Antwann Holmes is a CFP® and holds a Series 66 license with 11 years of industry experience. He currently serves as a financial advisor at J.P. Morgan Securities in Denver, CO. Prior to joining J.P. Morgan, he worked at Townsend Retirement and Investment Advisors, Creative Planning, and Personal Capital Advisors. Holmes continues to have involvement with Townsend Retirement & Investment Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice, investment manager searches, and performance reporting. The firm employs a process that combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Maureen Bartlett is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and concurrently at JPMorgan Chase Bank, N.A. since 2010, following two years at Wells Fargo Clearing. 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 when recommending strategies.