Mark Luperini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank N.A. since 2018, with prior experience at PNC, Northwestern Mutual Investment Management, and the University of Missouri. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a selective group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within a framework that emphasizes client decision-making.

Daniel Henderson is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan, he held roles at Equitable Financial Life Insurance and had involvement with professional soccer organizations and various athletic programs. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Stephen Wendling is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding Series 63 and Series 66 registrations and bringing 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also has a role at JPMorgan Chase Bank, N.A. since 2009. Outside of finance, he is involved in restaurant and food service consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Chelsea Heins is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Prior to that, she worked in the food service industry with roles at Cheesecake Factory and Forno Rosso. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative due diligence and may include ESG considerations, supported by affiliates offering portfolio implementation and related services.

Max Foley is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Stephanie Crocker is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been affiliated with JPMORGAN Chase Bank, N.A. since 2001. Crocker holds Series 63 and Series 65 designations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors. The firm’s advisory process combines quantitative and qualitative research with centralized due diligence to offer asset allocation advice, investment manager searches, and customized performance reporting.

Brett Thomas is a financial advisor with J.P. Morgan Securities in Evanston, IL, holding a Series 66 designation and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at UBS Financial Services. Outside of his advisory role, he is an owner and partner at Enchanted Hill Vacations, LLC, a short-term property rental business. 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 screens and qualitative research to build model asset allocations and incorporates ESG criteria within eligible strategies.