Lake Lapp is a Series 66-credentialed financial advisor with five years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021. His prior experience includes roles at Equitable Financial Life Insurance Co and Securities America Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, and it offers services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Matin Shayan is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to his current role beginning in 2025, he worked at Equitable Financial Life Insurance and Equitable Advisors. Outside of his advisory work, he is a part owner of two real estate land development companies, Shayan Capital LLC and Shayan Capital Ventures. J.P. Morgan Securities serves institutional clients such as plan sponsors, corporations, and endowments by providing non-discretionary consulting services focused on asset allocation, investment manager searches, and customized reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers access to strategies including ESG-eligible investments, supported by affiliated portfolio implementation services.