Sarah Markeson is a Series 66 licensed advisor at J.P. Morgan Securities with three years of industry experience. Her background includes roles at JPMorgan Chase Bank, N.A., Ganz Group Inc, and Restaurant Growth Services LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory approach combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks where applicable.

Maria Dimercurio is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015, alongside a concurrent role at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager selections, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Sophia Fazekas is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, N.A., Fifth Third Bank, and Fidelity Investments. 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 through a non-discretionary, research-driven advisory program.

Racheal Hardy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2011. Prior to her financial career, she spent a year at Jamberry Nails. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative screening and qualitative research, incorporating ESG criteria and advanced derivatives capabilities.

Charles Dennis is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing 20 years of industry experience. He has worked with JPMorgan Chase Bank since 2006 and with J.P. Morgan Securities since 2012. 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 integrates quantitative and qualitative research to develop model asset allocations, and includes capabilities in derivatives and commodities through affiliated entities.

Michael Reinhard is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and its affiliated firms since 2012. 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. Their advisory process is supported by centralized due diligence and includes capabilities in derivatives and commodities.

Rivaldo Tobia is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and eMortgageFunding LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Dawn Chaltraw Levy is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously at Quicken Loans. 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. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research and uses a forward-looking capital market framework.

Kathleen Lofton is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 designations and has worked at various divisions of JPMorgan Chase since 2012. 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 through a non-discretionary advisory program.

Daniel Bulgozdy is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has been with J.P. Morgan Securities and its affiliated entities since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research, including ESG considerations.

Matthew Delisle is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., and Banc of America Investment Services, Inc. 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. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and may incorporate an ESG eligibility framework.

Erica Mauro is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan, she worked at Ramko Distributing for 12 years. 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. The firm’s advisory process integrates quantitative and qualitative research and includes a range of regulatory registrations that support broader derivatives and commodities capabilities.

Michelle Hugmeyer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a forward-looking approach to capital markets and incorporates ESG criteria in its recommendations.

Brian Shindeldecker is a financial advisor with J.P. Morgan Securities in Farmington Hills, MI, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 within a non-discretionary program. Their advisory process incorporates centralized due diligence with quantitative and qualitative research and may include ESG considerations.

Melissa Marrero is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Bank One since 1997, joining J.P. Morgan Securities in 2012 and Jpmorgan Chase Bank, N.A. in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a dedicated group of Wealth Advisors. The firm's advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Amanda Kebbe is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities LLC since 2016. 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. The firm’s advisory process combines quantitative screening and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Huimin Lau is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. She has been with J.P. Morgan Securities since 2023 and concurrently with JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates an ESG eligibility framework in its recommendations.

David Holliday III is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Tiffany Tufenkjian is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at JPMorgan Chase Bank, Eca Science Kit Services, Bateel, Coldstone Creamery, and The Gold Smith Gallery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Carrie Fielder is a Series 66-credentialed advisor with J.P. Morgan Securities, bringing three years of industry experience. She has been with J.P. Morgan Securities since 2023 and has an additional nineteen years of experience at JPMorgan Chase Bank, N.A. based in Farmington Hills, MI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Nicholas Jirasek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and maintains several outside business activities, including ownership of a motorsport parts design and retail company, a handmade writing utensils business, and a mobile DJ service. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Debra Dickerson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 66 and Series 63 designations. Her work history includes roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2004. 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 screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Jaeland Schaaf is a Financial Solutions Advisor with Merrill Lynch Wealth Management, providing personalized financial guidance to clients. He collaborates closely with individuals to identify their financial goals and develop tailored portfolio strategies aimed at achieving those objectives. Jaeland offers ongoing advice to ensure clients' investment plans adapt in response to changing life circumstances. Jaeland's expertise includes managing a range of financial priorities such as retirement planning, college savings, elder care, and healthcare preparation. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Northwood University, an Associate's Degree from Delta College, and a High School Diploma from Reese High School.

Christian Odish is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at JPMorgan Chase Bank, N.A. Outside of his advisory work, he is involved as a contractor delivering and setting up floral arrangements for Flowers by Christina B. and assists with event setup for Inflate Detroit, a provider of party accessories. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary wealth advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a research-supported advisory process and incorporates a range of strategies including ESG considerations.

Danielle Vergona is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with J.P. Morgan Securities since 2013 and also has a concurrent role at JPMorgan Chase Bank, N.A. since 2011. 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. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment management entities.

Michael Teller is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank, he worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he coaches soccer with Coerver Coaching. 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 focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary advisory program.

Samantha Suhrcke is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, N.A., Morgan Stanley, and the United States Postal Service. She is also a member of the Country Club of Detroit. 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 leverages broader derivatives and commodities capabilities.

Gabrielle Mccarthy is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked at J.P. Morgan Securities since 2018. Her prior roles include positions at 105AD LLC and BDM Contractors, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader affiliations.

Kelly Hart is a financial advisor at J.P. Morgan Securities with 10 years of industry experience and holds the Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Outside of his advisory role, Hart is involved in animal photography and breeds one litter of puppies annually. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to develop customized asset allocation advice and performance reporting.

Jennifer Justice is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 15 years of industry experience. Her career includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. 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. The program combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities through its regulatory registrations and affiliations.

Paul Elliott is a CFP® professional with 23 years of industry experience, currently affiliated with J.P. Morgan Securities in Farmington Hills, MI. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. 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 approach emphasizes non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible strategies that may include an ESG eligibility framework.

Jessica Chiang is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Farmington Hills, MI. She has 11 years of industry experience, including prior roles at Morgan Stanley and various positions within JPMorgan Chase and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their 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.

Michelle Oleszkowicz is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, NA since 2011. 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. The firm’s advisory process integrates quantitative and qualitative research with a focus on Eligible Strategies and may incorporate an ESG eligibility framework.

Montez Roberson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Ameriprise, Comerica Securities, Fidelity Management Services, and FIS Global. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with a focus on forward-looking capital market assumptions and ESG considerations.

Vianna Burns is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2014, including time at JPMorgan Chase Bank, N.A. since 2014. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility criteria.

Grant Sutter is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked within JPMorgan entities since 2011, including fifteen years at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research supported by a centralized due diligence team and includes broader derivatives and commodities capabilities.

Anthony Bartalino is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2005. 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. The firm’s advisory process is supported by centralized due diligence and incorporates quantitative and qualitative research with a potential ESG eligibility framework.

Mikaila Talentino is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds the Series 66 designation and has worked at various firms, including Aeropostale Inc and Sparc Group LLC. Talentino has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Eliza Rosenblatt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a due diligence process that combines quantitative and qualitative analysis.

Robert Steele is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Huntington National Bank and Cornerstone Community Financial Credit Union. Steele is currently based in Farmington Hills, Michigan. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory 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 incorporates an ESG eligibility framework when recommending eligible strategies.

Jessica Larive is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 and Series 63 designations. Her prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Summit Sports LLC, Pure Romance By Jessica Quintana, and Palace Sports and Entertainment. 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 approach combines quantitative and qualitative research supported by centralized due diligence and includes broader derivatives and commodities capabilities.

Sonya Maniaci is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jennifer Lyons is a Series 66 licensed financial advisor with J.P. Morgan Securities in Farmington Hills, Michigan, bringing four years of industry experience. Her career includes a 14-year tenure at Independent Health prior to joining JPMorgan Chase Bank and J.P. Morgan Securities in 2021. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lana Albawwab is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 licenses and four years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., DoorDash, and Oriental Express Travel & Tourism. 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, with a non-discretionary program supported by quantitative and qualitative manager due diligence.