Nathan Wise is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., where he has worked since 2021. Prior to that, he held roles at Edward Jones and Liberty Mutual Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process blends quantitative and qualitative analysis, incorporating ESG criteria and broader derivatives capabilities.

Samuel Dueker is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Before joining J.P. Morgan Securities in 2025, he worked at TD Ameritrade Inc/Charles Schwab & Co. from 2018 to 2022 and was involved with West End Restaurants (Bricktop's) for several years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence with both quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks.