Lisvet Villanueva Rosas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2020, with prior experience at JPMorgan Chase Bank and BMO Harris. 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 through a non-discretionary program. The firm combines quantitative and qualitative research in its advisory process and incorporates ESG criteria in its recommendations.

Charles Trybula is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, having worked at JPMorgan Chase Bank, N.A. since 2002. Outside of his advisory role, he serves as a board member and treasurer for the Sunset Hills Association, a homeowners' association in Lake Geneva, Wisconsin. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening, qualitative research, and forward-looking capital market assumptions to build model asset allocations, with implementation supported by affiliated firms.

Sanya Rizvi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 25 years of industry experience. She has worked at J.P. Morgan Securities since 2018 and previously held roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Morgan Stanley DW Inc. 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 and qualitative research and incorporates ESG considerations, with implementation supported by affiliated investment management entities.