Drew Schmitz is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His work history includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as involvement in e-commerce operations with a family company. 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 in its investment process.

Jennifer Di Candido is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and five years of industry experience. Prior to her current role starting in 2021, she worked at Macy's and held various positions including at Indiana University and Nutek Aerospace Corp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence, with an ESG eligibility framework integrated into its recommendations.

Erin Shaw is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2013. She is based in Indianapolis, IN, and holds the Series 66 designation. Shaw serves on the Investment Committee of Junior Achievement of Central Indiana, an organization focused on educating young people in financial literacy and entrepreneurship. 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 a range of market-facing registrations and functions.

Patricia Koble is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and previously worked at PNC Bank NA for seven years. Outside of her advisory role, she volunteers on the investment committee of the Junior League of Indianapolis, a nonprofit focused on advancing women's leadership. 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.

Ella Ohrvall is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, First Internet Bank, Heritage Environmental Services, and entrepreneurial experience with Pizzology Restaurant. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG eligibility framework in its investment process.

Jonathan Emerick is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2014 and JPMorgan Chase Bank, N.A. since 2016. Outside of finance, he consults on business ideas for an orthodontics practice. J.P. Morgan Securities 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.

Nolan Kramer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, he has held various roles including positions at Indiana University Bloomington and Embracing Abilities. 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.

Paul Larkin is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at TD Securities and Osaic FA, Inc. He is based in Indianapolis, IN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Camille Bice is a Series 66-registered financial advisor with J.P. Morgan Securities in Indianapolis, IN. She has one year of industry experience and has held roles at JPMorgan Chase Bank and Valeo Financial Advisors. Camille was also affiliated with the University of Notre Dame during 2024 to 2026. J.P. Morgan Securities 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 its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Sydney Weiner is a financial advisor at J.P. Morgan Securities with two years of industry experience. They hold a Series 66 designation and have prior work experience with Indiana House Republicans and Symphony Care Network. 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 investment recommendations.

Clint Blackburn is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding a Series 66 designation and nine years of industry experience. Prior to his current role, he worked at Fitzmark, Inc. and has been associated with various J.P. Morgan entities since 2017. He is also a partner in Blackbear Capital LLC, a personal investment company he co-owns with his wife. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm's services are delivered on a non-discretionary basis, with clients maintaining final decision-making authority.

Lynnette Hanes is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 65 and Series 66 licenses and has been with J.P. Morgan Securities since 2006, also maintaining a long tenure with JPMorgan Chase Bank, N.A. since 1978. J.P. Morgan Securities 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 affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Carter Bonecutter is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2023. Outside of his advisory role, he is the owner and partner of Threaded Glory, LLC, a company that sells vintage-style clothing online. J.P. Morgan Securities 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.

Kyle Hoerr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, NA, JPMorgan Securities LLC, and served as an instructor at the Kelley School of Business Department of Business Law and Ethics. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice and customized performance reporting through its Institutional Consulting Services program. The firm uses a quantitative asset-allocation modeling process combined with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Bennett Ely is a financial advisor with J.P. Morgan Securities LLC in Indianapolis, IN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Prosperity Advisors and Cooke Financial Group, as well as work with Approachable Investing LLC. 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 broker-dealer, investment adviser, and commodity-related registrations, delivering non-discretionary advisory services supported by in-house manager solutions and due diligence processes.

Kyle Bennett is a financial advisor with J.P. Morgan Securities in Indianapolis, Indiana, holding Series 63 and Series 65 credentials and seven years of industry experience. He has held roles at JPMorgan Chase Bank and PepsiCo and currently serves as Investment Committee Chair and board member at HVAF of Indiana, a nonprofit organization. Bennett is also involved in a family LLC for real estate investments. 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. The firm delivers non-discretionary services through a select group of Wealth Advisors.

Vincent Viveros is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Charles Schwab & Co. and Schwab Private Client Invest Advisory for eight years. Outside of his advisory role, he serves on the boards of EcoGrains, a sustainable aviation fuel company, the Ivy Tech Foundation as Vice-Chair, and Escala Foundation as Vice President and Treasurer. 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.

Jason Spilbeler is a CFA® charterholder and holds a Series 66 license with 19 years of experience at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. He is based in Indianapolis, IN. Outside of his advisory role, Spilbeler serves as Treasurer and Finance Committee Chair on the Board of Trustees for the Indianapolis Zoo and participates on the Investment Committee for the Goodwill of Central and Southern Indiana Foundation. 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 support non-discretionary investment decisions.

Andrea Fonseca is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She previously worked at Huntington National Bank and Key Bank before joining J.P. Morgan in 2019. Andrea serves as the Secretary of the Board and is a member of the Governance Committee for the Central Indiana Community Foundation, a nonprofit organization that supports local philanthropic efforts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

J. Daniel Philpott is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Fifth Third Securities prior to joining J.P. Morgan Securities in 2019. 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.

Brandon Sholtis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2017. Outside of his advisory role, he is the owner and partner of Sholtis Properties LLC, a small real estate business focused on managing rental property. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice delivered by a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Jasmin White is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and bringing 13 years of industry experience. She has worked with JPMorgan Chase and J.P. Morgan Securities since 2014. Outside of her advisory role, she operates Opulent Life Design Company, an event planning and interior design business. White also serves on the boards of the Be Nimble Foundation and the Indianapolis Cultural Trail, participating in their investment and executive committees. 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.

Lorna Nicol is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013, following a role with JP Morgan Chase Bank starting in 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm uses a quantitative asset-allocation process combined with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brennan Brown is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2025. Prior to that, he spent over a decade at Cetera and several years with First Merchants Private Wealth Advisors and First Merchants Bank. 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. The firm utilizes quantitative asset-allocation modeling and an ESG eligibility framework in its recommendations.

Kristin Maki is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2008 and JPMorgan Chase Bank NA since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Thomas Muzechuk is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at Jpmorgan Chase Bank, N.A. and Wachovia Securities Financial Network, Inc. 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 guide investment recommendations.

Scott Corman is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2021. Prior to his current role, he held various positions including work with Hope College and Gazelle Sports. J.P. Morgan Securities 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering services through a non-discretionary program where clients retain final decision authority.

Aaron Krider is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation. He joined J.P. Morgan Securities in 2026 and has prior experience at Blue & Co. and Fitzgerald Hospitality Group. 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. The firm’s services are offered on a non-discretionary basis, with clients retaining final decision-making authority.

Michael Zick is a CFP® with 25 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at PNC Financial Services and PNC Investments. He serves on the investment committee of the Indiana State Museum and Historical Sites. J.P. Morgan Securities 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.

Ellen Zawacki is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 designations. Her prior experience includes a long tenure at Capital Group from 2002 to 2024 and a brief period at Morgan Stanley before joining J.P. Morgan Securities. J.P. Morgan Securities 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 offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its investment recommendations.

Suzana Kovatch is a CFA® charterholder with 17 years of industry experience. She has worked with J.P. Morgan Securities since 2017 and held previous roles within JPMorgan Chase Bank and its investment management affiliates starting in 2012. Kovatch serves as a board member for Downtown Indy, Inc., a nonprofit focused on the economic success and vitality of downtown Indianapolis. 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 when recommending strategies.

Carolyn Kuenz is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following a four-year tenure at Charles Schwab & Co., Inc. in Indianapolis, IN. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary services delivered by Wealth Advisors, focusing on funds and strategies approved through internal review.

Hannah Edmonds is a financial advisor at J.P. Morgan Securities with a Series 66 designation and less than one year of industry experience. Her prior work history includes roles at Johnson & Johnson and Chick-fil-A. 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 broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.

Heather Swartzell is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and 14 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and concurrently with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory role, she serves on the board and as Treasurer of Coburn Place, a transitional housing organization for survivors of intimate partner violence. 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.

Joseph Perry is a financial advisor with J.P. Morgan Securities LLC holding a Series 66 credential and two years of industry experience. He also owns Beuford Capital Partners LLC, a personal investment company focused on purchasing tax liens. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Caroline Condra is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Jessica Swonder is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 registrations and 13 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as prior experience with Cetera Investment Services LLC, Regions Bank, and Randstad Technologies. 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 recommendations.

Elizabeth Madison is a CFP® and holds a Series 66 license, with five years of industry experience. She currently works with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to joining J.P. Morgan, she was self-employed at WagLabs for three years and worked at Valeo Financial Advisors. 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 in its recommendations.

Gregg Noyan is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2014, as well as JPMorgan Chase Bank since 2006. Outside of his advisory role, he is an owner and partner of JCSN Holdings LLC, an entity formed with his wife for holding a vacation property. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and centralized due diligence to support client decision-making.

Lucius Hamilton IV is a CFP® professional with 11 years of industry experience, currently serving at J.P. Morgan Securities since 2023. Prior to this, he worked eight years at Thurston Springer Miller Herd & Titak, Inc. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and offers services on a non-discretionary basis.