Christina O'Neill is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and Citigroup Global Markets. 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 when recommending strategies.

Charles Walden is a financial advisor at J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses with four years of industry experience. His prior experience includes roles at Goldman Sachs and The Winthrop Group, as well as investment-related positions at The Metropolitan Museum of Art Investments Office and DE Shaw & Co. 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 searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Francis Gaeta Jr. is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at Citigroup for 15 years prior to joining J.P. Morgan in 2022. 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.

Domenica Proud is a Series 66 licensed financial advisor at J.P. Morgan Securities in New York, NY, with four years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan, and Eagles Realty. 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.

Hayley Assael is a CFP® with 14 years of experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. She is based in New York, NY, and holds Series 63 and Series 65 licenses. Her career has been focused within the J.P. Morgan organization since 2012. 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. The firm's Institutional Consulting Services program delivers non-discretionary advice, allowing clients to retain final decision-making authority.

Ryan Lino is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013, also working at Jpmorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, 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.

Anne Sophie Noret is a CFA® charterholder and holds Series 63 and Series 65 licenses. She is currently affiliated with J.P. Morgan Securities in New York, NY, with three years of experience at the firm and a total of nine years in the financial industry, including roles at JPMorgan Bank Lux SA and JPMorgan Chase Bank NA. 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 when recommending strategies.

Jason Sandolo is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at J.P. Morgan Securities. He has been with JPMorgan Chase Bank NA since 2017 and JPMorgan Securities LLC since 2013. Outside of his advisory role, he serves on the advisory board of a cooperative managing a 12-unit apartment building. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Vadim Popov is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. He has worked at J.P. Morgan Securities since 2021 and has been with JPMorgan Chase Bank since 2017. Outside of his advisory role, he serves as president of Valens Decoro Inc., an online business selling goods on Amazon. 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.

Paola Cano Manzanarez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 credentials and four years of industry experience. She has worked at various JPMorgan entities since 2017, including Banco JPM Institutional de Banca Mult and JPMorgan Chase Bank NA. 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 non-discretionary advice through a select group of Wealth Advisors, focusing on customized performance reporting and manager selection.

Daniel Jayson is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities 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 applying an ESG eligibility framework in its recommendations.

Gregory Watch 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 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Whitney Braun is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities, she worked at Jordan Park Group and Premier Plan Consultants, and has experience outside finance including roles at the University of San Diego and Starbucks Corporation. 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 customized investment solutions.

Laasya Madiraju is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, she attended the Kelley School of Business at Indiana University from 2021 to 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. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Carlton Light is a Series 66-licensed financial advisor with 18 years of industry experience, currently with J.P. Morgan Securities in New York, NY. Prior to joining J.P. Morgan in 2026, he spent 19 years at CitiGroup. 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.

Alexandre Augusto Iorio Zanuto is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various J.P. Morgan entities since 2008. Outside of his advisory role, he is a limited partner and financial investor in CWS Digital Plataforma e Serviços S.A., a digital marketplace company. 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 in its investment process.

Sean Kilkenny is a financial advisor at J.P. Morgan Securities LLC based in New York, NY, holding a Series 66 designation with five years of industry experience. He has been with J.P. Morgan Securities since 2021 and has worked at JPMorgan Chase Bank, N.A. since 2015. 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 when recommending strategies.

Sean Hogan is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities 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 making investment recommendations.

Catalina Robles Gorriti is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She joined J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026 and has prior experience with Balanz Capital Valores, Capital Markets, and HSBC. 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 incorporates an ESG eligibility framework when recommending investment strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Chester Yu is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He has been with J.P. Morgan Securities since 2001 and also worked at JPMorgan Chase Bank, N.A. since 2023. He holds Series 63 and Series 65 licenses. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.