Matthew Eovino is a CFP® professional with 14 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in La Jolla, CA. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2011. 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 within a non‑discretionary framework. Their advisory process incorporates both quantitative and qualitative research and utilizes an ESG eligibility framework as part of their investment approach.

Ryan Kimes is a CFP®-credentialed financial advisor with six years of industry experience, currently affiliated with J.P. Morgan Securities in La Jolla, CA. His prior experience includes roles at Pure Financial, WCG Wealth Advisors, Superior Planning Inc., Sentinel Wealth Management LLC, and Freedom Equity Group. In addition to his advisory role, Kimes is also employed by JPMorgan Bank, enabling him to offer deposit and credit products. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and includes broader derivatives and commodities capabilities.

Jose Alexis Olivares Nevarez is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding a Series 66 designation and seven years of industry experience. He previously worked at Bank of America and Merrill from 2018 to 2021. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers services supported by affiliates including J.P. Morgan Wealth Management Solutions.

Matt Murphy is a financial advisor with J.P. Morgan Securities in La Jolla, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with JP Morgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. for over a decade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s approach combines quantitative screens and qualitative research to deliver non-discretionary written asset allocation advice and customized performance reporting.

Maureen O'Donnell is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds a Series 66 designation and previously worked at FINRA and Wells Fargo Advisors LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.