Lauren Deligtisch is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at Mai Capital Management LLC and Deloitte Consulting. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain decision-making authority.

Lorenzo Smith III is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Merrill Lynch and JPMorgan Chase Bank, and currently serves as an employee of the Charles Hayden Foundation, overseeing grant recommendations and investment oversight for the foundation's assets. Additionally, he is Vice Chairman of the Board and a Finance Committee member at Success Academy Charter Schools, overseeing the budget and performance of 47 schools. 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. The firm integrates institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

Jack Burns is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior roles include positions at Alphasights and JPMorgan Chase Bank, N.A., and academic appointments at Duke and Cornell Universities. 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 an ESG eligibility framework to guide its recommendations.

Alexander Schultz is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked at Citigroup Inc. and AllianceBernstein, L.P., and has professional experience spanning both finance and legal sectors, including a position at Shearman & Sterling LLP. 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.

Wendy Chen is a CFA® charterholder with seven years of industry experience. She is currently with J.P. Morgan Securities in New York, NY, where she has worked since 2025, following roles at Citibank and Davis-Rea Ltd. 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 operations with brokerage and investment management capabilities.

Matthew Schwartz is a financial advisor at J.P. Morgan Securities LLC in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2018 and was previously employed at Conatus from 2016 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of products, including those related to security-based swaps and futures commission merchant activities.

Monica Dicenso is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008, also working at JPMorgan Chase Bank, N.A. since 2016. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brandon Fried is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Fried is also a partial owner of Fried 44 LLC, an entity created to invest in New York City real estate. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Roman Korkmazsky is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm's approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Shana Zadeh is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at Bofa Securities, Inc. and Bank of America. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Gavin Del Grande is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Columbia Threadneedle Investments, BGC Group, and Gen II Fund Services. He is also involved with Somerset Hill Country Club. 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 an ESG eligibility framework to guide its investment recommendations.

Ariel Shaltiel is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing five years of industry experience. He has worked at JPMorgan Securities, LLC since 2023 and has a longer tenure with JP Morgan Chase Bank NA dating back to 2009. Outside of finance, he is involved in real estate management through ownership and oversight of a residential property. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Foram Vaidya is a financial advisor at J.P. Morgan Securities with a Series 66 credential and three years of industry experience. Their work history includes roles at JPMorgan Chase Bank, Prudential Financial, and ScarletCS. Foram has also been affiliated with Rutgers University and Albertsons Companies, Inc. J.P. Morgan Securities 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. The firm delivers recommendations on a non-discretionary basis and combines large institutional advisory operations with broker-dealer and investment adviser registrations.

Lauren Maloney is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and attended Bucknell University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Alex Rabell is a Series 66-registered financial advisor with J.P. Morgan Securities in New York, NY, where he has worked since 2021. He has five years of industry experience, including prior roles at JPMorgan Chase Bank and PricewaterhouseCoopers. 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.

Jacob Carr is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked in various roles at JPMorgan Chase Bank and other organizations since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its recommendations.

Saori Dan is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2018. Prior to that, she worked at JPMorgan Chase Bank, N.A. since 2016. 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 an ESG eligibility framework. The firm delivers these services through a select group of Wealth Advisors on a non-discretionary basis.

Telmo Zamarbide is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has two years of industry experience, including roles within JPMorgan Chase Bank and other organizations. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

James Burton is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. He has held positions with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Verdad Capital, Candle True Stories, and Quiver Quantitative. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program.

Alec Keller is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018. Prior to joining J.P. Morgan, he worked at Crowe Horwath LLP and held positions at The Ohio State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.