Colby Hunt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at JPMorgan Securities since 2017 and previously with Axa Advisors from 2014 to 2017. 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 uses centralized due diligence combining quantitative and qualitative analysis to build model asset allocations and incorporates an ESG eligibility framework.

Adriana Penaloza is a financial advisor with J.P. Morgan Securities based in Houston, TX, holding Series 63 and Series 66 licenses and with 14 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2011. In addition, she has a business interest in JDAP Collection, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of wealth advisors. The firm’s non-discretionary program focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Cade Vanallen is a financial advisor at J.P. Morgan Securities based in Houston, TX. He holds Series 63 and Series 66 licenses and has been in the industry since 2026. Prior to his current role, Cade worked briefly at Charles Schwab and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and a broad range of capabilities including derivatives and commodities.

Lundyn Cuellar is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Cuellar worked at Bank of America Corporation/Merrill Lynch for three years. 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.