Phillip Pinelli is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2007. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Milos Suljagic is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with various J.P. Morgan entities since 2016. 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 incorporating an ESG eligibility framework in its recommendations.

Brian Moshier is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials. He began his industry career in 2026 and has worked at several firms including ThinkEquity LLC, Merrill Lynch, and SkyPath Private Wealth. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Emma Soderquist is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at PIMCO Investments LLC and the George Washington School of Business. Outside of finance, she has worked at COREPower Yoga and Madhatter DC. 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 investment recommendations.

Diego Marigi is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. His career has been primarily with J.P. Morgan entities since 2014, including roles at Banco J.P. Morgan S.A. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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.

Michael Martineau is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2006 and 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Andrew Shipley is a CFA® charterholder with 17 years of experience in the financial industry, currently serving as a wealth advisor at J.P. Morgan Securities in New York. He has been with JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jose Miguel Ordonez Coronel 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 in various roles within the JPMorgan organization since 2016. Outside of his advisory work, he is a managing partner of Seven Investments International, LLC, a real estate investment company. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, manager selection, and customized reporting through a non-discretionary model. The firm integrates quantitative asset-allocation modeling with centralized due diligence and applies ESG criteria when recommending investment strategies.

Kelly Brusalis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020, following three years at Goldman Sachs. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Nyree Walker is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 19 years of industry experience. She has previously worked at Merrill and JPMorgan Chase Bank NA. Outside of her advisory role, she is a partner and owner of Newberry Lakehouse, LLC, a real estate business. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors and incorporates an ESG eligibility framework in its recommendations.

Olutade Olulade is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked continuously at JPMorgan Chase since 2019. He serves on the board of directors for The Luxury Journal Limited, a digital media company, where he advises on business and content direction. 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 recommendations.

Yan Zhang is a financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan in 2026, Yan worked at Morgan Stanley from 2021 to 2026. Yan holds a Series 66 designation. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers these services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Savannah Hufendick is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018, with prior experience at PreciouStatus and the University of St. Thomas. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Carolyn Briganti is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2010. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Nikolay Chernov is a financial advisor with J.P. Morgan Securities in New York, NY. He holds the Series 66 designation and has over 26 years of experience, primarily with JP Morgan SE - London Branch, before joining his current roles in 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Simon Markowitz is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2023. Prior to his current roles, his background includes positions at Laurel Strategies Inc, Glen Oaks Club, and the Office of Congressman Max Rose. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Madison Brenchak is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Prior to joining JPMorgan Securities LLC and JPMorgan Chase Bank, NA in 2022, Madison held various roles including a position at the College of the Holy Cross. Outside of finance, Madison has experience working at a tearoom. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Eduardo Raz Guzman 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 been with J.P. Morgan Securities since 2016, also working with JPMorgan Chase Bank, N.A. since 2010. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Elizabeth Record is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary program that combines quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and offers access to a broad range of product types through unique registrations and affiliations within the J.P. Morgan organization.

Ian Wassmann is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Boston College, and several other organizations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.