Saara Sondej is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 license and has previously worked at Goldman Sachs and Navy Federal Credit Union. 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 a combination of quantitative modeling and centralized due diligence.

Nicole Steinwedell is a CFP® professional with three years of industry experience, currently serving as an advisor at J.P. Morgan Securities in New York, NY. She previously worked at The Colony Group, LLC and has experience in entrepreneurial ventures, including a six-year role with 11 Ventura LLC (Laurel Tavern) and long-term involvement with Choose Life, Inc. 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 due diligence and an ESG eligibility framework to guide investment decisions on a non-discretionary basis.

John Rozynek is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and two years of industry experience. His prior work includes positions at Northern Trust Company and involvement with VPC Greektown Pizza, LLC. 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.

Abigail Swanton is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, she worked at Avanade and Trane Technologies. 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 to support customized investment solutions.

Gabriel Espinos is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked in various roles within JPMorgan Chase Bank, N.A. since 2022. Prior to his advisory career, he held positions in hospitality and retail industries, including Market Street Grill and Better Days RV, Inc. 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 applies an ESG eligibility framework and offers services on a non-discretionary basis, with a focus on approved funds and strategies.

Deonna Mc Williams is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 registrations and bringing 18 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2013. Mc Williams serves as a board member of Gethsemane Garden Baptist Church, where she handles financial record keeping related to parishioner giving and contractor payments. J.P. Morgan Securities LLC 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. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Nina Rapaport 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 various divisions within J.P. Morgan since 2017, including JPMorgan Securities, JPMorgan Chase Bank, and JPMorgan. Her experience also includes roles at Smarten Up, the City University of London, and Emory University. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly 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 when recommending strategies.

Jeffrey Hamlin is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has prior work history at JPMorgan Chase Bank, KPMG, Grant Thornton, and other firms. 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 applying an ESG eligibility framework in its recommendations.

Victoria Bottazzini is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services program, delivering non-discretionary investment consulting with a focus on quantitative asset-allocation modeling and centralized due diligence.

Matthew Garelick is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 credential and has previously worked at TP ICAP, Prudential Advisors, and JPMorgan Chase & Co. Outside of finance, he has experience at Rutgers University and worked at Tony Boloney's. 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 operates within the broader J.P. Morgan organization and offers a range of asset-based investment solutions.

Ethan Infranco is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation. He has one year of industry experience, including prior roles at UBS Financial Services and Raymond James. Outside of finance, he has experience working with the Clemson Academic Success Center and involvement in the maritime retail sector through Top Sail Steamer. 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 guide investment recommendations.

Alex Picou is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. 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 while clients retain final decision authority.

Jacobo Almuina Tojo is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2022, following nine years at Santander Investment Securities Inc. and three years at Banco Santander SA. Outside of his advisory role, he serves as Treasurer on the Board of Managers for a Manhattan condominium, managing its reserve fund investments. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jenna Grippo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with JPMorgan Chase and Copper (Tofino Group People LLC). She also owns a personal real estate LLC. 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.

Lindsay Mc Cracken is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026, Lindsay worked at Wells Fargo, Deutsche Bank Private Bank, and Bank of America Private Bank. J.P. Morgan Securities LLC 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 applies an ESG eligibility framework when recommending investment strategies.

Ameen Iraqi is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA. His background also includes roles outside the financial industry, such as positions at Brighton Medical Associates and the Department of Veterans Affairs. 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.

Kathryn Stengel is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, JP Morgan Private Bank, and Acropolis Investment Management. Kathryn also spent time affiliated with Indiana University and Swank Motion Pictures. 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 when recommending investment strategies.

Caroline Baldwin is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2022. 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 investment recommendations.

Matthew Feder is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. His prior work includes positions at Goldman Sachs and BBVA Compass. 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 in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Michael Grodzki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Centerbridge Partners L.P. and America Works. His background also includes academic experience at Baruch College Zicklin School of Business. 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, distribution, and investment management capabilities.