Kristina Sai is a financial advisor with J.P. Morgan Securities based in Fountain Hills, AZ. She holds Series 65 and Series 63 licenses and has four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., she worked at the National Bank of Arizona and the Tucson Medical Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Walker Lowes is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. He previously worked at JPMorgan Chase Bank NA and J.P. Morgan Securities from 2021 to the present. Outside of his advisory role, Lowes is a silent partner in two automotive businesses focused on manufacturing, repair, and maintenance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program emphasizing written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens and qualitative research, and it maintains broader derivatives and commodities capabilities compared with many institutional advisors.

Thomas Wiegand is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2016. His prior experience includes roles at Capital Client Group, Inc. and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model portfolios, offering access to a range of eligible strategies and ESG considerations.