Kristen Griffin 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. Her career includes roles at Goldman Sachs and Douglas Elliman prior to joining J.P. Morgan in 2021. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers non-discretionary advice through a select group of Wealth Advisors, incorporating an ESG eligibility framework in its investment recommendations.

Jacob Brozon is a Series 66-registered financial advisor with J.P. Morgan Securities, based in New York, NY. He has three years of industry experience, including roles at JPMorgan Chase Bank, Star Mountain Capital, Harley Capital LLC, and Ruffalo Noel Levitz. 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 uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Javier Oreamuno is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2008. 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.

Victor Sambuis is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2021. Prior to his current roles, his background includes positions at BNP Paribas and other organizations. 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 additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Leandro Martino is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has worked at JPMorgan Securities LLC since 2010 and has been involved with Hellespont LLC and AEMED, Inc. previously. Outside of his advisory role, he develops educational technology for children through Hellespont LLC and is the author of a book titled "Leadership and Strategy: Lessons From Alexander the Great." J.P. Morgan Securities LLC provides institutional consulting services to corporate, foundation, and defined contribution plan clients, offering asset allocation advice and customized reporting through Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Samantha Goldsmith is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Autograph, and Slash Management, as well as attendance at the University of Southern California. 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.

Robert Blanch is a financial advisor with J.P. Morgan Securities in New York, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and J.P. Morgan Chase Bank since 2016. Blanch serves as a board member for Horizons at Brunswick, a nonprofit organization. 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.

Atri Bhalla is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. 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 large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Susan Heidere is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2001. 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. As a subsidiary of J.P. Morgan, the firm delivers these advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jonathan Bonin is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with JPMorgan in various capacities since 2015. Bonin 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Victor Gustavo Diniz Silva is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 credential. He has one year of industry experience and previously worked at Ernst & Young and Igc Partners. 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.

Shelby Odle is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and has worked at several firms including Fletching Capital and JPMorgan Chase. 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 and investment management capabilities.

Nathan Cohn is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., Mirador Capital Partners, and MassMutual Northern California, as well as managing a bar and grill operation. 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 multiple market-facing registrations, delivering advisory services alongside brokerage, distribution, and investment management capabilities.

Maria Fernanda Muratore De Nadai is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation. Her prior experience includes a position at Morgan Stanley and time spent at Boston College. 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 for investment recommendations.

John Piccard is a financial advisor at J.P. Morgan Securities with a Series 66 designation and five years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Strategas Research Partners. He serves on the Associate Board of Heartshare, a nonprofit organization, where he has contributed to events such as Artshare. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis with client decision-making authority.

Teresa Stewart is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and five years of industry experience. She previously worked at Goldman Sachs Co & LLC and has held roles outside of finance, including positions at the New York State Attorney General’s forensic unit and involvement in game management at SUNY Geneseo. 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 an ESG eligibility framework.

Russell Baldrick is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Deutsche Bank Securities. Outside of advising, he is an owner and partner in Grid, a social mobile application focused on connecting people with shared interests in restaurants and events. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Christina Paragamian is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank 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 an ESG eligibility framework to support its recommendations.

Nicholas Nanas is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. In his role, he focuses on business development and relationship management, delivering customized investment and wealth planning strategies tailored to the specific needs and values of ultra-high-net-worth individuals and families. His areas of expertise include college education planning, corporate executive services, international wealth management, liquidity management, small business strategies, tax minimization, and more. Nicholas earned a Bachelor's degree in Economics from the Zicklin School of Business at Baruch College. Before joining Merrill Lynch full-time, he gained experience through internships with Merrill’s International Office and Chardan Capital Markets on the Institutional Equity desk. He holds the Personal Investment Advisor (PIA) designation. Fluent in English and Greek, Nicholas is dedicated to working with the Greek-American community and is an active member of Leadership 100, a philanthropic organization supporting initiatives within the Greek Orthodox Church and Greek-American society. Outside of his professional work, he enjoys golfing and is an avid fan of soccer and Formula One.

Ava Lewis is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Morgan Stanley and Longpoint Realty Partners. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework when making investment recommendations.