Thomas Murray III is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America/Merrill Lynch, Prudential Financial, and Regal Financial Group. 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 supported by a centralized manager solutions team.

Gerald Thomas is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. His prior roles include positions at Citigroup Global Markets, Citicorp Investment Services, and Merrill. Outside of finance, he is an owner and partner of GimmeShelter Freeze Dry LLC, a business that rents time on a freeze dryer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on 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.

David Tuttle is a CFP® professional with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A., M&I Financial Advisors, Inc., and Vision Asset Management Inc. 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 searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis and integrates ESG criteria in its recommendations.