Matthew Miller is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and at Jpmorgan Chase Bank, N.A. since 2016. Outside of his advisory role, he serves as Treasurer and Board Member for New Fairfield Youth Basketball, a local 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 through a select group of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kathleen Black is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 designations and has worked in various roles within JPMorgan Chase Bank, N.A., and JPMorgan Securities LLC since 2018. Prior to joining JPMorgan, she was employed at Built Technologies and Regions Bank. 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. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Kelvin Savage is a CFP® and CFA® with 18 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2009 and also works with JPMorgan Chase Bank, N.A. since 2016. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Serena Fred 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 Securities LLC and JPMorgan Chase Bank, NA. 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.

Rachel Rogers is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her background includes roles at Lexington Partners, The Jordan Company, and academic positions at Amherst College and in the Department of Mathematics. She has also been involved with The Field Club of Greenwich. 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 operates as both a broker-dealer and registered investment adviser, delivering recommendations on a non-discretionary basis supported by centralized due diligence and an in-house manager solutions team.

Melissa Maurer is a Series 66-licensed financial advisor with J.P. Morgan Securities who has 20 years of industry experience. She worked at Citigroup Global Markets for 15 years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities LLC 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. Its process integrates quantitative modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Devin Thomas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2017 in various capacities. Devin serves as a board member on the Finance Committee at Waterside School, a nonprofit independent school in Stamford, CT, that supports children from diverse economic backgrounds. 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 through a combination of quantitative modeling and centralized due diligence.

Amaury De Parcevaux is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Morgan Stanley and its affiliated entities. Outside of his advisory role, he operates Paris LLC, providing private French tutoring to middle and high school students in Fairfield County. J.P. Morgan Securities offers 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.

Ian Dilts is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and with JPMorgan Chase Bank, N.A. since 2001. He holds Series 63 and Series 65 licenses. 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 investment strategies.

Nicholas Hoge is a Series 66-licensed advisor with J.P. Morgan Securities, based in Greenwich, CT, and has two years of industry experience. Prior to his current role, he has held positions at JPMorgan Chase Bank, N.A., and has been involved with organizations such as the Norwalk Yacht Club and the New Canaan Flag Football League. 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.

Michael Lombardo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hawkins Delafield & Wood LLP and First County Bank. 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.

Olivia Fox is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds the Series 66 designation and has prior experience at Deloitte and in marketing and communications. 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, which combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Alexander Rangell is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he worked for two years at Ernst & Young LLP. 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.

Kimberly Rose is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has been with J.P. Morgan since 2020, including roles at JPMorgan Chase 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 an ESG eligibility framework to inform its recommendations.

Jonathan England is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 licenses and having 19 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 brokerage, distribution, and investment management capabilities.

Armela Xhellima 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 various roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. 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 advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Mason Gronauer 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, Tulane University, Stephens Shared Services LLC, Autozoners LLC, and Ingredients Corp of America. 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 integrates its advisory services with affiliated brokerage, distribution, and investment management capabilities.

Aidan Cassidy 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 Goldman Sachs. Outside of finance, he has been involved with the Bucknell Student Calling Program and has experience related to Bucknell University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager and fund searches, and customized performance reporting.

Taylor Pinkernell 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 Securities, Pinkernell held positions at JPMorgan Chase Bank, N.A., J.P. Morgan Private Bank, and Paloma Partners Management Company. Outside of his financial career, he was involved with the Country Club of New Canaan for five 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 investment recommendations.

Mason Pagan is a Series 66-credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Prior to joining the financial sector, he served six years in the United States Coast Guard and attended the United States Coast Guard Academy. 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.