Mark Alford is a CFP® with 15 years of experience currently serving at J.P. Morgan Securities. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2017 and previously held roles at Bank of America and Merrill. Outside of the financial industry, he is president of Polk County for Life, Inc., a nonprofit focused on education and promoting prolife and sexual purity values. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary asset allocation advice, manager searches, and customized performance reporting with a focus on systematic due diligence and incorporating ESG considerations.

Heidy Pagan Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 21 years of industry experience. His background includes roles at Charter Communications, Thrivent Investment Management, and Florida Blue. Outside of his advisory work, he manages several residential rental properties. 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 through a select group of Wealth Advisors.