Michael Herman is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at RBC Capital Markets for seven years. 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.

Jeffrey Gottfried is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked at several firms including Wells Fargo, Citizens Bank, and Black Oak Capital. Outside of finance, he has been involved with Revoomi LLC and has past experience in restaurant operations and media. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Daniel Wasser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013. 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 employs a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jordan Naft is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2017, also working with JPMorgan Chase Bank, N.A. since 2014. 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 integrates large institutional advisory operations with broker-dealer, investment advisory, and futures commission merchant functions.

Christine Vergari is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and 12 years of industry experience. Her prior roles include positions at Alliance Bernstein, the University of Miami, and the UNC Kenan-Flagler Executive Development program. 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 to support client decision-making.

Fatoumata Konate is a financial advisor at J.P. Morgan Securities with a Series 66 designation. She has prior experience at Goldman Sachs and has worked in various roles across financial services and corporate sectors. Outside of her advisory role, she was involved with Love Your Menses, Inc., a nonprofit organization. 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 institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kyler Cox is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Jpmorgan Chase Bank, JPM Distribution Services, Envisage Wealth, and experience in the Ohio House of Representatives. 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. The firm applies an ESG eligibility framework in its investment recommendations and offers services on a non-discretionary basis.

Sebastian Barbero is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, he worked at Ernst & Young Capital Advisors for five years and Jefferies for four years. 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.

Simone Melo is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, Merrill, and JPMorgan Chase Bank. 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 due diligence and an ESG eligibility framework.

Joseph Gentilucci is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles within J.P. Morgan entities since 2018. Outside of his advisory role, he is involved in real estate ownership and management through several partnerships and LLCs. 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 capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Blair Langstroth is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and concurrently owns Neustreet, LLC, a market data and research firm. Langstroth has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Janet Hibson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at JPMorgan Chase Bank and JPMorgan Securities since 2022. Prior to her financial services career, she held positions in chiropractic wellness and education. 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 broker-dealer and investment adviser registrations to serve its clients.

Kyle Gallagher is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at Rockefeller Capital Management and Deutsche Bank. 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.

Tyler Smillie is a CFP® with seven years of industry experience, currently working at J.P. Morgan Securities in Ft. Lauderdale, FL. He has previously held positions at Bank of America/Merrill Lynch and Fifth Third Bank. Outside of his advisory role, he is involved in managing a rental property through Smillie and Son Management, LLC. 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.

Sarun Ponluang is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. His background includes roles at Tesla, the U.S. Army, and involvement in a family-owned business, Mama Asian Noodle Bar LLC. He has also spent time in academic settings, including the University of North Carolina Chapel Hill. 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 recommendations.

William Schenck is a Series 66 registered advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, with six years of industry experience. He has previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, totaling 29 years in prior roles before joining J.P. Morgan. Outside of his advisory role, he holds a minority ownership in a small, women- and Hispanic-owned online jewelry and crafts business operated by his family. 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 and includes an ESG eligibility framework when recommending strategies.

James Crowley is a financial advisor with J.P. Morgan Securities in Jupiter, FL, holding a Series 66 designation. He has experience working at several firms, including Cantor Fitzgerald and Lombard Forte Securities Ltd., and joined J.P. Morgan Securities in 2025. 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, distribution, and investment management capabilities.

Nicholas Kollias is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2016, including J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Outside of his advisory role, he is involved in consulting through Okin Holdings LLC, focusing on life coaching and brand development, serves as a board member on the Audit Committee of the School Board of Broward County, and participates in content creation with Marwar Junction Productions, LLC. He also has interests as a musical artist with published work on iTunes. 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 manager due diligence and integrates ESG criteria when recommending strategies.

James Atkinson is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked previously at Goldman Sachs, Morgan Stanley Smith Barney, Mass Mutual, and Axa Advisors. Atkinson is also a Marine Reserve officer, performing logistics and civil affairs duties. 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.

James Fritz is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 designations and having 19 years of industry experience. His career includes ten years at TD Ameritrade before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2021. 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 due diligence and an ESG eligibility framework in its investment recommendations.

Lucy Hernandez Bazalar is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Ft. Lauderdale, FL, and has one year of industry experience. Her prior roles include positions at Merrill Lynch and Equitable Advisors South Florida. Outside of finance, she is the owner of Lulia Med Spa, a medical center in Lima, Peru, and is also an author, having written a book published on Amazon and other platforms. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach combines quantitative modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Carlee Ballard is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to this, her background includes positions at UBS Financial Services and experience in education at Northborough Southborough Public Schools. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and offers a range of services delivered by a select group of Wealth Advisors on a non-discretionary basis.

Gabriel Dias is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2024, following prior roles at Charles Schwab Bank and Charles Schwab & Co. His background also includes positions at Sprint, Lockheed Martin, and the University of Central Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ryan Kruss is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 credentials and four years of industry experience. His career includes roles at Goldman Sachs, Bank of America Merrill Lynch, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly 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 approach.

Jacob Weissman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has worked with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022, and previously was associated with Sterling National Bank and the University of Michigan's Barger Leadership Institute. 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 recommendations.

Max Mortellaro is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 66 licenses and having one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at BankUnited, PNC Bank, and Community Capital Management. 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.

Andrew Strotman is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. Prior to joining J.P. Morgan Securities, he has held various roles primarily related to professional baseball ownership and athletics ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Jacob Goldberg is a financial advisor at J.P. Morgan Securities in Ft. Lauderdale, FL, holding a Series 66 designation with three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, FIS Global, UMH Properties Inc, and Indiana University. J.P. Morgan Securities provides institutional consulting services to clients such as 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.

Robert Ballestas is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 credential and has previously operated Assurance Wealth & Financial LLC and The Ballestas Group. In addition to his advisory role, he is licensed to sell fixed insurance products and is involved with BG Insurance SVCS LLC. 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.

Matthew Arbucci is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Equitable Advisors and Axa Advisors. Outside his advisory role, he is a partner at RegenXscience, a company focused on skin rejuvenation and regenerative technology. 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 an ESG eligibility framework to guide investment recommendations.

David Piscatelli is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. His work history includes roles at CIBC Capital Markets, Zeus Financial LLC, Avenue One, and JPMorgan Chase Bank, N.A. He holds Series 63 and Series 66 licenses. 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 an ESG eligibility framework to guide investment recommendations.

Sofia Ballesteros is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Northwestern Mutual, and Human Capital Group. J.P. Morgan Securities 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 when recommending strategies.

Richard Thill is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He previously worked at Bank United for 13 years before joining J.P. Morgan Securities and J.P. Morgan Chase Bank in 2022. 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 applying an ESG eligibility framework in its investment recommendations.

Andres Ros is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. His prior work includes roles at JPMorgan Chase Bank, LA Fitness, PricewaterhouseCoopers, and CVS Health. 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 and investment management capabilities.

William Adams is a financial advisor at J.P. Morgan Securities with the Series 66 designation. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. His prior experience includes roles at Ameriprise Financial Services and Prestige Development. 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.

Jamie Umberger is a financial advisor with J.P. Morgan Securities LLC based in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and 21 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, Jamie worked at Bank of NY Mellon Wealth Management and Wells Fargo Clearing. Outside of finance, Jamie serves as an officer and secretary of Paint Smart Inc., a business involved in painting and renovation services. 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.

Alexander Ferrera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America for 22 years. Outside of his advisory role, he serves as a committee member for Brooke's Place, a nonprofit organization focused on strategic planning and marketing. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Bridget Barry is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. Her prior roles include positions at Janney Montgomery Scott and Baystate Financial, as well as a one-year term with the U.S. House of Representatives. 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. The firm applies an ESG eligibility framework in its recommendations and operates within a broader broker-dealer and banking organization.

Katharine Taglialatela is a financial advisor with J.P. Morgan Securities in Ft. Lauderdale, FL, holding Series 63 and Series 65 licenses and having two years of industry experience. Prior to joining J.P. Morgan in 2026, she worked at Ameriprise Financial Services from 2024 to 2026. Outside of her advisory role, she occasionally works shifts in event staffing as a waitress or bartender. 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 when recommending investment strategies.

Andrew Murray is a financial advisor with J.P. Morgan Securities and holds Series 63, 65, and 66 licenses. He has 23 years of industry experience, including roles at Barclays Capital, Lehman Brothers, UBS Financial Services, and Pershing LLC. He serves on the finance committee of the Lauderdale Yacht Club, a nonprofit organization focused on bath, tennis, and sailing activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through customized asset-allocation advice and manager searches, combining quantitative modeling with centralized due diligence and applying ESG eligibility frameworks.

Brett Schneider is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has held roles at JPMorgan Securities LLC since 2009 and at JPMorgan Chase Bank NA since 2006. He holds Series 63 and Series 65 credentials and is based in Ft. Lauderdale, FL. 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 and incorporates an ESG eligibility framework when recommending investment strategies.

William Brown IV is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, following a prior role at UBS Financial Services from 2015 to 2019. Outside of his advisory role, he is an investor in a real estate fund focused on manufactured housing developments in Florida. J.P. Morgan Securities 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 broker-dealer and banking organization.

Edgardo Borelly is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at Johns Hopkins University, PerfectPass Technologies, and National Securities Corp. 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 framework when recommending strategies, delivering services on a non-discretionary basis.

Cora Gilbert is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2024 and has prior experience in roles outside finance, including positions at Lynora’s Restaurant and the University of Florida Business Career Services. 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 in its recommendations and delivers services on a non-discretionary basis.