Walker Cleveland is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. He previously worked at Equitable Financial Life Insurance and Equitable Advisors and has held positions with the University of Michigan Athletic Department and Ross School of Business. 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 through a non-discretionary advisory program.

Timothy Haab is a ChFC® credentialed financial advisor with over 31 years of industry experience. He is currently with J.P. Morgan Securities in New York, NY, where he has worked since 2012. Prior to that, he held roles at Merrill, Banc of America Investment Services, and RBC Capital Markets. Haab is also the owner of VRK Enterprises, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nicolaos Koutoulas is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Perennial Pension & Wealth and The Investment Center, 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’s advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates a broader derivatives and commodities capability.

Tyler Parise is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses with nine years of industry experience. He worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2018 and previously at JH Darbie & Co Inc and Roslyn Village Pizza from 2016 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. Their advisory process includes centralized due diligence combining quantitative and qualitative research with forward-looking capital market assumptions.

Vinita Brooks is currently a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2018. She is dedicated to assisting clients in planning for their financial goals and strives to make their experiences meaningful and worthwhile. Prior to her current role, she gained experience as a Senior Financial Services Representative at E*Trade from 2011 to 2013. Vinita holds insurance licenses in Arkansas and California, which support her work in the financial services industry. Her professional background includes significant experience in financial consulting and client service within well-known financial institutions.