorgan, Esho held various roles at Cornell University and other organizations. 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 in its recommendations.

Robert Gryfinski 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 JPMorgan Chase in various capacities since 2017, including a prior two-year service in the U.S. Army. Outside of finance, he is a silent minority investor and partner in Rose Bridge Estate, an event venue in Austin, Texas. J.P. Morgan Securities 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 advisory services alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Charley Ford III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has held positions within J.P. Morgan Chase and its affiliated entities since 2016. Ford holds Series 63 and Series 65 designations and operates out of Dallas, Texas. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Watson is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. and several other firms. He has also spent four years studying at the University of Mississippi. 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 applying an ESG eligibility framework in its recommendations.

Reid Stein is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. His prior roles include positions at Texas Capital Bank, Meadowbrook Family Holdings, Tregan Energy Partners, Gefen Capital, and Southern Glazer's Wine and Spirits. Stein is a minority owner of a family investment vehicle and is also associated with Malabar Capital Management, an LLC used for family estate planning in which he holds ownership but has no active responsibilities. J.P. Morgan Securities 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 alongside affiliated brokerage and investment management capabilities, operating on a non-discretionary basis where clients retain final decision-making authority.

Michael Hearne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and 16 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent over two decades at Carson Private Capital, Inc. and Carson Management Company, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Eric Sullivan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2015. 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 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.

Brian Horne is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and three years of industry experience. His prior experience includes service in the United States Marine Corps from 2014 to 2021 and work at the University of Virginia from 2021 to 2023. He serves as a volunteer board member providing independent investment review for Our Lady of the Lake Catholic Church in Rockwall, TX. J.P. Morgan Securities LLC offers 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.

Keely Salmon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, N.A. and Wells Fargo. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Katharine Myatt is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 certification and 19 years of industry experience. She previously worked at Goldman Sachs for nine years before joining J.P. Morgan in 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 and applying an ESG eligibility framework in its recommendations.

Cara Mc Phillips is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley Private Bank NA, Morgan Stanley, Valkyrie Equities Corporation, Broker Dealer Consultant, and Raymond James and Associates. She is based in Dallas, TX. 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.

Faith Burton is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Goldman Sachs and various positions connected to The University of Tennessee. 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 integrates large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver a comprehensive advisory platform.

Anthony Moreno is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at various roles within J.P. Morgan firms since 2023. Moreno’s background includes positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Valley Bank, as well as a role at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Karina Mejia is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX, holding Series 63 and Series 66 licenses and having seven years of industry experience. She has worked at various J.P. Morgan entities since 2008, including JPMorgan Chase Bank, N.A. Her roles span both the securities and banking sectors within the firm. 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 applying an ESG eligibility framework in its recommendations.

Kevin Ward is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His career includes positions at JPMorgan Chase Bank, Bank of America, Morgan Stanley, and Northwestern Mutual. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Triston Mc Donald is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He began his career in the financial industry in 2025 and has experience with JPMorgan Chase Bank and J.P. Morgan Securities. Prior to his current role, he attended Brown University and has worked at Lockerverse and Finish Line. 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.

Anne Orand is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 designations and bringing 15 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2010. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Emily Moseley is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank and prior positions in real estate services. 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 applying an ESG eligibility framework in its investment approach.

Jamie Buzzard is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she is involved as an owner or partner in several non-investment businesses, including an event services company and an auto parts firm, as well as in private investment ventures. 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 applying an ESG eligibility framework. The firm offers non-discretionary advice delivered by Wealth Advisors, focusing on approved funds and strategies within the broader J.P. Morgan organization.

Dustin Ripley is a Series 66-licensed financial advisor with J.P. Morgan Securities in Dallas, TX, bringing 10 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Goldman Sachs & Co. from 2016 to 2018. He is also an officer (Lieutenant Colonel) in the United States Air Force Reserve, serving as a Liaison Officer focused on disaster response preparedness in Oklahoma. 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. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.