Andrew Keller is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with various J.P. Morgan entities since 2007. Keller serves as Chair of the Foundation Board for the Betty Brinn Children's Museum. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and may include ESG considerations.

Daiana Szef is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019. Her prior experience includes roles at Johnson Controls, Marquette University, and JPMorgan Chase and Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s investment process integrates centralized due diligence with quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Jennifer Green is a CFP® with 32 years of experience in the financial industry. She has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank, NA since 2008, and previously worked at Banc One Securities Corporation for eight years. Based in Milwaukee, WI, she holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and includes broader derivatives and commodities capabilities through its regulatory registrations and affiliated entities.

Daniel Youman is a Series 66-licensed advisor with J.P. Morgan Securities in Milwaukee, WI. He has one year of industry experience and has held roles at JPMorgan Chase Bank and J.P. Morgan Private Bank. His background also includes positions outside the financial industry. J.P. Morgan Securities provides institutional consulting services focused on 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 integrates quantitative and qualitative research, with an emphasis on eligible strategies and ESG considerations.

Carl Axel Sjoeberg is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked in various roles within the professional sports sector before joining J.P. Morgan Securities in 2022. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative screening with qualitative research and offers a range of services supported by affiliates, including derivatives and commodities capabilities.

Tom Lenkiewicz is a CFP®-designated financial advisor with seven years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021. Prior to joining J.P. Morgan, he was with BMO Harris Financial Advisors and BMO Harris Wealth Management from 2015 to 2021. 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. Their advisory process combines quantitative and qualitative research, incorporating ESG eligibility frameworks and utilizing affiliates for implementation and portfolio services.

Sara Kennedy is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Bank, N.A. and Wells Fargo Clearing Services, LLC for seven years. Outside of her advisory role, she has a half ownership interest in a rental property in Milwaukee. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Jonathan Stiever is a financial advisor with J.P. Morgan Securities in Milwaukee, WI. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he spent six years with the Chicago White Sox and one year with Hitters Baseball. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program delivers written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating ESG eligibility criteria.

William Steinhafel is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has previously worked at Marquette Associates, Block Time Financial, and the United States Senate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative screening and qualitative research to deliver customized, non-discretionary asset allocation advice and investment manager searches.

Brett Michaels is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Rockwell Automation, Baird, and Rexnord. He also has experience at the University of Wisconsin from 2015 to 2019. 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 combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Timothy Bonk is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. His career includes roles at US Bancorp Investments, TIAA-CREF, and Fidelity. Outside of his advisory work, he is a passive investor and owner/partner in a recruiting firm managed by his brother. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured, non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates unique regulatory registrations related to derivatives and commodities.

Jennifer Stillman is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 registrations and 22 years of industry experience. She has been with J.P. Morgan Securities since 2011 and with JPMorgan Chase Bank, N.A. since 2004. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG eligibility frameworks, supported by centralized due diligence and implementation services from affiliated entities.

Jennifer Kasun is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 65 and Series 63 licenses and 25 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and was previously with LPL Financial from 2011 to 2017. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates ESG criteria.

Carter Kauth is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with JPMorgan Chase Bank and JPMorgan Securities since 2019. Kauth serves as a board member and investment committee participant for the Milwaukee Domes Alliance, a nonprofit supporting educational and cultural programs at the Mitchell Park Horticultural Conservatory. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on written asset allocation advice, manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and includes ESG considerations.

Kurtis Belongea is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, concurrently working at JPMorgan Chase Bank since 2008. 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 and fund searches, and customized performance reporting. Their advisory process incorporates both quantitative and qualitative research to build model asset allocations and may include an ESG eligibility framework.

Hassan Akhtar is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He has held positions at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following earlier roles at Wells Fargo Clearing and Wells Fargo Bank. Akhtar holds Series 63, Series 65, and Series 66 registrations. 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 quantitative and qualitative research and may include ESG considerations, with implementation support from affiliated entities.

Olivia Webers is a financial advisor with J.P. Morgan Securities in Milwaukee, WI, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she worked at Uline from 2022 to 2025. 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 screens and qualitative research supported by centralized due diligence.

Jillian Culver is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked previously at LPL Financial, Old National Bank, First Midwest Bank, Park Bank, and Wells Fargo. Culver serves as a board member on the investment and finance committee of the Milwaukee Parks Foundation, a nonprofit supporting local park projects. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, combining quantitative and qualitative research in its advisory process.

Dayton Hoell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2017 and previously at Morgan Stanley from 2015 to 2017. He holds Series 63 and Series 65 registrations. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, offering a range of eligible strategies including ESG frameworks, with implementation supported by affiliated investment-management entities.

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Truist. 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 combines quantitative and qualitative research supported by a centralized manager solutions team.

Douglas Hafemann is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His career includes roles at Merrill Lynch Wealth Management, Baird, Northwestern Mutual, and Ritholtz Wealth Management. He is also involved with Foogmeela Enterprises LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program utilizes centralized due diligence combining quantitative and qualitative analysis, incorporating ESG frameworks, and offers broad derivatives and commodities capabilities.

Jacey Moreau is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and previously worked at Johnson Controls, Sweetgrass Golf Club, Marquette University, and Walgreens. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities.

Berent Kowarick is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for three years before joining J.P. Morgan in 2018. Outside of his advisory role, he is a partner in Investors Associated LLP, a real estate partnership managing properties in select secondary markets. 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 and incorporates ESG considerations, with implementation supported by affiliated investment-management entities.

Elizabeth Lailer is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and totaling 26 years of industry experience. Her prior roles include positions at Johnson Wealth Inc, Robert W. Baird, and LPL Financial. She is based in Milwaukee, WI. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver customized asset allocation advice, investment manager searches, and performance reporting.

Michaela Keefe is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked in various roles including at JPMorgan Chase Bank, Marquette University, and South Shore Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research and includes access to broader derivatives and commodities capabilities.

Joseph Hughes is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He previously worked for Associated Bank N.A. for 12 years before joining JPMorgan Chase Bank, N.A. in 2026. 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 advisory program. The firm’s approach combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework where applicable.

Danila Danesi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He has worked with J.P. Morgan entities since 2018 and previously spent five years at Racon Capital Partners. Danesi serves on the boards of the Honkamp Family Foundation, which focuses on philanthropy in children’s education in Milwaukee, and the Women’s Fund of Greater Milwaukee, an organization dedicated to supporting women over 35 in achieving college degrees. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund research, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader capabilities in derivatives and commodities through its regulatory registrations and affiliate relationships.

Jonathan Gleason is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds the Series 63 and Series 66 designations and is based in Milwaukee, WI. His career includes roles at JPMorgan Chase Bank, N.A. and various J.P. Morgan Securities entities since 2016, as well as work with Pourfolio App. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach combines quantitative and qualitative research to deliver customized asset allocation advice and manager searches, supported by a centralized due diligence team.

Sofia Hernandez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. She has held various roles spanning banking, retail, and hospitality prior to joining J.P. Morgan. J.P. Morgan Securities offers 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 incorporates centralized due diligence using quantitative and qualitative research, and includes a range of eligible strategies that may apply an ESG eligibility framework.

Zoe David is a Series 66 credentialed advisor with J.P. Morgan Securities in Milwaukee, WI. She has one year of industry experience and has previously held roles at JPMorgan Chase Bank and various other businesses. Outside of financial services, she has experience working in the salon and dance studio industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Jason Levin is a financial advisor at J.P. Morgan Securities in Milwaukee, WI, with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2010, following a year at Wells Fargo Investments. Levin serves on the boards and committees of several local nonprofit organizations, including Jewish Family Services of Milwaukee and the Milwaukee Jewish Federation, where he is involved in investment and finance oversight. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and includes ESG considerations, serving clients with centralized due diligence and a broad range of investment capabilities.

Alejandro Sanchez is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch Private Wealth and Extreme Reach, among other roles. Outside of finance, he has been involved with the Belmont United Soccer Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process that combines quantitative and qualitative research.

Robert Blair is a CFP®-certified financial advisor with J.P. Morgan Securities in Milwaukee, WI, bringing 33 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 1989. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, supporting a range of eligible strategies that may incorporate ESG criteria.

Clayton Morris is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. 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 combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility frameworks in its recommendations.