James Vinograd is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His career includes 15 years at JPMorgan Chase Bank NA before joining J.P. Morgan Securities in 2021 and founding Wheelograd LLC in 2026. 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 in its recommendations.

Laura Davis is a financial advisor at J.P. Morgan Securities with 19 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 2006. 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 additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Mc Kenna Harden is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Prior to joining J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., Harden held positions at Piper Sandler, Leucadia Asset Management, 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 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 while allowing clients final decision authority.

Matthew Murray is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 registrations and bringing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and has been with JPMORGAN Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

John Magliula is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop customized financial plans that align their wealth with their values and goals. He has held roles at Fidelity Investments since 2024, including Planning Consultant, and previously served as a Financial Advisor at Northwestern Mutual from 2023 to 2024. John holds a California Insurance License. His professional approach emphasizes simplifying complex financial decisions to provide clarity and confidence at every stage of wealth management, focusing on purposeful planning across generations. Outside of his professional work, John engages in family activities and enjoys fitness, hiking, outdoor adventures, reading, and traveling.

Filippo Petrini is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various JPMorgan entities since 2018. He is also involved with Captains Log, 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 recommendations.

Alexandra Remmel is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of her advisory role, she is an owner and silent partner in sober home properties and a health and wellness initiative supporting women recovering from addiction. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver non-discretionary wealth management solutions.

Christine Maksimow is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at First Republic Bank for nine years. Outside of her advisory role, Maksimow is a partner in Beurre Creamery LLC, an artisan butter manufacturing business. 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.

Jack Krause is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63, 65, and 66 licenses and with two years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, N.A., and involvement with several organizations such as the Isenberg School of Management and Berkshire Impact Consulting. 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 through a non-discretionary process that incorporates quantitative modeling and ESG criteria.

Matthew Jones is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2014. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Mareyam Sattarpour is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 credential and has been with various J.P. Morgan entities since 2013. 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.

Joel Gray is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His work history includes roles at JPMorgan Chase Bank, Envision Capital, Citizens Financial Group, and Wells Fargo. Outside of finance, he was involved with The Pantry Restaurant of Edina Inc for over a decade. 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.

Matthew Maimone 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, he worked at Columbia University and held various roles related to the performing arts, including founding Metropolitan Concert Artists, Incorporated, a platform for music teachers and students. 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 combines large institutional advisory operations with broader market-facing registrations and offers non-discretionary investment recommendations supported by an in-house manager solutions team.

Mariah Sawyer is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2005. 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 eligible strategies.

Gery Brownholtz is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and five years of industry experience. His prior roles include positions at Equitable Advisors and DBRS, Inc., as well as employment as a tutor through the Wyzant, Inc. platform. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Katherine Elliott Moskwa is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at GAMCO Investors Inc. and Sotheby's and has been affiliated with JPMorgan Chase Bank, N.A. alongside her current role. She also has experience at Columbia University. 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 applying an ESG eligibility framework in its recommendations.

John Harrington is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has one year of industry experience, including prior roles at UBS and JPMorgan Chase Bank. Outside of finance, he has been involved with the Sacconnesset Golf Club. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Ryan Jendzejec is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His professional background includes roles at JPMorgan Chase Bank, Centreville Bank, and prior positions at Providence College and New Balance Westchester. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Justin Nelson is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2008. Outside of finance, he is a passive investor in aerospace and food and beverage ventures. 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 in its recommendations.

Ryan Mc Grath is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, also serving at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC 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.