Mary Grace Pidgeon is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Deloitte & Touche LLP, Opportune LLP, and 3E Management LLC. 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 manager due diligence and an ESG eligibility framework.

Brooke Reeb is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has worked at J.P. Morgan since 2017 and previously spent two years at Crestline Investors, Inc. Outside of her advisory role, she is an owner and partner of Trinity River Distillery and serves on the Board of Governors for the Texas Ballet Theater, a nonprofit organization. She also holds a minimal role with Reeb Law PLLC, a family law practice. 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 incorporates an ESG eligibility framework when recommending investment strategies.

Kimberly Burns is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2006. Based in Fort Worth, TX, Burns operates within a large institutional firm serving a broad client base. 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 and investment management capabilities.

Evan Johnson is a Series 66 licensed financial advisor with J.P. Morgan Securities LLC, based in Fort Worth, Texas. He has two years of industry experience, including roles within JPMorgan Chase Bank and J.P. Morgan Securities. Prior to joining the financial industry, he held various positions at companies such as Kendra Scott, Site Centers, and Cameron Mitchell Restaurants. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Rezso Spruch is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked with firms including Interactive Brokers and Merrill. He has been with various J.P. Morgan entities since 2018. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of products through its affiliation with the broader J.P. Morgan organization.

Nathan Makdessi is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he worked at Goldman Sachs and Jump Investors. Outside of finance, he assists with implementing AI technologies at Quantum Geotechnical, a civil engineering firm owned by his family. 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.

Chris Hibbitts is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2006, including a concurrent role at JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory work, he is a professional bowler. 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, distribution, and investment management capabilities.

Allison Westmoreland is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan since 2016. Outside of finance, she has experience in the medical supply industry through Fresh Air Oxygen and Medical Supplies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Rusti Gunn is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Wells Fargo Advisors and Merrill Lynch. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its investment recommendations.

Emily Farris is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at Bank of America and Crestline Investors. 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 its recommendations.

Charlotte Duncan is a Series 66 licensed financial advisor with five years of industry experience, currently affiliated with J.P. Morgan Securities in Fort Worth, TX. Her prior experience includes roles at JPMorgan Chase Bank, N.A., Kimbell Royalty Partners, and First American Payment System. 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 investment process.

Sarah Garrity is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2023. Prior to her current roles, she was involved with the Fort Worth Chamber of Commerce from 2021 to 2023 and held positions at Revel XP and Deep South Pout. 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.

Hannah Crane is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining J.P. Morgan, she worked at Goldman Sachs and has held various roles at Vanderbilt University, Yeti, Mi Golondrina, and Oscar de la Renta. 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 in recommending investment strategies.

Mark Roberts is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with JPMorgan Chase Bank NA and J.P. Morgan Securities LLC since 2013. Outside of his advisory role, he serves on the finance committee of the Key School of Fort Worth, a private school for students with learning differences, where he assists with budgeting and finance decisions. 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 applying an ESG eligibility framework in its recommendations.

Tye Mc Clure is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has previously worked at Merrill and Bank of America NA. Mc Clure serves as a board member on the finance committee of Methodist Justice Ministry, a nonprofit law firm providing services to those who cannot afford them, and as an advisor on the finance committee for Colonial Country Club in Fort Worth. 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 to support client decision-making.

Ryan Mandell is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Fort Worth, TX. He has been with the firm since 2026 and has prior experience at JPMorgan Chase Bank, N.A. and Pharos Capital Group. Before his current role, he worked at Moraga Country Club from 2020 to 2023. 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.

Ben Stewart Jr. is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding the Series 63 and Series 66 credentials and having 13 years of industry experience. His prior work history includes roles at Wells Fargo Advisors and Tailwind Ventures, LLC. He serves on the board of the Fort Worth Museum of Science and History, participating on the finance committee and helping oversee museum initiatives. 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.

Reya Resendiz 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 Securities, she held roles at JPMORGAN Chase Bank, N.A., and worked at various other organizations including The Barrel and Hume Christian Camps. 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 delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Coulter Bostick is a financial advisor at J.P. Morgan Securities with Series 66 credentials and two years of industry experience. He previously worked at Caldwell and Ray Partners, Inc. Outside of his advisory role, he is involved with a local band as an employee and contractor. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Luke Griffin is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., LPL Financial, and previously held a role at Baylor University. 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.