Lindsay Kolek is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Its approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in recommending strategies.

Ryan Wilk is a financial advisor with J.P. Morgan Securities in Medina, OH, holding a Series 66 designation and 15 years of industry experience. He has worked at JPMorgan Chase Bank NA and J.P. Morgan Securities since 2010. 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. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Benjamin Whitley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 licenses. His work history includes roles at Preferred Wireless and various hospitality and outreach organizations prior to joining J.P. Morgan. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Logan Huffman is a financial advisor with J.P. Morgan Securities in Medina, Ohio, holding a Series 66 designation and five years of industry experience. His background includes roles at JPMorgan Chase Bank and J.P. Morgan Securities since 2021, as well as four years at Hiram College and eight years at Huffman Plumbing. 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 applying an ESG eligibility framework in its recommendations.