Blake Horner is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Uber, and Meijer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Richard Beachler is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. His prior roles include positions at Scottrade, Inc. and TD Ameritrade Services Co., Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a written asset allocation advice program. The firm combines quantitative screening and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Mark Ricca is a financial advisor at J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2005 to 2025, as well as Ameriprise from 2002 to 2005. He joined J.P. Morgan in 2025, where he currently serves clients. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.