Vincent Winder 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 previous roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. 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.

Joshua Peterson is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Outside of finance, he has been involved with Peterson Golf LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering customized asset-allocation advice and performance reporting through a program that combines quantitative modeling with centralized due diligence and an ESG eligibility framework.

Arash Ahmadi Tehrani is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Anthony Hill is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he has worked in various roles including at JPMorgan Chase Bank and has been involved with Consumer Direct Care Network Texas since 2017, providing home-care services. He also serves on the finance committee of the Presbyterian Night Shelter as a board member. 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 applying an ESG eligibility framework in their recommendations.

Tiffany Smith is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and 17 years of industry experience. She has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. since 2012. Outside of her advisory role, she serves as a director and treasurer for Cross Made Me Ministries, where she manages bookkeeping and annual tax filings. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Regan Hasley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a board member for the YMCA of Metropolitan Fort Worth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Bo Lamar is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021, he worked in the energy sector with firms including Renegade Well Services, Diamondback Energy, Taurex Drill Bits, and FDL/Devon Energy. 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 and centralized due diligence. The firm applies an ESG eligibility framework in constructing investable universes and generally offers advice on a non-discretionary basis.

Abraham Zelenyak is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, and previously spent a year at Highland Wealth - Northwestern Mutual. 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 applying an ESG eligibility framework in its recommendations.

Ruby Hawkins is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. She has worked at JPMORGAN Chase Bank, N.A. and J.P. Morgan Securities since 2024, with a period of unemployment prior to that. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Anna Evans is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Oklahoma State University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jesse Dax is a CFP® professional with 27 years of industry experience, currently serving at J.P. Morgan Securities since 2014. He holds Series 63 and Series 65 licenses and is based in Fort Worth, TX. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Blaze Mc Mellian is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has previously worked at Ernst & Young LLP and Ausdal Financial Partners, Inc. Outside of his advisory role, Mc Mellian is an owner and influencer at McBets, LLC, where he writes articles and conducts research related to sports. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Sawyer Link is a financial advisor at J.P. Morgan Securities in Fort Worth, TX, with credentials including Series 63 and Series 65. They have experience working at Goldman Sachs & Co. LLC, Stellantis, and Texas A&M University, among other roles. Additionally, Link is involved with Exotic Capital, LLC. J.P. Morgan Securities 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 investment strategies.

Daniel Hancock is a financial advisor with J.P. Morgan Securities. He holds a Series 66 designation and has industry experience beginning in 2025. His background includes service in the United States Army from 2019 to 2024 and education at Cornell University from 2024 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Marcus Mainord is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 registrations and 21 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. Outside of his advisory role, he is an owner and partner of STMJ LLC, a recently formed LLC focused on owning recreational real estate. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

John Dierker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he served in the United States Coast Guard for nine years and worked at Velox Operations LLC. 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 capabilities with brokerage and investment management services.

Ricardo Medina is a CFP®-certified financial advisor with J.P. Morgan Securities in Fort Worth, TX, where he has worked for 14 years. He has 20 years of industry experience. Outside of his advisory role, he owns and manages The Golden Antler Lodge, a short-term rental property in Oklahoma. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting. The firm combines large institutional advisory operations with broker-dealer and futures commission merchant registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Sofia Uceda is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Charles Schwab & Co and JPMorgan Chase Bank, N.A. Outside of her advisory role, she works as a Field Marketing Specialist for Nutrabolt, promoting health and wellness products. J.P. Morgan Securities 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 investment approach.

Monica Dove is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked in various capacities with JPMorgan Chase Bank, N.A. since 2010, including self-employment since 2014. 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, delivering recommendations on a non-discretionary basis.

Cullen Green is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2011. Prior to that, he worked at JPMorgan Chase Bank, N.A. starting in 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 delivers these services on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.