Youkang Gao is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His previous roles include positions at Merrill, Bank of America, and Wells Fargo, as well as entrepreneurial work with LaoLai International (America) Inc. and Happy Heart Floral. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and utilizes both quantitative and qualitative research to build model asset allocations.

Larissa Oliphant is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds a Series 63 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, following eight years at Wells Fargo Clearing and ten years at Wells Fargo Bank, N.A. 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. The firm’s advisory process includes centralized due diligence with quantitative and qualitative research and may incorporate an ESG eligibility framework.

Cody De Groot is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and nine years of industry experience. His prior work includes roles at Wells Fargo Bank, N.A., and Wells Fargo Clearing, as well as LPL Financial LLC and Connexus Credit Union. 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 combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.