Winslow Wheeler is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. His background includes roles at Equitable Advisors and State Farm, along with studies at Florida State University. He is based in Jacksonville, Florida. 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.

Jonathan Diaz is a financial advisor with J.P. Morgan Securities in Jacksonville, FL, holding a Series 66 designation and eight years of industry experience. His career includes roles at Wells Fargo Bank NA and Dick's Sporting Goods. Outside of his advisory role, he is involved in crowd management through a separate position with S.A.F.E. Management. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.