Chloe Lewis is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked in various roles including event management at Crystal Oaks, where she manages and supports events at an event venue in Fort Worth, TX. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative asset-allocation approach combined with centralized due diligence. The firm’s process incorporates ESG criteria and focuses on recommending approved funds and strategies on a non-discretionary basis.

Lesley Hill is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank since 2013, following a prior role at Chase Investment Services Corporation. Outside of her advisory duties, she serves on the Finance Committee of St. Patrick Cathedral Church in Fort Worth, Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

John Bator is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously spent 15 years at Century Management. He holds Series 63 and Series 66 credentials. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

John Adeniji is a CFP®-credentialed financial advisor with J.P. Morgan Securities in Fort Worth, TX, and has 24 years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2008. Outside of finance, he has been involved with Be Legend Gaming, LLC from 2020 to 2025. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Samuel Rouse is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He has worked at JPMorgan Chase Bank NA since 2015 and has held advisory roles at JPMorgan Securities LLC during multiple periods totaling seven years. 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 delivers these services alongside affiliated brokerage, distribution, and investment management capabilities.

Andrea Gerbrand is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 licenses and has prior work experience in retail and e-commerce, including roles with Michael Kors and managing an Amazon fulfillment business. Outside of her advisory role, she assists with a family-owned trucking company and helps coordinate weddings through a cousin’s event planning business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed process.

Samuel Perry is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at MFS Fund Distributors, Inc. and Sanctuary Advisors, LLC. He is currently based in Fort Worth, TX. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering its program on a non-discretionary basis.

Patrick Sanders is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 license and five years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Robert Williams is a CFP® with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities LLC since 2012 and has been affiliated with JPMorgan Chase Bank, N.A. since 2003. Williams also has experience as an independent advisor. Outside of his advisory work, he is involved in managing private rental property investments. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and recommends funds and strategies approved through its internal review processes.

Blake Baldwin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked at Jones Lang LaSalle and attended Texas Christian University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a quantitative, research-driven process that includes ESG considerations. The firm operates within the broader J.P. Morgan organization and offers customized investment solutions on a non-discretionary basis.

John Aughinbaugh is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been associated with J.P. Morgan Securities since 2009 and is also involved with Cowtown Capital I, LLC. Aughinbaugh serves on several nonprofit boards, including FWSSS Scholarships, Inc., Baylor Scott & White All Saints Health Foundation, Southwestern Exposition & Livestock Show, and the University of North Texas Health Science Center Foundation, contributing to scholarship funding, health care support, and community initiatives. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

William Schoen is a CFP® with 22 years of experience in the financial industry. He has worked at JPMorgan Chase Bank, NA since 2004 and has been with J.P. Morgan Securities since 2012. He is based in Fort Worth, TX and holds the Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors, combining institutional advisory operations with additional market-facing registrations and functions.

Blake Mistler is a financial advisor with J.P. Morgan Securities in Ft. Worth, TX, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at LPL Financial and Hudson Valley Credit Union. 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 select group of Wealth Advisors. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Kristin Hartwell is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Hartwell also had a role with the Tarrant County Democratic Party in 2020. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Diego Hernandez is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation. He has been with J.P. Morgan Securities and affiliated entities since 2024, following experience at Luther King Capital Management and completing his studies at Texas Christian University - Neeley School of Business. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Patrick Browning is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and previously worked at BIOS Partners, Steelhead Capital Management, and Deloitte Consulting LLP. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Brawley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously employed at IronPlanet for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Andres Flores is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, following prior roles with Wamu Investments, Inc. and Washington Mutual Bank. Based in Fort Worth, TX, Flores’s career spans both investment and banking sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Brandon Stephenson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Securities LLC, Jpmorgan Chase Bank NA, Grant Thornton LLP, and Catalyst Financial Group. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework as part of its investment approach.

Joshua Sanders is a Series 66-credentialed advisor at J.P. Morgan Securities with one year of industry experience. His background includes roles at JPMorgan Chase Bank, Southside Bank, and Texas A&M. He was also affiliated with The Association of Former Students in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG framework and offers services on a non-discretionary basis, with clients retaining final decision-making authority.