Joanna Hodge is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and has worked with firms including Bank of America and Merrill. Outside of her advisory role, she owns an e-commerce business focused on selling e-cookbooks and maintains a food blog. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their non-discretionary program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Nicolas Islas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Citigroup Global Markets Inc. and Citigroup/Citibank from 2016 to 2025. 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 through a non-discretionary program. The advisory process combines quantitative and qualitative research and incorporates ESG criteria in its investment recommendations.