Colin Schrof is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work includes roles at Target Corporation and Medline Industries, as well as research positions at the University of Wisconsin and the University of Texas. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Brody Hardacre is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work experience includes roles at Polaris Industries Inc., LUNR Capital Inc., and the University of Minnesota. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations.

Elizabeth White is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2013. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Huseby is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has worked at various firms including Castlelake, Eaton Vance Distributors, and Parametric Portfolio Associates before joining J.P. Morgan in 2017. He is based in Minneapolis, MN. 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.

Joseph Kaufman is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 65 and Series 66 designations and has previously worked at Raymond James Financial Services, Bremer Bank, and Wells Fargo Investments. Kaufman is based in Minneapolis, MN. J.P. Morgan Securities 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 to offer customized investment recommendations and reporting.

David Follett is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and seven years of industry experience. He is also a partner in Triple Divide Investments, LLC, an entity focused on commercial real estate investments unrelated to his advisory role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting supported by a centralized due-diligence framework.

Joseph Dokken is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses and previously served in the U.S. Army from 2015 to 2019. 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.

Pilar Oppedisano is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 10 years of industry experience. She has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2019 and previously worked at General Mills from 2013 to 2019. 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.

Briana Ardolf is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and JPMorgan Chase Bank. Outside of finance, she has been involved with Brewery Running Series and has experience connected to the University of Minnesota. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

William Gudorf is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. Prior to that, he held positions at Thomson Reuters and Talent Net Inc. 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 through Wealth Advisors on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Joao Felipe De Avilez Demoro 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 J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022. Prior to joining J.P. Morgan, he held positions at Georgia Institute of Technology and BTG Pactual. 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Ellie Bjorklund is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of her advisory role, she is the sole member and owner of EB Holdings LLC, which owns agricultural farmland. 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 approach.

Hannah Hall is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan Securities, she held various roles including positions at Jpmorgan Chase Bank, N.A., Affinity Plus Federal Credit Union, and the University of Wisconsin. Outside of finance, she has been involved with the University of Wisconsin RecWell and youth sports organizations. J.P. Morgan Securities LLC provides institutional consulting services to clients such as 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, distribution, and investment management capabilities.

Kelly Miller is a CFA® charterholder with 13 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Minneapolis, MN. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when selecting investment options.

Lucas Schaefer is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. His prior work experience includes roles at Jpmorgan Chase Bank, Regal Creek Wealth Management, and Best Buy. Outside of finance, he has been involved with Leroy's Tavern. J.P. Morgan Securities 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 recommendations through a non-discretionary program supported by centralized due diligence and an in-house manager solutions team.

Kazuma Matsuo is a financial advisor at J.P. Morgan Securities, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Mizuho Bank Ltd. and JPMorgan Chase Bank, N.A. He completed multiple terms at St. Olaf College during his early career. 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 an ESG eligibility framework.

Matthew Sullivan is a Series 66-licensed financial advisor with 13 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following seven years at Piper Jaffray Investment Management. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities as part of the broader J.P. Morgan organization.

Alexander Aristides is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Optum and attended Saint Olaf College. 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 integrating an ESG eligibility framework in its recommendations.

Paige Kunkel is a financial advisor at J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and beginning her advisory career in 2026. Her prior experience includes roles at Piper Sandler, Lexidy Law, and Kunkel & Associates, along with employment at Target. 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.

Tyler Cooper is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and is based in Minneapolis, MN. His prior work experience includes roles at JPMorgan Chase Bank, Saint Olaf College, and Tanzenwald Brewing Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Ahles is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, Wellington Management, Brown Brothers Harriman, and State Farm Insurance. J.P. Morgan Securities 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 institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

James Haugen is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2024. Prior to his advisory role, he had various engagements including time at St. Olaf College and Kinneberg Management Group. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Michel Melendez is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has worked at various J.P. Morgan affiliates since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Anna Maillet is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Harrison Financial Services. Anna has also been involved with Creighton University over multiple years in various capacities. J.P. Morgan Securities 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 its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Cooper Long is an advisor at J.P. Morgan Securities with a Series 66 designation and experience beginning in 2026. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Cooper worked at Third Bridge Financial and SK Huffer and Associates. He also spent four years at Carleton College's Pear Department. 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. The firm offers services on a non-discretionary basis and applies an ESG eligibility framework in its investment recommendations.

Morgan Truscott is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of his advisory role, Truscott serves on the boards of Goodwill-Easter Seals Minnesota and its Foundation, participating on the finance and operations committees. 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.

Christiane Pereira Dolabella Duarte is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. She is also involved with Dolla-Duarte Investments LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a quantitative and ESG-informed approach.

Nicholas Carlson is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Ronald Blue Trust, State Farm, and the Republican Party of Minnesota. 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.

Glenn Mc Mahon is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Charles Schwab and Brighton Jones. Outside of his advisory role, he is an investor and partner in private companies TurnSignl, a roadside service business, and Pelva, a health industry startup. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework.

Andrew Ulland is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Olympus Ventures LLC and Cornerstone Capital Management. His current role at J.P. Morgan Securities began in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization, offering a range of investment strategies and maintaining a non-discretionary advisory approach.

Ryan Zywotko is a CFA® charterholder with nine years of industry experience. He is currently with J.P. Morgan Securities in Minneapolis and has previously worked at Caissa Wealth Strategies, Orgel Wealth Management, Foremost Capital Management, and as a self-employed advisor. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering non-discretionary advice through a select group of Wealth Advisors.

Michael O'Brien is a financial advisor with J.P. Morgan Securities in Minneapolis, MN. He holds Series 63 and Series 65 licenses and has 27 years of experience in the industry. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 in its investment approach.

Kyle Rashad is a financial advisor with J.P. Morgan Securities in Minneapolis, MN, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Bank of America, Merrill, and BMO Wealth Management. J.P. Morgan Securities LLC 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 an ESG eligibility framework.

Olivia Moore is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Voyage Wealth Architects and UnitedHealth Group. Moore has also been involved with the University of Minnesota's Carlson School of Management. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.