Jacob Michalski is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with J.P. Morgan Securities since 2021 and concurrently associated with JPMorgan Chase Bank, N.A. since 2020. Prior to this, he worked at Routine Baseball and Complex Solutions from 2018 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by a manager solutions team and includes capabilities in derivatives and commodities through affiliated entities.

John Wasikowski is a financial advisor with J.P. Morgan Securities in Franklin, WI, holding a Series 66 designation and bringing 16 years of industry experience. His career includes prior roles at Associated Investment Services, Morgan Stanley, and Merrill. Since 2013, he has been with JPMorgan Securities LLC. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supported by centralized due diligence and broader derivatives and commodities capabilities.