Douglas Lara Castro is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and two years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill, and JPMorgan Chase Bank, N.A. Outside of finance, his work history includes involvement with several businesses such as Parking Management Co LLC and Andrew Chekene Enterprises 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. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative research, incorporating ESG eligibility frameworks and broader derivatives and commodities capabilities.

Simon Moon is a financial advisor with J.P. Morgan Securities in Manassas, VA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining J.P. Morgan, he worked at Wells Fargo Clearing and Wells Fargo Bank from 2020 to 2023. 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 searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines systematic quantitative screens with qualitative research and incorporates a forward-looking capital market framework.