Sara Rubiano is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2023. Outside of finance, she has been involved with the New Jersey Healthy Kids Initiative and has held positions at Rutgers University and Chez Alice Patisserie. 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 additional market-facing registrations, delivering recommendations through a non-discretionary program supported by an in-house manager solutions team and a centralized due-diligence framework.

Brandon Tripodi is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at First Republic from 2016 to 2023. 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 and investment management capabilities.

Aaron Goldstein is a financial advisor with J.P. Morgan Securities in New York, NY. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, having worked at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm integrates quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Messay Kassi is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and Oppenheimer. 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.

Ron Palmer is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes roles at HSBC Bank USA, Hold Bros. Capital, and Merrill. He is currently based in New York, NY. 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 team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Christina Oelsner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Jazmin Roper is a financial advisor with J.P. Morgan Securities in New York, NY. She holds a Series 66 designation and has been with the firm since 2025. Her prior experience includes roles at Jpmorgan Chase Bank, UBS, Advaita Capital, and Serval Ventures, as well as positions at Barnard College and New York University. 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 broker-dealer and investment adviser registrations, delivering services through Wealth Advisors while clients retain final decision-making authority.

Elle Tharby 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. and J.P. Morgan Securities. Prior to her current position, she worked with the Young Women's Christian Organization and Truist Bank. 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.

Gerardo Espinosa is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He has been with J.P. Morgan since 2017, holding roles within JPMorgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory work, he is an investor and partner in HOPE Hydration, a company focused on installing water stations in the United States. 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 a non-discretionary process.

Catherine Buckley is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2006. 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 and centralized due diligence while applying an ESG eligibility framework in its recommendations.

Michael Barbarula is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Barbarula serves as a board member and investment committee member for St. Peter's Preparatory School and is a partner in a local coffee shop venture. 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 inform its recommendations.

Kendall Carter is a Series 66 licensed financial advisor at J.P. Morgan Securities with four years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Carter held positions at organizations including Afiniti, URBN, and the GWU Fowler Career Center. 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.

Angela Deering is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Prior to that, she was with Seaport Global Securities LLC and Seaport Global Holdings LLC from 2014 to 2019. 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 incorporates an ESG eligibility framework when recommending strategies.

Nyle Syed is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately one year of experience at the firm. His work history includes roles at JPMorgan Chase Bank, Columbus Investment Advisory, and various other employers, along with time spent at Ohio State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund 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 investment strategies.

Michael Leiden Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held roles at JPMORGAN Chase Bank, N.A. since 2016 and has been with J.P. Morgan Securities since 2011. Leiden holds the Series 63 and Series 65 designations. 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 and applies an ESG eligibility framework when recommending strategies.

Daisy Patrick is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at several J.P. Morgan entities since 2023 and has had prior involvement with the Larchmont Yacht Club. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, focusing on 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.

Elijah Yong is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Bank of America, and Wells Fargo. 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.

Emely Gelman is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Dean Steinmann Jr. is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and 13 years of industry experience. He has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019, and previously at Citi Private Bank and Citi Personal Wealth Management between 2012 and 2019. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with additional brokerage, distribution, and investment management capabilities.

Camilla Rab is a financial advisor at J.P. Morgan Securities with 32 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2000. Outside of her advisory role, she serves as a trustee for a family insurance trust. 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 and incorporates an ESG eligibility framework in its recommendations.