Will Griffin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank and Southside Bank and has experience with Texas Christian University and the PGA Tour Canada. 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.

Grant Busch is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Goldman Sachs & Co. LLC for seven years. J.P. Morgan Securities 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 operates within the broader J.P. Morgan broker-dealer and banking organization.

John Mark Davis is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2023. Prior to his current roles, he has experience in retail and support services. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a process that incorporates quantitative modeling, centralized due diligence, and an ESG eligibility framework.

Katelyn Stanchfield is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Dallas, TX. Her prior experience includes roles at Bank of America, Merrill, Ausdal Financial Partners, and Gryphon Financial Partners. 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 recommendations.

Kana Nagata is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 designations. She has three years of industry experience, including prior work at Goldman Sachs. 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. The firm operates within the broader J.P. Morgan organization and offers a range of investment solutions on a non-discretionary basis.

Elizabeth Smith is a Series 66-licensed financial advisor at J.P. Morgan Securities with four years of industry experience. She has worked at JPMorgan Chase Bank and Wells Fargo and has a background that includes time at the University of Texas at Austin and Colonial Country Club. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary investment recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Kelly Rogers is a CFA® charterholder serving as a financial advisor at J.P. Morgan Securities in Dallas, TX, with 18 years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2008. 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 in its recommendations.

Louis Allen is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. Prior to that, he held various roles including positions at Grant Chen and Southern Methodist University. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Parker Young is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to that, he was with Westwood Holdings Group Inc for seven years. 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.

Daniel Oppenheim is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Huntington Bank. 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 non-discretionary program supported by an in-house manager solutions team and centralized due diligence.

Kristen Cobb is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 65 and Series 66 credentials and 21 years of industry experience. She has been with J.P. Morgan Chase and J.P. Morgan Securities since 2010. Outside of her advisory role, she is the owner and partner of P Nut Parties LLC, an investment vehicle formerly associated with event planning. J.P. Morgan Securities LLC 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 investment recommendations.

Zachary Philiph is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has prior work experience with JPMorgan Chase Bank, N.A., JP Morgan Private Bank, Booz Allen Hamilton, and service in the United States Navy. He serves as a board member and treasurer for the United States Naval Academy North Texas Alumni Association, a nonprofit organization that connects Naval Academy alumni in the region. 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 delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Scott Summers is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Stephens Inc and ORIX USA Corporation. 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 to guide investment recommendations.

Megan Danko is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation with five years of industry experience. Her prior positions include roles at Goldman Sachs and JPMorgan Chase Bank. 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 portfolio recommendations.