Katherine Husman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. She is an investor in Lucky & Good Consulting, LLC, a family asset protection entity focused on tax minimization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through customized asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and includes capabilities in derivatives and commodities through affiliated entities.

Gustavo Fernandez is a financial advisor with J.P. Morgan Securities based in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. Prior to that, he was employed at Oppenheimer in 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and may include ESG considerations, supported by affiliates that provide implementation and portfolio services.

Kishor Lakshminarayan is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including previous roles at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory role, he is a freelance actor and an independent sales consultant with Amway. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Sarah Klement is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds the Series 66 designation and has worked at several firms including Wells Fargo Clearing and A.G. Edwards & Sons. She has been with J.P. Morgan Securities since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program.

Tyler Settele is a financial advisor at J.P. Morgan Securities based in Dallas, TX, holding a Series 66 license with nine years of industry experience. He has worked at various J.P. Morgan affiliates since 2018 and was previously employed at Waddell and Reed Inc. in 2016-2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screens and qualitative research to build model asset allocations, with implementation support from affiliated investment-management entities.

Brooke Barber is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked briefly at X-treme Tan in 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory approach integrates centralized due diligence, combining quantitative and qualitative research, and includes capabilities in derivatives and commodities.

Marcus Patterson is a financial advisor at J.P. Morgan Securities in Dallas, TX, with nine years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporates ESG considerations, and offers broader derivatives and commodities capabilities.

Derik Anderson is a CFP® professional with 21 years of industry experience, currently serving at J.P. Morgan Securities since 2014. Prior to this, he worked at Harrisdirect LLC from 2011 to 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Ronnie Davis Jr. is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 19 years of industry experience, including prior roles at Hilltop Securities and Bank of Texas. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with centralized due diligence supporting its advisory process.

Justin Brashears is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework.

Andrew Clark is a Series 66-credentialed financial advisor with 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following prior roles at Mass Mutual Life Insurance and Edward Jones. Clark is also involved with Lonestar Vending, LLC, a business he has maintained since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research using forward-looking capital market assumptions and includes broader derivatives and commodities capabilities uncommon among institutional advisors.

David Abernathy is a financial advisor at J.P. Morgan Securities in Dallas, TX, holding the Series 66 designation with 18 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously spent two years at Equitable Advisors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and incorporates ESG criteria into its recommendations.

Paige Richards is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and five years of industry experience. Her prior work includes positions at Hilltop Securities Inc., Fossil Inc., and Goosehead Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a broader derivatives and commodities capability.

Ocean Strayhand is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., Fisher Investments, and T-Mobile. He is currently based in Dallas, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG criteria in its recommendations.

Anais Fluitt is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities, she worked at JPMorgan Chase Bank, N.A. and Bank of America. Her background also includes roles outside the financial sector, such as operating Sweat Yoga Studio LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research to build model asset allocations with an ESG eligibility framework.

Katherine Garcin is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has worked at J.P. Morgan Securities since 2016 and at JPMorgan Chase Bank, N.A. since 2016. Outside of her advisory role, she was involved with Geometree, LLC, an Etsy-based business, from 2018 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates ESG criteria, with implementation support from affiliated investment management entities.

Khanthamaly Phanthavong is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 66 licenses and 19 years of industry experience. Prior to joining J.P. Morgan Securities in 2014, Phanthavong worked at Fidelity from 2010 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Yannis Silligardakis is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities since 2019, with additional experience at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence that combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Amy Giannola is a financial advisor at J.P. Morgan Securities in Dallas, TX, with 23 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo and JP Morgan Chase Bank prior to her current role. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a centralized due diligence process supported by quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Sherre Barber is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and 33 years of industry experience. Her career includes roles at Banc One Securities Corporation, Chase Investment Services Corp., JPMorgan Chase Bank, N.A., and J.P. Morgan Securities, where she has worked since 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates forward-looking capital market assumptions.

Randy Russell is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, following prior roles at Chase Investment Services Corp. and Wrp Investments, Inc. for brief periods. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process utilizes centralized due diligence with quantitative and qualitative research and incorporates an ESG eligibility framework.

Jim Walker is a financial advisor with J.P. Morgan Securities in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., UBS Financial Services, and Wells Fargo Clearing. Outside of his advisory role, he is an owner and partner of a residential real estate development company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their approach combines quantitative and qualitative research with forward-looking market assumptions, and includes capabilities in derivatives and commodities through related regulatory registrations.

Zachary Harvell is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2013. Prior to that, he worked at Grass Roots Salon for one year. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with offerings that include ESG considerations and broad derivatives and commodities capabilities.