Irene Khane is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and 14 years of industry experience. Her prior roles include positions at Merrill and Morgan Stanley, and she is currently involved in health services as the owner of Comprehensive Infusion Therapy LLC, which provides vitamin infusion services at home. J.P. Morgan Securities offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Vidya Jaggernauth is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2012. She has worked within JPMorgan Chase Bank, N.A. since 1989. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.