Daniel Worobiec is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with J.P. Morgan Securities in Dallas, TX, where he has worked since 2018. His prior experience includes roles at Fidelity and its related entities from 2014 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers access to a broad range of product types through its affiliations within the J.P. Morgan financial organization.

Josue Gonzalez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Merrill, Fidelity, and J.P. Morgan Chase Bank. Outside of his advisory role, Gonzalez is involved in several real estate holding companies and works with Bemoxie Supplements in vendor relations and business operations. 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 reporting. The firm combines its large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.