James Lordi is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in New York, NY. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to his current roles, he worked at Equitable and Wyndham Hotels & Resort's, as well as at Shieferstein Farm Market. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Terry is a financial advisor at J.P. Morgan Securities in New York, NY, holding a Series 66 designation with three years of industry experience. His work history includes positions at JPMorgan Chase Bank, N.A., Bank of America, Merrill, and employment at the University of Connecticut. He also worked at Terry's Home Improvement from 2016 to 2021. 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 applying an ESG eligibility framework.

Elizabeth Antosz is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 65 licenses and having 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2011. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.