Luke St. Denis is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining J.P. Morgan Securities in 2026, he worked for Equitable Advisors and Equitable Financial for four years. 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.

Tamir Assas is a CFP® and holds a Series 66 license with 23 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, N.A. since 2008, both based in New York, NY. 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 combines institutional advisory services with affiliated brokerage, distribution, and investment management capabilities.