Paul Peterson is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and TD Ameritrade Investment Management. Based in Los Gatos, CA, he has been with J.P. Morgan Securities since 2019. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Franklin Klein is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and TD Ameritrade. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Mary Rono is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Los Gatos, CA, and has 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 delivered on a non-discretionary basis. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when making recommendations.

Brian Lamb is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 credential and has worked at firms including JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and TD Ameritrade. He is based in Los Gatos, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.