Oliver Field is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 designation and previously worked at Robert W. Baird and Russell Investments. 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 recommended strategies.

Isabella Mantilla Valdivieso is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of experience. Her prior work includes roles at Goldman Sachs and JPMorgan Chase Bank, N.A., as well as various positions at Trinity University, including involvement with the football department and the admissions office. 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 an ESG eligibility framework.

Rafi Mustafa Rizvi is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities since 2014, including a decade at J.P. Morgan Chase Bank, NA. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Lee Ward is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and Wells Fargo. 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.

Nico D'argento is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and beginning his industry experience in 2026. His prior experience includes roles at Hodges Capital and KIIAN Capital Partners, as well as a period at Baylor University. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Erik Bencomo is a CFP®-certified financial advisor with 21 years of industry experience. He is currently with J.P. Morgan Securities in Houston, TX, having joined the firm in 2024 after eight years at Charles Schwab. His prior experience includes roles at Merrill, TD Ameritrade, and Salient Capital Advisors. 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.

Jeffrey Brannigan is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2018. Prior to this, he was employed at Delicato Family Vineyards from 2016 to 2018. 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 applying an ESG eligibility framework in its recommendations.

John Alarcon is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Duke University and Health System, Nissan North America Inc., Laffer Tengler Investments, and Washington University. J.P. Morgan Securities 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.

Roberto Lopez Araiza is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 66 licenses. He has 12 years of industry experience and has been with J.P. Morgan in various capacities since 2016. Outside of his advisory role, he is involved in managing rental properties through RSLA Industries, LLC and 2707 Eado Edge, LLC. 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.

David Galic is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of advising, he is a passive investor in a UK-based science company focused on microbial solutions for water and agriculture. 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.

Kimberly Hinson is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 25 years of industry experience. She has worked at J.P. Morgan Securities since 2001 and has been with JPMorgan Chase Bank, N.A. since 2017. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hillary Naeve is a Series 66-licensed financial advisor at J.P. Morgan Securities with 16 years of industry experience. She has worked at JPMorgan Chase Bank, N.A. for 10 years and has been with J.P. Morgan Securities for 11 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 to support non-discretionary decision-making.

Bailey Nwaozo is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and previously worked at Dimensional Fund Advisors and ESPN, as well as having a long association with the University of Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

John Moore is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked in various roles including positions at JP Morgan Chase Bank, Nextgen Growth Partners, and Parametric Portfolio. Moore was also affiliated with the University of Iowa for five years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers a range of investment strategies approved through an internal review process.

John Hinman is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase and its affiliates since 2012. Outside of his advisory role, he is an owner and partner in an agricultural business focused on raising cattle. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

William Santos is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank in multiple periods since 2016, with prior experience at Bank of New York Mellon and Citigroup. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates with access to a broad range of products through its unique registrations and affiliations.

David Cohen Angel is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes a brief tenure at Boston Consulting Group and roles within JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation models and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Omair Mirza is a Series 66-credentialed financial advisor with J.P. Morgan Securities in Houston, TX, beginning his industry career in 2026. Prior to joining J.P. Morgan Securities, he held roles at JPMorgan Chase Bank, N.A. and served multiple terms with the U.S. House of Representatives as well as the U.S. Department of State. 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 in its recommendations.

Jose Abdala Marquez is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank NA since 2020. Prior to that, he was employed at Investar Capital, British American Tobacco, and Tecnologico de Monterrey. Outside of his advisory role, he is an investor and partner in Databricks, a cloud-based platform for data engineering and machine learning. 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 in its recommendations.

Joseph Nader is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2021, as well as prior experience at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Outside of his advisory work, he is listed as a board member for a family-owned travel agency to meet regulatory requirements, without ownership or operational involvement. 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. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.