Gozde Cannarella is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and a centralized due diligence process. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis with clients retaining final decision authority.

Ryan Bolin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at Northwestern Mutual and NW Mutual Investment Management from 2004 to 2025. 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 brokerage, distribution, and investment management capabilities.