John Floryan is a CFP® professional at J.P. Morgan Securities with 14 years of industry experience. His career includes roles at Unionbanc Investment Services, MUFG Union Bank, and Citigroup prior to joining J.P. Morgan in 2020. J.P. Morgan Securities 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 incorporates an ESG eligibility framework when making investment recommendations.

Cole Hahn is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. Outside of his advisory role, he is involved in real estate ownership. 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.

Maurice Murray is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, with prior roles at Compass Group USA, BNP Paribas | Bank of the West, and Merrill. Outside of finance, he is the owner of Murray’s Transportation Agency LLC, a company providing home-to-school transportation for students with special needs. J.P. Morgan Securities LLC offers 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 operates within the broader J.P. Morgan organization and delivers services on a non-discretionary basis through a select group of Wealth Advisors.

Kelli Sarna is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has been with J.P. Morgan Securities since 2011 and also works with JPMorgan Chase Bank, N.A. since 2016. 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.

Mingda Dong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience starting in 2026. His prior roles include positions at JPMorgan Chase Bank, N.A., PNC Bank, Guggenheim Partners LLC, and service in the United States Marine Corps and California Army National Guard. He also has an academic connection with Cornell University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Daniel Wilbur is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2022, following prior roles at Ameriprise Financial Services LLC and his own advisory practice. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Nathan Stewart is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo, Capstone Partners, Fidelity, and The Judge Law Firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Leland Bartikofsky is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and offers a range of specialized services through its Institutional Consulting Services program.

Anthony Azzi is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at Edward Jones and Wells Fargo Clearing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering quantitative asset-allocation modeling and a focus on ESG criteria within a non-discretionary advisory framework.

Ryan Schwartz is a Financial Consultant currently working at Fidelity Investments since 2025. He collaborates with individuals and families to develop personalized financial strategies that align with their goals, aiming to simplify complex decisions and support both present priorities and future opportunities. Ryan's professional experience includes roles as Vice President and Financial Consultant at Charles Schwab from 2017 to 2025, and as a Financial Advisor at Edward Jones from 2015 to 2017. He holds a California Insurance License. Outside of his professional work, Ryan is interested in family activities, fitness, parenthood, reading, running, and traveling.

Michael Maragay is a Series 66 licensed advisor with six years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Fidelity Investments and Merrill. Outside of his advisory work, he is an owner and partner in Roadie Nutrition, a protein snack company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework.

Katherine Simpson is a financial advisor at J.P. Morgan Securities with one year of industry experience. She previously worked at First Republic Bank for ten years and has also been affiliated with JPMorgan Chase Bank, N.A. since 2023. 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 investment strategies.

Charles Nguyen is a financial advisor with J.P. Morgan Securities in Irvine, CA, holding Series 63 and Series 65 licenses and having four years of industry experience. His prior experience includes roles at NYlife Securities LLC, Eagle Strategies (NY Life), and JPMorgan Chase Bank, N.A. 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 its recommendations.

Tristan Gunson is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Whittier Trust Company, CoreVest Finance, and Northwestern Mutual. He has also been involved with the Palos Verdes Beach and Athletic Foundation. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Priyash Jain is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to joining J.P. Morgan. His background includes roles in marketing and talent services, as well as experience at Chapman University. 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.

Blake Clayton is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Rondure Global Advisors and Ensign Peak Advisors. Clayton is an adjunct finance professor at Chapman University and the University of California, and he receives publishing royalties from external books. 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 when recommending strategies.

Ramez Raheb is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Morgan Stanley, E*Trade, Prospect777 LLC, and TD Ameritrade/Schwab. 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 their recommendations.

Joyce Averna Horn is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Payden & Rygel. Horn serves as a board member of WISE Investors, a nonprofit focused on educating girls and women about personal finance and careers in finance. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process that incorporates ESG criteria.

Shelby Hallford is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. Shelby has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of finance, Shelby serves as a gymnastics judge for the National Association of Women Gymnastics Judges (NAWGJ), participating in competitions primarily on weekends. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Sarah Mishriki is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Bank for 22 years before joining J.P. Morgan in 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary recommendations supported by a centralized due-diligence framework.