Charles Winn is a CFA® charterholder with 24 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Los Angeles, CA. His prior roles include positions at Pathstone Federal Street and Convergent Wealth Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Noah Francis is a financial advisor with J.P. Morgan Securities in Los Angeles, holding Series 63 and Series 65 credentials and 8 years of industry experience. He has worked with J.P. Morgan Chase & Co. and JPMorgan Chase Bank, N.A. He serves as a board member for Private School Axis, a nonprofit focused on increasing access to independent schools for underserved students of color, and for Center Theatre Group, a major arts and culture institution in Los Angeles. J.P. Morgan Securities provides 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.

Thomas Martinez is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Robert W Baird & Co and various entities within JPMorgan Chase since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis.

Robert Wirthwein is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Northwestern Mutual Wealth Management, Wells Fargo, HSBC, and AXA Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gloria Chang is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at multiple affiliated entities within the JPMorgan Chase organization since 2014. Outside of her advisory role, she serves as a board member of Asian Americans Advancing Justice SoCal and provides advisory services to beauty industry founders through BrainTrust Founders Studio. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Letitia Sison is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 16 years of industry experience. She has worked with J.P. Morgan Securities since 1999 and was employed at JPMorgan Chase Bank from 2010 to 2025. She is currently involved with Shinju LLC. J.P. Morgan Securities LLC provides 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 when recommending strategies.

George Buza is a CFP® professional with 30 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2023, following an 18-year tenure at First Republic Securities Company and First Republic Bank. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework and offers non-discretionary advice through a select group of Wealth Advisors.

Brian De La Torre is a financial advisor with J.P. Morgan Securities in Los Angeles, holding a Series 66 credential and four years of industry experience. His prior work includes roles at Banc of California and JWM CPA & Company. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniella Echeverria is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and one year of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2024, and previously worked at Evoke Advisors and the University of Southern California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary asset-allocation advice, investment manager searches, and customized performance reporting.

Clark Gaied is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Mechanics Bank, Advantage First Lending, Citizens Bank NA, and work with the University of California and UC Irvine School of Law. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Elizabeth Chang is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at JP Morgan Chase Bank, N.A. since 2022. Prior to her current role, her background includes positions at Wellesley College and Camino Financial. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Ian Macwood is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christine Scalley is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase bank NA since 2013. Additionally, she serves as an advisor and officer at Barbuda Consulting, a consulting firm she joined in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing a process that integrates quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Kristopher Behrens is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America, 1st Century Bank, and City National Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized recommendations.

Charles Heaphy is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has previously worked at First Republic Bank from 2010 to 2023. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ricardo Barragan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with J.P. Morgan entities since 2001. Outside of his advisory role, he serves on the Board of Directors for Green Dot Public Schools California, a nonprofit public school operator in Los Angeles. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Araya Dhiensiri is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank and Morgan Stanley. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s process includes quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending strategies.

Joshua Flyer is a financial advisor with J.P. Morgan Securities in Los Angeles, CA, holding a Series 66 designation and 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC 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. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Donavin Bausley is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds the Series 66 designation and has been with JPMorgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Alana Hill is a Series 66 licensed advisor with J.P. Morgan Securities in Los Angeles, CA, with two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Darden Restaurants, and involvement with Doheny Library Special Collections. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment process.