Samuel Messerly is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities, having joined the firm in 2025. Prior to this, he held roles at Equitable Advisors, Merrill, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes both quantitative and qualitative due diligence and incorporates a broad range of investment strategies, including ESG considerations.

Olivia Mc Cormack is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Ameriprise and operated DeeJay's BBQ Ribs & Grill from 2015 to 2020. 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 may incorporate an ESG eligibility framework.

Kavitha Raghukanth is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 63 and Series 66 designations and has worked within various divisions of J.P. Morgan since 2015. 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 employs a centralized due diligence process combining quantitative screening and qualitative research to support its advisory recommendations.