Matthew Smallidge is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms, including Cincinnati Life Insurance Company and Citizens Securities, Inc. He has also held roles at J.P. Morgan Securities and Jpmorgan Chase Bank since 2020. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program provides non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jarrod Frazier Jr. is a financial advisor with J.P. Morgan Securities based in Monroeville, PA, holding Series 63 and Series 66 designations and having 10 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019, and previously at Citizens Securities, Inc. and Citizens Bank from 2016 to 2019. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through wealth advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative screening with qualitative research and uses forward-looking capital market assumptions, offering access to derivative and commodities capabilities through affiliated entities.