Courtney Acarregui Tavangaran is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. She has worked within various divisions of J.P. Morgan since 2016. Outside her advisory role, she serves as a board member and Finance Committee participant for the Dallas Area Habitat for Humanity. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates with a range of distinctive regulatory registrations within the broader J.P. Morgan organization.

Heather Fuhr is a Series 66 licensed financial advisor with 15 years of industry experience. She is currently with J.P. Morgan Securities and has prior experience at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, she is a partner in Six Strong Prarie LLC, a family-owned real estate business. 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 its wealth advisors. The firm combines institutional advisory capabilities with brokerage and investment management functions.

Danielle Lehman is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and its affiliated entities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Steve Hayward is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2010 and has been with JPMorgan Chase Bank, N.A. since 2016. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Seth Osborne is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with three years of industry experience. His prior work includes positions at JPMorgan Chase Bank, Midfirst Bank, Care Providers Oklahoma, and Oklahoma State University. 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 investment process.

Melina Desilva is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and beginning her industry experience in 2026. Her prior roles include positions at JPMorgan Chase Bank and American Express, as well as academic work at Southern Methodist University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Annabel Toole is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to her current role, she worked at Sanford Smith Associates and Third Eye. Outside of finance, she was involved with The Cultivist for three years. 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.

Marcus Ranallo is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank NA since 2013. Outside of his advisory role, he serves on the investment committee of the Adam C. Sinn '00 Center for Investment Management at the Mays Business School, a nonprofit focused on providing students with practical investment experience. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Edward Arnold is a CFP® with six years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Dallas, TX. His prior roles include positions at BOK Financial Private Wealth and JPMorgan Chase Bank, N.A. He serves as a board member of the Ibex Club, a nonprofit organization supporting youth development in the Vickery Meadow area. 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 advisory process.

Kaitlin Uebele is a financial advisor at J.P. Morgan Securities with a Series 66 designation and several years of experience across prominent firms, including Goldman Sachs and Fortress Investment Group. She has worked in the financial industry since 2013 and is currently based in Dallas, TX. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

Emily Le Blanc is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Toyota Motors North America, and involvement with the Kimbell Art Museum. 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 investment process.

Rachael Wildes is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan entities since 2017, including a three-year period at Teocalli Capital Partners, LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

John Briggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. He has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Lauren Carter is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 63 and Series 65 designations and has prior experience at MarketAxess and Bloomberg. 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.

Liliya Leontyeva is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She has held positions at Goldman Sachs & Co. LLC and Southern Methodist University before joining J.P. Morgan Securities in 2023. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities 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 in its investment recommendations.

Steven Wignall is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Raymond James & Associates, Stifel Nicolaus & Co Inc, and Bank of America. Outside of finance, he is a co-founder and shareholder of Applied Silver Inc., a company that produces a patented antimicrobial laundry additive. 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.

Ryan Agnew is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 license and previously worked at CITI Private Bank for six years. Ryan is based in Dallas, TX. 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 incorporating an ESG eligibility framework in its recommendations.

Cody Miller is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at Atlas Fund Ltd, Masterson Advisors LLC, and Hilltop Securities Inc. 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 investment recommendations.

Susannah Killen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2017, including roles at Southern Methodist University and Peregrine prior to that. 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 services on a non-discretionary basis.

David Buskirk is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, MidFirst Bank, and New Life Ranch. 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 centralized due-diligence framework.