Kyle Hitchcock is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. He has worked with J.P. Morgan Securities since 2011 and JPMorgan Chase Bank, NA since 2016. Based in Fort Worth, TX, he has spent his career within the J.P. Morgan organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, combining large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sabrina Hurley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and having 10 years of industry experience. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2022 and previously operated a business called Perfect Piece By Saby from 2021 to 2024. 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.

Blake Georg is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Chase Bank, Texas A&M University, Cargill, and Lockheed Martin. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization.

Brandon Lydick is a CFA® charterholder with 19 years of industry experience. He is currently affiliated with J.P. Morgan Securities in Fort Worth, TX, where he has worked since 2010. His professional background includes roles at JPMorgan Chase Bank, N.A. and ownership in Daman Lydick Investments Ltd. Outside of his advisory work, he serves on the board of the Adera Foundation, a nonprofit focused on supporting families in Ethiopia through educational initiatives. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and manager research through a structured, quantitative process that incorporates ESG criteria and centralized due diligence.

Ryan Groce is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various roles from 2011 to 2025. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Lori Gust is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also owns Bella Arte, a business focused on photographing and selling still life photos directly to individuals. 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 large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Keith Wiley is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. Prior to joining J.P. Morgan in 2017, he worked at First Financial Trust & Asset Management and LEE Financial Company. Since 2021, he has been a member of the Texas Tech University Investment Resource Council, supporting the stewardship and communication of the university system’s investment program. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework.

William Smiley is a financial advisor with J.P. Morgan Securities in Fort Worth, TX. He holds a Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, N.A. and held various roles at Liberty University and Shadow Mountain Community Church. J.P. Morgan Securities 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 to inform recommendations.

Blake Spiller is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. He previously worked at Cain Watters & Associates and has academic experience from Texas Christian University. J.P. Morgan Securities 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 incorporates an ESG eligibility framework and offers access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Alexa De Moss is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked in various roles during her time at Texas Christian University and its Campus Recreation Center. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Jason Daugherty is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 66 designations and 22 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. from 2009 to 2012. Outside of advising, he receives royalties from mineral rights related to oil and gas exploration with XTO Energy. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework in its investment recommendations.

Stephan House is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at TIAA, TD Ameritrade, Fidelity Investments, and Precision Castings of Arkansas. 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 affiliated brokerage and investment management capabilities.

Ava Tanner 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, she worked at Snow Garrett Williams and has experience outside finance with Athletic Performance Volleyball and Truly Trendy Boutique. 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 investment recommendations.

Paul Ray is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. His prior roles include over two decades at Phillips Ray Capital Management, Inc. He is also a limited partner in a real estate partnership unrelated to his advisory work. 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.

Clint Swinney is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. He has been with J.P. Morgan Securities since 2012 and has a long tenure at JPMorgan Chase Bank, N.A. dating back to 1998. Outside of his advisory role, he is involved with BranEm Properties LLC. 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 applies an ESG eligibility framework in its recommendations, delivering services through its Institutional Consulting Services program.

Aaron Rowan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024. Prior to his roles in finance, he gained experience at companies including Adobe, Workfront, and PricewaterhouseCoopers. 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. The firm applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Gaige Northrup is a financial advisor with J.P. Morgan Securities in Fort Worth, TX, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at Bird Rides Inc., Bok Financial, and Lone Star Pharmaceuticals. He also has a background with Oklahoma State University and involvement in various organizations including the PGA of America and American Golf Corporation. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers customized solutions with an ESG eligibility framework and access to a broad range of investment products, operating within the larger J.P. Morgan broker-dealer and banking organization.

Olivia Mccalla is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. Her work history includes roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2019, as well as positions in leadership and admissions at Hope College and Michigan State University. She also has experience in home care assistance and agricultural business management. 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 delivers these services alongside affiliated brokerage and investment management capabilities through a non-discretionary advisory model.

Lyndon Westerberg is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Fort Worth, TX. He has been with J.P. Morgan Securities since 2003 and has been associated with JPMorgan Chase Bank, N.A. since 1996. 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 investment process.

Andrew Lewis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, Wells Fargo Clearing, and Wells Fargo Advisors. 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 affiliated brokerage and investment management capabilities.