Sean Yoo 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 since 2012, including time at JPMorgan Chase Bank. 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 these services alongside affiliated brokerage and investment management capabilities.

Juan Arango is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is the owner and partner of Ezymon LLC, an e-commerce clothing business. 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.

Craig Treitler is a CFP® with 32 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He also has a longstanding association with Jpmorgan Chase Bank, N.A. dating back to 2004. Outside of his advisory role, Treitler acts as the preliminary executor for the Estate of Bernice Rosenblum, managing the final affairs of the estate. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and investment manager searches 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.