Robert Valdez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2013 and is also the owner of RCF Ventures, where he manages rental properties. 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 through a select group of Wealth Advisors.

Kevin Harada is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked with J.P. Morgan Securities since 2021 and has been employed by JPMorgan Chase Bank, N.A. since 2019. Prior to his finance career, he worked at Champs Sports for four years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of investment products, including security-based swaps and futures.

Marx Nuval is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Lake Forest Park, WA, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMC Bank NA. J.P. Morgan Securities LLC delivers 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 recommendations.