Gavin Hilder is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2017. Prior to his financial career, he attended Cornell University from 2013 to 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Sachin Singh is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within J.P. Morgan entities since 2013, including Alternative Asset Management and Institutional Investments. He is 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Mariah Haislip is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her background includes roles at JPMorgan Chase Bank and a position at Mosh, as well as academic experience at Princeton University. 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.

Bradley Kelly is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and bringing experience from previous roles at BNY Wealth, Northern Trust, and AJ Wealth. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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 operates as both a broker-dealer and investment adviser, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Vincent Arrunategui is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2015. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kevin Mc Ginn is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He joined the firm in 2025 and has previous experience at JPMorgan Chase Bank, Iss Facility Services, the Trump Organization, ADP, and Virid E-Commerce. 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 when recommending investment strategies.

Nicole Rose is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 registrations and five years of industry experience. Her prior roles include work at Piper Sandler, PricewaterhouseCoopers, and Quontic Bank. 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.

Louis Romano is a CFP® professional with 23 years of experience at J.P. Morgan Securities and J.P. Morgan Chase Bank in New York, NY. He has served at these firms since 2003. Outside of his advisory role, Romano is a board member and Treasurer of Tuesday’s Children, a nonprofit supporting families affected by terrorism and traumatic loss, where he serves on the Finance and Executive Committees. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary recommendations supported by an in-house manager solutions team and centralized due diligence.

Christian Paltzer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. Outside of his advisory role, he is a partner of Chuchichaestli LLC, an entity that manages a vacation home for wealth and estate planning purposes. 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.

John Mathai is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at JPMorgan Chase Bank since 2001. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework. The firm delivers services on a non-discretionary basis through a select team of Wealth Advisors.

Garret St. Louis is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2016. 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.

Bautista Carrillo Alume is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., and Jpmorgan Chase & Co., as well as time spent at Bentley University. J.P. Morgan Securities 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 applies an ESG eligibility framework in its recommendations.

Pelayo Rodriguez San Pedro Garci is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Joseph Fiocca is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. His career includes positions at JPMorgan Chase Bank, N.A. and A. Larovere Consulting. 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, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Lisa Kuhlenbeck is a financial advisor at J.P. Morgan Securities with two years of industry experience and holds a Series 66 designation. Her prior roles include positions at J.P. Morgan AG, BNP Paribas, and Scalable Capital, as well as academic experience at Maastricht University. 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 support its recommendations.

Jackson Reid is a Series 66–licensed financial advisor at J.P. Morgan Securities with seven years of industry experience. He previously worked for Jefferies and JPMorgan Chase Bank, N.A. before joining his current firm. J.P. Morgan Securities 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 applies an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with clients retaining final decision-making authority.

Juan Pablo Rivero Ybarnegaray is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Morgan Stanley, Wellington Shields & Co., and Vectra Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jacob Plotkin is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 credential and two years of industry experience. He previously worked at AGNB Holdings LLC and Cushman & Wakefield, and he founded EuroWay LLC, a study abroad travel agency that operates primarily through an online platform. He is also a partner in JRMK Management LLC, which owns a restaurant. 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.

Troy Moody is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs & Co. LLC before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services delivered by a select group of Wealth Advisors.

Maria Bapis is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC, JPMorgan Chase Bank, NA, and Rockefeller Capital Management. Her background also includes roles at Washington University in St. Louis and involvement with various organizations such as Empire State Greenhouses and Sacred Heart Athletics Center. 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 support its recommendations.