Olena Bracks is a financial advisor at J.P. Morgan Securities in Houston, TX, with six years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at BNY Mellon NA and BancWest Investment Services, Inc. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Eric Poli is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 designations and nine years of industry experience. He has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and has also been affiliated with Houston Community College since 2016. 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 through a non-discretionary advisory program.

Marcia Miller is a financial advisor at J.P. Morgan Securities in Houston, TX, with three years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc. and Ascension Capital Advisors. Outside of finance, she owns and operates East End Bows, a business that produces and sells baby clothing and headwear. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Jose Garcia is a financial advisor at J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 designations. He began his career in the financial industry in 2026 after working in various roles in the automotive and payment solutions sectors. 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, with clients retaining final decision-making authority.

Ryan Ingram is a CFP® professional with 28 years of experience in the financial industry. He is currently with J.P. Morgan Securities, where he has worked for 13 years. His prior experience includes roles at Merrill and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.