Maria Cabezas is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and possessing 20 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase bank since 2005. Outside of her advisory role, she is an owner and investor in MeetCaregivers, a caregiving service company, and a passive investor in ADAVIV Inc., a firm specializing in agricultural analytics. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services 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.

Neha Grover is a CFA® charterholder and holds a Series 66 license, with two years of industry experience. She currently works at J.P. Morgan Securities and JPMORGAN Chase Bank, N.A., and has prior experience at Wilmington Trust, People's United Advisors, and Gerstein Fisher. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Stig Niclas Mellody is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2008, including prior roles at Chase Securities Inc. Outside of his advisory work, he is a partial owner of Fuel Station Management LP, which owns retail gasoline stations, though he has no active role in the business. 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 brokerage, distribution, and investment management capabilities.

Kyle Millar is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at The Vanguard Group and Northwestern Mutual. He also spent time affiliated with Saint Joseph's University and The Union League of Philadelphia. 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 in its investment approach.

Nicole Craighead is a Series 66 registered advisor with J.P. Morgan Securities in New York, NY. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Her prior experience includes roles at Logan Arrowwood, Spring Mountain Capital, and the Earth Law Center. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework. The firm operates within the broader J.P. Morgan broker-dealer and banking organization and offers access to a wide range of products and strategies.

Katherine Meskell is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. She has worked at J.P. Morgan Securities and Jpmorgan Chase Bank NA since 2014. Since 2024, she has also served as the executor of the estate of her late aunt, managing various assets and coordinating with beneficiaries. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and investment manager searches through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and employs an ESG eligibility framework in its recommendations.

Terry Woodard is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and has been with JPMorgan Chase Bank, N.A. since 2000. Outside of his advisory role, he is an investor-partner in a Broadway theater production through TTR Investments LLC. J.P. Morgan Securities 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 broker-dealer and investment adviser functions, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Nadine Litvak is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2026, with prior experience at Nomura and Paretohealth. Litvak attended Cornell University from 2022 to 2026. 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.

Jose Pulido is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His prior work includes roles at Bain & Company and The Clorox Company, as well as multiple positions within JPMorgan Chase 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 an ESG eligibility framework in its investment approach.

Camryn Mcginnis is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 credentials and has been with JPMorgan Chase Bank NA and J.P. Morgan Securities since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling and centralized due diligence. The firm incorporates ESG criteria in its recommendations and operates within the broader J.P. Morgan financial organization.

Liam Hurley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has worked in various roles at J.P. Morgan since 2018, with prior experience at Corporate Employment Resources, Dow Jones, and Villanova 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 applying an ESG eligibility framework in its recommendations.

Joshua Prentice is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Butler Capital Partners and Riverstone Holdings, along with a lengthy tenure at JPMorgan Chase Bank, N.A. 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 recommendations.

Lisa Hurst is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Dalton Greiner Hartman Maher & Co LLC for nine years. She has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022. 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 affiliated brokerage, distribution, and investment management capabilities.

Joseph Libertin is a financial advisor at J.P. Morgan Securities with a Series 66 designation and four years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. His prior roles include positions at A.I.G. Risk Specialists Companies Insurance Agency, Intrinsic Edge Capital Management, and involvement with the University of Chicago and Upward Bound. 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 in its recommendations.

Nicholas Musci is a Series 66-licensed advisor at J.P. Morgan Securities with two years of industry experience. His work history includes roles at J.P. Morgan Chase Bank and Morgan Stanley, as well as a year at Lululemon. 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.

Nora Obringer is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Barclays for 18 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2026. 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.

Hailey Ng is a financial advisor at J.P. Morgan Securities with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she worked at Invesco Hong Kong Limited for five years and Generali Worldwide Insurance Company Limited for three years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Sohan Guduru 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., Verde Capital Management, and the University of Michigan Payroll Office. 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. Their services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Halle Best is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Bank of America Private Bank. She attended Bucknell 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 through a select group of Wealth Advisors. The firm operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Matthew D'antoni is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His background includes multiple roles at JPMorgan Chase Bank and JPMorgan Securities since 2022, as well as various positions at Bucknell University. 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 institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and due-diligence framework.