Vilani Perera is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2015, also maintaining a role with J.P. Morgan Chase Bank since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm combines quantitative modeling with centralized due diligence and integrates an ESG eligibility framework when recommending investment strategies.

Jessica Martorelli is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and two years of industry experience. Her prior roles include positions with JPMorgan Chase Bank, UsI Insurance Services, and ClubCorp Financial Management Company. She has also worked at Texas A&M University and was involved with PPAN LLC/Aji Robata & Ramen. 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’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Jeffrey Jacobe is a CFA® charterholder with 23 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2021. His prior roles include positions at Avalon Advisors, HJR Capital, Hawkins Capital, and Sarofim entities. 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.

Jesus Flores Daccarett is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Brite Consulting LLC and has educational and work experience spanning several institutions including the University of Texas at San Antonio and Wabash College. 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 an ESG eligibility framework.

Charles Schwartzel is a CFA® charterholder with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Houston, TX since 2018. He previously worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2009 to 2018. Outside of his advisory role, Schwartzel is Vice Chair of the board for Collaborative for Children, a nonprofit focused on early childhood development in low-income communities. 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 through a non-discretionary approach combined with quantitative modeling and centralized due diligence.

Santiago Diaz is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 credential and one year of industry experience. His prior work includes roles at THRIVENT Financial and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector, such as with First Choice Remodeling LLC and Brock Group. 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 to inform its recommendations.

Robert Donnell IV is a financial advisor with J.P. Morgan Securities in Houston, TX, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at JPMorgan Chase Bank, Q Investments, Donnell Asset Management Corporation, and companies in the energy sector such as Shell Oil Company and BP. J.P. Morgan Securities 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 investment strategies.

Christopher Ladas is an advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His background includes roles at JPMorgan Chase Bank, United Talent Agency, and Caitlyn Jenner Productions. 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 inform its recommendations.

Jonathon Stark is a CFA® charterholder with 19 years of industry experience, currently serving at J.P. Morgan Securities in Houston, TX. He has been with J.P. Morgan Securities since 2009 and JPMORGAN Chase Bank, N.A. since 2016. Stark is a trustee for The Center for Hearing and Speech Foundation, where he participates in investment oversight for the organization’s endowment funds. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients maintain final decision authority.

Emily Horan is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2013. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniela Schouest is a Series 66-registered financial advisor with J.P. Morgan Securities in Houston, TX, bringing two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, NA and Paul Comstock Partner. 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 incorporating an ESG eligibility framework in its investment recommendations.

Julie Cotuno is a Series 66-licensed financial advisor at J.P. Morgan Securities with six years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., US Capital Wealth Advisors LLC, and Blackwell Process LLC. 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.

Rodrigo Blanco Creixell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with JPMORGAN Securities LLC since 2006 and JPMorgan Chase Bank NA since 2018, both roles based in Houston, TX. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a blend of quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework. Their services are delivered on a non-discretionary basis with clients retaining final decision-making authority.

Benjamin Klauder is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of his advisory role, he occasionally works as a paid DJ for private events. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a quantitative asset-allocation approach combined with centralized due diligence. The firm serves clients on a non-discretionary basis and incorporates an ESG eligibility framework in its investment recommendations.

Shahmeer Danish is a financial advisor at J.P. Morgan Securities in Houston, TX. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. His prior experience includes roles at Halliburton, Coupes DeVille's, and Ultimate Motorsports, as well as attending the University of Virginia. J.P. Morgan Securities 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 assembling investable universes and recommending strategies.

Caroline Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Houston, TX. She has been with J.P. Morgan Securities since 2025, with prior experience at Houston Trust Company, Lime Rock Resources, and Fayez Sarofim & Co. Caroline attended Vanderbilt University from 2021 to 2025. 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 integrates institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary portfolio recommendations supported by an in-house manager solutions team and centralized due diligence.

Christin Alleman is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and having 10 years of industry experience. She has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank NA since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that offers asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Colton Larsen is a financial advisor at J.P. Morgan Securities with Series 66 credentials and one year of industry experience. His background includes roles at JPMorgan Chase Bank, Inc., and involvement with the Holocaust Museum Houston. He has also participated in community and cultural organizations such as Rice University, Incarnate Word Academy, Alley Theatre, and Asolo Repertory Theatre. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a structured process that combines quantitative asset-allocation modeling with centralized manager due diligence and an ESG eligibility framework.

Justin Smith is a financial advisor with J.P. Morgan Securities in Houston, TX, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with J.P. Morgan Securities since 2007 and has worked at JPMorgan Chase Bank, N.A. since 2003. Outside of his advisory role, he serves as a trustee and Finance Committee member for the Contemporary Arts Museum Houston. 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 and investment management capabilities, delivering services on a non-discretionary basis with a centralized due diligence framework.

Gentry Burt 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 and involvement with the University Growth Fund and Logan Small Business Development Center. Outside of his advisory work, he performs handyman services on weekends, handling small home construction projects and minor repairs. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.