Michelle Newall is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has been with J.P. Morgan in various capacities since 2016. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Naidia Dowou is a CFP® with six years of industry experience and is currently with J.P. Morgan Securities in Greenwich, CT. She has held roles at JPMorgan Chase Bank, Fidelity Investments, Alliance Bernstein, TD Ameritrade, and TD 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 applying an ESG eligibility framework in its investment process.

Nicholas Thompson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Morgan Stanley and Ms Capital Group Inc. before joining J.P. Morgan in 2022. J.P. Morgan Securities LLC 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nolan Shay 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 and JPMorgan Chase Bank, N.A. Nolan also has experience with Gasthalter & Co and has been involved with the Town of Trumbull. 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 in its recommendations.

Scott Bowen is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2012, and previously at Merrill from 2006 to 2009. Bowen serves as a board member on the investment committee of the Darien Community Foundation, a nonprofit supporting local organizations in Connecticut. He is also a passive investor in pharmaceutical ventures including Evecxia and Retension Pharmaceutical. 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 strategies, delivering services on a non-discretionary basis.

Dylan Smith is a Series 66-licensed advisor currently with J.P. Morgan Securities. He has one year of industry experience and has held positions at several firms, including Bourgeon Capital Management LLC and Strategies For Wealth. Outside of finance, he worked at Silvermine Golf Club for two 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 an ESG eligibility framework in their investment approach.

Luke Murphy is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to his current role, he worked with JPMorgan Chase Bank and JPMorgan Securities LLC since 2018. He also has experience at Ruffalo Noel Levitz and has been affiliated with Tufts University in multiple roles. 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 incorporating an ESG eligibility framework in its recommendations.

Kristine Augenthaler is a financial advisor with J.P. Morgan Securities in Greenwich, CT, holding Series 63 and Series 66 credentials and two years of industry experience. Her prior positions include roles at JPMorgan Chase Bank, Corporate Employment Resources, Inc., and Circle Wealth Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Cecelia Jane Stein is a financial advisor with J.P. Morgan Securities. She holds a Series 66 designation and has one year of industry experience, including prior roles at JPMorgan Chase Bank, N.A. and The 33rd Team. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Henry Ferris Jr. is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank and National Corporate Housing. Outside the financial industry, he has experience working with a car wash business, Shine On Car Wash. 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.

Schuyler Azzolin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors, operating alongside affiliated brokerage, distribution, and investment management capabilities.

Hamza Hamid is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has five years of experience in the industry and has also been involved as an owner and partner in a holding company managing ownership in subsidiaries. His prior work history includes roles at Pacific Investment Management Company and Pathfinder 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.

Thomas Lacaria is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2014. 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 clients retain final decision authority.

G. Patrick Fox is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has worked at J.P. Morgan Securities since 2010 and at J.P. Morgan Chase Bank, NA since 2016. Fox holds Series 63 and Series 65 licenses. He serves as a board member and participates on the Finance and Investment committees of the Stepping Stones Museum for Children, a nonprofit focused on educational opportunities for young children. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its team of Wealth Advisors. The firm combines institutional advisory services with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while maintaining centralized due diligence and an ESG eligibility process.

Alex Bahary is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to his current role, he has worked at JPMorgan Chase Bank, N.A. since 2014. He serves as a board member on the investment committee of The Jewish Community Foundation, a nonprofit organization. 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.

Carlyn Florio is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Houlihan Lokey and JPMorgan Chase Bank, N.A., as well as diverse experiences outside finance such as working with SailGP and Baywater Summer Camp. 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, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.