Andrew Beytagh is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at BTIG, LLC and was affiliated with the University of Chicago and its Admissions Office. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager 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 in its recommendations.

Eliza Trieste is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work history includes roles at JPMorgan Chase Bank, J. Crew, Andersen, and involvement with Boston College and its Women in Business program. 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 large team of Wealth Advisors.

Daniel Abboudi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He previously worked at Goldman Sachs & Co LLC for four years and has held roles at JPMorgan Chase Bank, N.A., New York University, Reconstructive Orthopaedic Associates, and the UJA-Federation of New York. He holds Series 63 and Series 65 registrations. 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. The firm applies an ESG eligibility framework and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Lillian Bloomberg is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously held roles at PNC Financial Services Group and various positions outside finance. Bloomberg is a partner in Liquid Death, a food and beverage company, providing financing through an auto convertible note without active involvement. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice and customized performance reporting through a non-discretionary advisory model. The firm employs quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework in its investment approach.

James Roberts is a financial advisor with J.P. Morgan Securities in New York, NY, holding two years of industry experience. He has worked at J.P. Morgan Securities since 2024 and J.P. Morgan Wealth Management Solutions Inc. since 2025, with a prior 20-year tenure at JPMorgan Chase Bank, N.A. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, providing investment consulting and advisory services including asset-allocation advice and manager searches. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Daniel Malley is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable institutions including Citibank and Angelo, Gordon & Co. 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.

Kristin Daly is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, she had brief roles at Tecovas, J.P. Morgan Chase & Co., LawnStarter, and was affiliated with The University of Texas at Austin. 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 client decisions.

Sarah Cortas is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to that, she worked briefly at Capital Group in 2021. 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.

Adam Rogoff is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and CITIGROUP. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

Shawn Quigg is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities LLC and JPMorgan Chase Bank NA since 2016. 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.

Michael Thurk is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He joined the firm in 2026 and has prior experience at JPMorgan Chase Bank, N.A., as well as work at Scheels All Sports, Inc. and Villanova University. 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 incorporating an ESG eligibility framework when recommending strategies.

Michelle Benaderet is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously was affiliated with J.P. Morgan and Boston University. J.P. Morgan Securities 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 an ESG eligibility framework.

Matias Ringel is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. 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 institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Lucia Lavalle is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021. 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.

Martin Bradford is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc and Citigroup. J.P. Morgan Securities LLC offers 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.

Reginald Boateng is a financial advisor at J.P. Morgan Securities with three years of industry experience. He previously worked at Brown Advisory and has a background that includes four years at the University of Pennsylvania. 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 combines large institutional advisory operations with additional market-facing registrations and functions, delivering recommendations on a non-discretionary basis.

Jimmy Tang is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and three years of industry experience. His prior work includes roles at KPMG US, Mastercard, and Edward James. 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.

Kelly Legaye is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 license with 12 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023, Legaye worked at Goldman Sachs & Co. for nine years. Outside of her advisory role, she serves as a trustee for irrevocable gift trusts. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling and centralized due diligence in its approach. The firm applies an ESG framework in assembling investment options and delivers services on a non-discretionary basis, with clients retaining final decision authority.

Antonio Ignarra Jr. is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2018. Prior to that, he spent 10 years with Sharebuilder 401 K and related firms. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, providing asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage, distribution, and investment management functions.

Sabrina Marsella 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 worked at J.P. Morgan since 2017, including roles at JPMorgan securities LLC and Jpmorgan Chase Bank NA. Outside of finance, she has a role as a contractor for Oddity, a consumer-tech company focused on digital brands in the beauty and wellness industries. 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.