Robert Miller is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Merrill and Bank of America, as well as work at Noblesville High School and the University of Phoenix. 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. The firm’s advisory process integrates centralized due diligence with both quantitative and qualitative research to support model asset allocations.

Brent Edwards is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2025, he worked for 20 years at Huntington Investment Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Donna Perkey is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Based in Indianapolis, IN, she focuses on institutional consulting services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Fabrizio Brito Accurso is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Bank of America/Merrill Lynch and New York Life Insurance Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Katrina Geis is a financial advisor with J.P. Morgan Securities in Indianapolis, IN, holding Series 63 and Series 66 licenses and having 13 years of industry experience. Her prior roles include positions at Ameriprise Financial Services, PNC Investments, and Fidelity. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and it offers broader derivatives and commodities capabilities compared with many institutional advisory programs.