Daniel Kimes is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank, NA since 2010. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Layne Vanstone is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has been with J.P. Morgan since 2015. J.P. Morgan Securities 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 non-discretionary program. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Richard Gnau is a CFP® professional with 19 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2013. He holds Series 63 and Series 65 licenses and is based in Fort Wayne, Indiana. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis.