Matthew Parkin is a financial advisor with J.P. Morgan Securities in Denver, CO, holding Series 63 and Series 66 licenses and having 19 years of industry experience. His prior roles include positions at Morgan Stanley, Charles Schwab, First Trust, Personal Capital Advisors, and Wells Fargo Investments. Outside of his advisory work, he owns and manages a rental property. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Andrew Duffy is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Aspen Grove Capital LLC, and Long Arc Capital. Outside of finance, he has experience working at The Pitcher Inn and operated a window washing business. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Arist Sher-Jan is a Planning Consultant at Fidelity Investments, a role he has held since 2025. He has been with Fidelity Investments since 2021, progressing through several positions including Investment Consultant, Workplace Planning Consultant I, II, and III, and Workplace Planning Associate. This experience has provided him with a comprehensive understanding of financial planning and investment consulting. Arist's professional purpose is to assist clients in navigating the complexities of finance to develop strong financial plans. He aims to empower clients to make confident financial decisions and to serve as a resource and coach for those seeking financial guidance. Outside of his professional work, Arist has interests in cars, comedy, fitness, social events with friends, pets, and skiing.

Nicholas Harris is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan in various capacities since 2015. Outside of his advisory role, he serves on the Finance Committee of Good Shepherd Catholic Church in Denver. 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, delivering non-discretionary investment programs supported by centralized due diligence and ESG eligibility processes.

James Shields is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he spent 13 years at Towle & Co. He also manages Shields Advisory LLC. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ricardo Ortega is a financial advisor at J.P. Morgan Securities in Denver, CO, holding a Series 66 designation. He has been with J.P. Morgan Securities since 2026 and previously worked at JPMorgan Chase Bank, N.A. since 2020. Prior to his career in finance, his experience includes roles in retail and university settings. 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 in its investment recommendations.