Laura Sale is a ChFC® credentialed financial advisor with 30 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2018, and previously spent 20 years at TIAA-CREF. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Isaiah Neeper is a financial advisor at J.P. Morgan Securities in Dublin, Ohio, with 10 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at TD Ameritrade, Scottrade, and the University of Toledo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Douglas Krantz is a financial advisor with J.P. Morgan Securities in Dublin, OH, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and At&T. From 2014 to 2019, he was involved with the Northeast Storm Hockey Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.