Nicholas Gianascoli is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Merrill and Towne Bank. Outside his advisory role, he is an owner and shadow investor in Five Gee's Land Company, LLC, a real estate holding company. 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 recommendations.

Kara Boudreau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2012. In addition to her advisory role, she is also employed by JPMorgan Bank, enabling her to offer a range of bank products and services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with multiple market-facing registrations and offers advisory services alongside affiliated brokerage and investment management capabilities.