Joshua De La Torre is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Requisite Capital Management and Katerra. 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 incorporating an ESG eligibility framework in its investment recommendations.

Brandon Findel is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Equitable Advisors prior to his current role. 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.

Christine Persaud is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with J.P. Morgan Securities since 2015 and also worked at JPMorgan Chase Bank from 2011 to 2017. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering services through a non-discretionary program where clients retain final decision-making authority.

Milyn Bruno is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. Prior to joining J.P. Morgan in 2019, Bruno held various roles across retail and service sectors, including positions at Bloomingdale's and Amazon. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Kevin Alexander is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with both Fidelity and JPMorgan Chase organizations during his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a structured program that combines quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its recommendations.

Sybil Schaffrath is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2014. Outside of her financial career, she serves as a Sunday School teacher for toddlers at The Congregational Church of Manhasset. J.P. Morgan Securities 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 their recommendations.

Kaitlin Martinez is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including HSBC Securities, New York Life Investment Management, and multiple roles within J.P. Morgan entities. Outside of her advisory work, she serves as the Director of Strategic Partnerships at Alliance Homecare, focusing on home health care sales and relationship development. 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 an ESG eligibility framework to guide its recommendations.

Kristopher Cerciello is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also involved in e-commerce activities, listing household items for sale on platforms such as eBay and Facebook Marketplace. 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 investment strategies.

Tiffany Ge is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMorgan Chase Bank, UBS, General Motors, and Aeropostale Inc., as well as time spent at the University of Michigan. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting using a quantitative and ESG-integrated approach.

Sabrina Catapano is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her prior roles include positions at Morgan Stanley Smith Barney and JPMorgan Chase Bank, N.A., as well as work with the University of South Carolina and the Babylon Yacht Club. She also has entrepreneurial experience managing Stacey Rose Card & Gift Shop. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm offers non-discretionary services delivered by a select group of wealth advisors.

John Sikula III is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding a Series 66 designation and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Outside of his advisory role, he was involved with Big Apple Umpires for over a decade. 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 capabilities with brokerage and investment management functions.

Kyle Kochevar is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and beginning his advisory career in 2026. His prior experience includes roles at Outpost Capital Partners and JPMorgan Chase Bank, N.A., as well as positions at The Player Service and his own business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Angela Saladino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and previously served at the NUS Department of State from 2012 to 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Frank Mastromauro III is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 23 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2018. His prior experience includes roles at FV Ventures, LLC and JPMorgan Securities LLC. 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 an ESG eligibility framework in its investment recommendations.

Selcuk Donmez is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at Webster Bank and has experience in marketing through his business, Donmez Marketing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a network of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory with brokerage and investment management capabilities.

Angelo Flores is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and nine years of industry experience. He has a background working extensively within various J.P. Morgan entities and has also been involved with Fidelis Leaders LLC, where he provides coaching and leadership consulting focused on sales and marketing for business owners. Additionally, he participates in product endorsement activities unrelated to his advisory role. J.P. Morgan Securities LLC offers 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. The firm provides non-discretionary services delivered by a select group of Wealth Advisors within the broader J.P. Morgan organization.

Matthew Holquist is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and three years of industry experience. Prior to joining J.P. Morgan, he worked at Morgan Stanley and held positions at JPMorgan Chase Bank, N.A. His background also includes roles at Baylor University and Dick's Sporting Goods, Inc. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

William Mitchell is a financial advisor at J.P. Morgan Securities, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and Lululemon Athletica. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that integrates quantitative asset-allocation modeling and centralized due diligence, with an emphasis on ESG criteria.

Andrew Rose is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Keller Williams Realty. Before entering the financial sector, he spent ten years with the New York City Department of Education. 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 investment recommendations.

Nicholas Milvid is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Financial Life Insurance and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the named owner of two companies involved in land and property ownership. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services. The firm uses quantitative asset-allocation modeling combined with centralized manager due diligence and applies an ESG framework when making recommendations.

Alexander Milack is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Ameriprise Financial from 2017 to 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

Kimberly Ruvolo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and possessing 18 years of industry experience. Her career includes multiple roles within J.P. Morgan entities since 2012 and prior work with the New York State Department of State Division of Licensing. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with affiliated brokerage and investment management capabilities.

Ashu Bharara is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, Bharara works as a freelance musician and photographer. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Christopher Beatrice is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Scottrade Investment Management for 14 years. Outside of his advisory role, he serves as an umpire for youth baseball and softball through the East Coast Umpires Association and is a partial owner and secretary of ABC Vending. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized manager due diligence and applying an ESG eligibility framework in its recommendations.

Jake Scammell is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Amergis and Randstad. 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 an ESG eligibility framework in their recommendations.

Daniel Salsberg II is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 33 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering its program on a non-discretionary basis.

Zelidhet Ocasio is a financial advisor with J.P. Morgan Securities in Mineola, NY, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to this role, Ocasio worked at UBS Financial Services and Morgan Stanley, and also spent three years with the Hicksville Public School District. J.P. Morgan Securities 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 investment recommendations.

Gina Andersen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 17 years of industry experience. She previously worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley. Outside of her advisory role, she is involved as an owner and partner in an investment property unrelated to her work at J.P. Morgan. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.