Louis Bader is a CFP®-credentialed financial advisor with 18 years of industry experience, currently serving at J.P. Morgan Securities. He has worked at J.P. Morgan Securities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Amanda Allie is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 13 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non‑discretionary advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christopher Tyll is a financial advisor with J.P. Morgan Securities in Farmington, MI, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 within a non-discretionary advisory program.

David Viane is a financial advisor with J.P. Morgan Securities in Farmington, MI, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. 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 with forward-looking capital market assumptions and includes ESG considerations.

Raphael Salim is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has previous experience at JPMORGAN Chase Bank, N.A. and Sunoco. Outside of his advisory role, he is a partner in a real estate business, P&R Management LLC. 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 incorporates both quantitative and qualitative due diligence and offers access to a range of eligible investment strategies, including those with ESG considerations.