Kevin Aussenheimer is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018. 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 when recommending strategies.

Samuel Tsinman is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Citigroup prior to his current role. 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 through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Catherine Leach 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 J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 and applying an ESG eligibility framework in its recommendations.

Michael Capuano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He previously worked at Purshe Kaplan Sterling Investments, Massachusetts Mutual Life Insurance, Sutton Place Investors, Prudential Advisors, and Citibank. Capuano is dually registered as an investment advisor representative and registered representative, and he also provides fixed insurance advice. J.P. Morgan Securities LLC offers 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.

Francesca Fraim is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation. She has been with the firm since 2026 and previously had roles at Incubex and Brown University School of Engineering. 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.

Hugh Mc Guire is an advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His recent work history includes positions at JPMorgan Chase Bank, N.A., Morgan Stanley, and Telcoin LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Hans Keden is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and over 20 years of industry experience. He has been with J.P. Morgan Securities since 2006 and has worked at JPMorgan Chase Bank, N.A. since 1998. Outside of his advisory role, he serves as Chairman of the Board for Studio Slew, a nonprofit art studio providing free art lessons and access to the arts for the local community. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm delivers asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors, combining institutional advisory operations with a range of brokerage and investment management capabilities.

Carolyn Cardell 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., and Standard Motor Products, Inc. Outside of finance, she has experience in the retail food sector with Robeks Smoothies and Juices. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Maria Papanicolaou is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. Her prior experience includes roles at International Seaways Inc and Mixology Clothing Co. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a non-discretionary, research-driven process that integrates quantitative asset-allocation modeling and centralized due diligence.

John Malarney is a Series 66 licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. His prior roles include positions at Private Wealth Management BlockFi, UBS Financial Services, and Morgan Stanley. 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, distribution, and investment management capabilities.

Philip Baity is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2009, including a decade at JPMorgan Chase Bank, N.A. Outside of his advisory role, he is an owner and president of Flywheel Seeds LLC, a family pooled investment vehicle, and a private equity investor in Glassbeam, Inc. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Emmett Mc Conville is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 designations. His career includes a decade-long tenure at J.P. Morgan Securities and J.P. Morgan Chase Bank NA, as well as ownership of a private real estate entity unrelated to his advisory role. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Olivia Mooney is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Jpmorgan Chase Bank, N.A. Prior to her financial career, she was involved in the hospitality sector, including roles at Long Island Raw Bar LLC, Shultzy's Restaurant, and Wall's Wharf. 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.

Lauren Matthiesen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and totaling 27 years of industry experience. She has been with JPMorgan Securities LLC since 2001 and JPMorgan Chase Bank NA since 2016. Outside of her advisory role, she is a partial owner of an investment entity involved in student apartments near BYU in Provo, Utah. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Gregory Sperrazza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan in various roles since 2010 and also serves as a general partner of Fellspoint Holdings LLC, a family investment vehicle. 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 through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities.

Jeffrey Rogoff is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank since 2023. His prior experience includes roles at AllianceBernstein and Beal Bank. 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 affiliated brokerage and investment management capabilities.

Keri Maccoll is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2003. Outside of her advisory role, she is involved as a co-founder and general partner of Knock Twice Holdings LLC, a beverage company, serves as a director and treasurer at Westhampton Country Club, and is an officer on the board and finance committee of The Darien Foundation. Additionally, she advises MilkMate, a health and wellness company supporting working mothers. J.P. Morgan Securities 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 modeling with centralized due diligence and applies an ESG framework in its recommendations.

Teo Gomez Cruchaga is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and is based in Greenwich, CT. Prior to his current role, he has held positions at JPMorgan Chase Bank, N.A. and worked with Zilo International Group LLC and GoodRec. 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 when recommending investment strategies.

Tia Mahaffy is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Walker Haynes is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and served six years in the United States Marine Corps. Haynes is a board member of Unturning Steel Incorporated, a nonprofit focused on supporting veterans during their transition to civilian life through job placement and certification programs. 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 offer customized investment solutions.