Alanah Simmons is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has three years of industry experience. Prior to her current role, she held positions at JPMorgan Chase Bank, N.A., Allegis Group Inc, Alaska USA Federal Credit Union, and several other firms. 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 screening and qualitative research supported by a manager solutions team.

Timothy McNaney is a CFP®-designated financial advisor with 15 years of industry experience, currently with J.P. Morgan Securities in Gilbert, AZ. His prior experience includes roles at Vanguard Advisers and Vanguard Marketing Corporation. 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 integrates quantitative and qualitative research, offering clients recommendations that include ESG considerations and broader derivatives capabilities.

Christopher Howell is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Gilbert, AZ, and has 17 years of industry experience. He has worked with J.P. Morgan Securities since 2012 and previously spent time at Chase Investment Services Corp. Outside of his advisory role, he is a partial owner of Honu Enterprises, LLC, a retail clothing business. 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 combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria, offering a comprehensive approach supported by affiliated investment-management entities.