Rachel Feifer is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and possessing 17 years of industry experience. She has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. Outside of her advisory role, she serves on the Board of Directors for Angelight Films, an organization that helps children with brain and spinal cord tumors create and star in their own short films, where she assists with fundraising and strategic planning. 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 manager due diligence and applying an ESG eligibility framework when recommending eligible strategies.

Elizabeth Doherty is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and four years of industry experience. Her work history includes roles at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., as well as prior experience at Simon Quick Advisors and Solus Alternative Asset Management. 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.

Peter Federer is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has been with JP Morgan Securities since 2010, including 10 years at JPMorgan Chase Bank NA. He also worked for Advanced Equities, Inc. from 2009 to 2010. 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 in its recommendations.

Frederick Schoenhut is a CFA® charterholder and holds a Series 66 license, with 10 years of experience in the financial industry. He is currently with J.P. Morgan Securities, having joined in 2023, and previously worked at Goldman Sachs & Co. for six years among other firms. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Emily Margolis is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2019. Her prior experience includes roles at Apollo Global Management and Verily Life Sciences. 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 its program on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Alec Carroll is a financial advisor at J.P. Morgan Securities with the Series 66 designation and four years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021 and previously held roles at RMB Capital Management and Graham Capital Management. 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 additional market-facing registrations and functions, delivering advice on a non-discretionary basis.

Carolina Sanchez Alzamora is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes six years at Banco Santander Peru S.A. and a year at Columbia Business School. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a quantitative, non-discretionary process that incorporates ESG criteria and centralized due diligence.

Sebastiano Grisetti 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 JPMorgan Chase Bank, N.A., and Intesa Sanpaolo. 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. Services are delivered on a non-discretionary basis, with clients retaining final decision-making authority.

Glenn Di Vincenzo is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and J.P. Morgan Chase Bank since 2016. 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 integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Erin Mc Naughton is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities LLC since 2013 and J.P. Morgan Chase Bank NA since 2017. 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 and fund 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.

Cristobal Flores Daccarett 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, The Dinerstein Companies, and Southwestern Advantage. 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 team of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.

Dhruv Rao is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various J.P. Morgan entities since 2018. Outside of finance, he is an independent contractor dog walker through Wag Labs. 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.

Brent Greeley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan since 2021. Prior to joining the firm, he attended Tufts University. 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 incorporating an ESG eligibility framework in its investment recommendations.

Daniel Solomon is a CFA® charterholder with 26 years of industry experience, currently serving at J.P. Morgan Securities in New York, NY. He has held roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC since 2013 and is a partial owner of Kaleidoscope Labs, a political forecasting consulting firm. Solomon is also involved in nonprofit work as a director on the boards of the Navy League of the United States - New York Council and the U.S. Naval Service Personnel Educational Assistance Fund, Inc. 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 with a non-discretionary advisory model supported by an in-house manager solutions team and centralized due diligence.

Guillermo Corsino Jr. is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012. Prior to that, he worked at Jpmorgan Chase Bank, N.A. starting in 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivering these services alongside affiliated brokerage and investment management capabilities.

Alexandra Bates 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 since 2025, following her studies at 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 brokerage and investment management capabilities.

Timothy Sheehan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has been with JPMorgan Chase Bank NA since 2013. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Mariana Guariba Costa Giglio is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at Nomura Securities and JPMorgan Chase Bank, N.A. Outside of finance, she has experience working with the New York Empire Baseball Corporation and involvement in hospitality and bakery ventures. J.P. Morgan Securities 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 investment strategies.

Ricardo Charvel is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior work experience at Certe Energy Services, Populus Insurtech, and Instituto Tecnologico y de Estudios Superiores de Monterrey. 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 Institutional Consulting Services program.

Juan Moreno Esteban is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. His career includes roles at J.P. Morgan (Suisse) SA and JPMorgan Chase Bank, N.A. prior to joining J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm operates within the larger J.P. Morgan organization and offers access to a broad range of product types, including security-based swaps and futures.