Taishaun Johnson is a Series 66 licensed financial advisor with six years of industry experience. He currently works at J.P. Morgan Securities and has previously held positions at Bank of America N.A./Merrill Lynch and BNY Mellon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may include an ESG eligibility framework.

Richard Schmidt is a financial advisor with J.P. Morgan Securities in Larchmont, NY, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Charles Schwab Bank, TD Ameritrade, and Scottrade Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework.