Katherine Pope Rodriguez is a CFP® professional with six years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities since 2021. She also has a background at JPMorgan Chase Bank, N.A. dating back to 2011 and is a board member of the Harrison County Community Foundation, where she contributes to the finance committee. Outside of her advisory role, she is a partner in KEAT Ventures LLC, a company that invests in residential rental properties. 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 guide its recommendations.

Sherry Carrico is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and its affiliated entities since 2016, following a long tenure at Bank One/Chase Bank from 1993 to 2021. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.