Stephanie Panayiotou is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and seven years of industry experience. She has worked at JPMorgan Securities LLC since 2018 and has been with JPMorgan Chase Bank NA since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ellie Suemin Ko is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, DBS Bank, and the David Zwirner Gallery. She studied at Columbia University from 2022 to 2026. J.P. Morgan Securities LLC 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. The firm offers these services on a non-discretionary basis with clients retaining final decision-making authority.

Christopher Mc Intosh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo and Bank of America/Merrill. He serves on the board and chairs the investment committee of the Locust Valley Cemetery Association, a nonprofit focused on long-term cemetery 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 recommendations.

Jeremy Levinson is a Series 66-registered advisor with J.P. Morgan Securities, based in Garden City, NY, with three years of industry experience. He previously worked at Bernstein Private Wealth Management and Deloitte Consulting. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jack Van Acker is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for seven years. His background also includes roles at Ford Motor Company and the University of Rochester. 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.

Joseph Farese is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2017, following earlier roles at Santander Securities LLC and the University of Rhode Island. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of products, including those available through its unique registrations and affiliations.

Jason Mairowitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill. 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 in its investment process.

Katerina Angelidakis is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has prior experience with JPMorgan Chase Bank and LoveShackFancy LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its recommendations.

Courtney Melvin is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. 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 when recommending strategies and offers non-discretionary services delivered by a select group of wealth advisors.

Elana Lundbye 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 Fidelity Investments and has held roles in various sectors including hospitality and education. 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 framework to recommend approved funds and strategies.

Allison Roye is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 designations. She has nine years of industry experience, having worked at JPMorgan Securities LLC and JPMorgan Chase since 2015. 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.

Nolan Gelman is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services Inc. Prior to joining J.P. Morgan Securities, he spent five years at UBS and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2021. 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 when recommending investment strategies.

Frank Iacovano is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and three years of industry experience. His prior experience includes roles at Bank of America, Merrill, and Northwestern Mutual. Outside of finance, he has worked in the restaurant industry. 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 for its recommendations.

Courtney Landow is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities, Landow held roles at JPMorgan Chase Bank, Harrison Richards, Stove And Tap, and Kiwi Yogurt. 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 to support its recommendations.

Jared Moreida is a financial advisor at J.P. Morgan Securities with a Series 66 credential and two years of industry experience. His prior work includes roles at Old Bridge Wealth, Inc., Sycale Advisors, and Family Management Corp., as well as employment at JPMorgan Chase Bank, N.A. outside of his current position. 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. The firm operates within the larger J.P. Morgan organization and offers a range of institutional investment solutions on a non-discretionary basis.

Molly Meneely is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at both J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. Outside of finance, she has been involved with Berest Dance Center Corp and Menely Trading LLC for eight years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm focuses on non‑discretionary services and incorporates an ESG eligibility framework in its investment recommendations.

Martin Albanese is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Charles Schwab, Stifel Nicolaus, TD Ameritrade, Lincoln Investment, and Fidelity. Albanese is based in Garden City, NY. 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 recommendations.

Sophie Sheehan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 65 designations and has worked at JPMorgan Chase Bank NA and Gap Inc. prior to her current role. 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 team of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Christopher Santoli is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Prudential Financial and JPMorgan Chase Bank. Santoli serves as a board member for Grace Christian Academy, a private Christian school in Merrick, NY. 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.

Justin Farmand is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. His prior roles include positions at CitiGroup Global Markets Inc and Northwestern Mutual. 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.

Michael Feldman is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and nine years of industry experience. His career includes multiple tenures at J.P. Morgan Securities 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 recommendations.

William Bermel is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Citigroup, Ocean Road Advisors Inc., Arbor Realty Trust, and Goldman Sachs. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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 while clients retain final decision authority.

Jenson Kurien is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., BankUnited, and various J.P. Morgan entities since 2014. 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 approach.

Donna Dougan is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A., TD Private Client Wealth LLC, TD Bank, N.A., and Chase Investment Services Corp. 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 incorporating an ESG eligibility framework in its recommendations.

Brooke Gronich 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, N.A. since 2024. Brooke attended the University of Michigan from 2020 to 2024. 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 manager due diligence. The firm applies an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.

Luke Orbon is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 63 and Series 66 licenses. His prior roles include positions at Bay Crest Partners LLC, DJM Capital, and Janney Montgomery Scott. Outside of finance, he was involved with Coliseum Kitchen Inc. from 2022 to 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Eric Volges is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank and CitiBank prior to his current role. 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.

George Davis is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase, Pace University, and AMC Networks. 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.

Laura Ciullo is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked previously at Merrill and Bank of America N.A. alongside her current roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023. 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 combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Luke Masciangelo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Cerberus Capital Management and American Investment Properties, as well as academic experience at Cornell University. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting alongside affiliated brokerage and investment management capabilities.

Lauren Macbryde is a financial advisor with J.P. Morgan Securities holding a Series 66 designation and has been in the industry since 2024. Prior to joining J.P. Morgan Securities, she worked at St. Louis Trust and Family Office and attended Washington University. She also had a role at The Parkmoor Drive-In. 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.

Glenn Turano is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank NA since 2016, as well as with JPMorgan Securities LLC since 2001. 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.

Milo Rothstein is a financial advisor at J.P. Morgan Securities with a Series 66 designation and nine years of industry experience. He has worked at Merrill, Bank of America, and J.P. Morgan Chase Bank prior to his current role. Outside of his advisory work, Rothstein is involved as a co-owner in a New York-based sour-candy company and an education service focused on NYS/NYPD licensing processes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary, quantitative asset-allocation approach combined with centralized due diligence. The firm offers a range of asset-allocation advice, investment manager searches, and customized performance reporting, operating within the broader J.P. Morgan broker-dealer and banking organization.

Sam Botwinick is a Series 66-licensed financial advisor with J.P. Morgan Securities in Garden City, NY, and has four years of industry experience. His work history includes roles at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022, as well as previous positions outside the financial sector. 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 applies an ESG eligibility framework when recommending strategies.

Gregory Tully is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at UBS and in various roles including at Syracuse University and Tully Law Group. 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.

Dylan Dotan is a Series 66 licensed financial advisor with two years of industry experience, currently with J.P. Morgan Securities. His prior work includes roles at JPMorgan Chase Bank and Life Time, and he attended Duke University from 2020 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.

Delaney Zander is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. Zander has been with the firm since 2026 and has previous experience at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework and offers a range of approved funds and strategies through a non-discretionary advisory model.

Kevin Sheehy is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Partners Capital Services Inc., American Capital Partners LLC, RBC Capital Markets, MUFG Securities Americas Inc., and SMBC. 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 broker-dealer, investment adviser, and commodity-related registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Moon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank and the Horatius Group, as well as time spent at Cornell University. 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 large team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Gabriella Bisesi is a financial advisor with J.P. Morgan Securities in Garden City, NY, holding a Series 66 credential and one year of industry experience. Her prior work includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank. 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.

Olivier Bernardini is a CFP®-designated financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and previously worked at Ayco/Goldman Sachs. 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 to support its recommendations.

Caitlin Hubbell is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2021, with prior experience at UBS and several other organizations. 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.

Joseph Crema is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including prior roles at JPMorgan Chase Bank and academic positions at Loyola University Maryland. 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.