Wendi Ann Francis is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has worked at several firms including Regions Bank, Cetera Investment Services, and JP Morgan Chase Bank. Outside of her advisory role, she owns Roots & Resilience LLC, which provides literacy materials and cultural programs focused on social and educational topics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that combine quantitative asset allocation with centralized due diligence, applying an ESG eligibility framework.

Jessica Pan is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 63 designation and 27 years of industry experience. Her prior career includes nine years at Bank of America and Merrill. Outside of her advisory work, she manages rental properties in Texas, overseeing rent collection and maintenance coordination. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.