Jeffrey Bonilla is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining J.P. Morgan Securities in 2021, he worked at The Vertical Trading Group and Axiom Capital Management. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

Cori Cass is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She is also the owner of Menhaden Lane, LLC, a retail clothing business serving a local community with plans for online sales. Additionally, Cass is involved with the Town of Shelter Island's Recreation Department, where she monitors adult basketball activities three nights per week, and owns a vending machine business operating ATMs on Shelter Island. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, with client decision-making remaining final.