Matthew Rick is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at TD Bank, Bank of America Merrill, and PNC 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 applying an ESG eligibility framework in its recommendations.

Frederick Bellows is a financial advisor with J.P. Morgan Securities in Providence, RI, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. His prior roles include positions at Citizens Securities, Mass Mutual Life Insurance Company, and National Financial Services LLC. Outside of his advisory work, he has ownership interests in Bellows Co Inc. and MBN LLC. 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 its Wealth Advisors. The firm integrates large institutional advisory operations with brokerage and investment management capabilities.