Kayla Williams is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. She has worked at various J.P. Morgan entities since 2009. Outside of her advisory role, she is involved with Young Living Essential Oils, primarily using their products for personal health as recommended by her doctor. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm supports its advisory process with centralized due diligence and offers a program incorporating forward-looking capital market assumptions and ESG eligibility frameworks.

Eric Paba is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His career includes roles at JPMorgan Chase Bank, Charles Schwab, and Ameritrade Investment Management. 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 supported by a centralized manager solutions team and incorporates an ESG eligibility framework in its recommendations.