David Liss is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs quantitative asset-allocation modeling combined with centralized due diligence and integrates an ESG eligibility framework in its recommendations.

Anthony Gentry is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. since 1995. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a comprehensive range of advisory and brokerage services.

Maximillian Poe is a Series 66-credentialed financial advisor with 10 years of industry experience, currently with J.P. Morgan Securities in Dayton, OH. His prior work includes roles at Massachusetts Mutual Life Insurance and Edward Jones. He also spent seven years affiliated with Xavier University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework into its investment process and offers access to a range of products through its affiliations within the broader J.P. Morgan organization.