Andres Pena Ross is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and one year of industry experience. He previously worked at Prudential/LPL and EFG Bank, and has also been affiliated with JPMorgan Chase Bank, N.A. His background includes a brief period at Seattle University. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Trevor Williams is a financial advisor with J.P. Morgan Securities in Mill Creek, Washington, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Forney Financial/LPL Financial and Prudential. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by related J.P. Morgan affiliates.

Eric Wilson is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MUFG UnionBank and Key Investment Services. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team, with offerings that may include ESG considerations.