Brian Paone is a financial advisor with J.P. Morgan Securities in Hinsdale, IL, holding a Series 66 designation and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, N.A. since 2006. Prior to that, he worked at Ameriprise in 2004. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. Their non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and research.

Carrie French is a Series 66 licensed financial advisor with J.P. Morgan Securities in Hinsdale, IL, bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also holds a role with JPMorgan Chase Bank, N.A. since 2007, following a brief tenure at Edward Jones. 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 within a non-discretionary program. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations, with capabilities that include broader derivatives and commodities services.

Hana Murphy is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 designations and eight years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to her financial career, she was involved with Two Brothers Brewing Company and United States Beverage. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with an emphasis on eligible strategies and ESG considerations.