Daniel Malone is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2014 and has been with JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Karen Kelly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 18 years of industry experience. She has worked at J.P. Morgan Securities since 2014 and was previously with Capital One Financial Advisors for three years. Outside of her advisory role, she owns and manages rental properties and holds an ownership interest in a co-op unit occasionally rented out. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process uses a combination of quantitative analysis and qualitative research supported by a centralized manager solutions team.

Timothy O'Hara is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 credentials and possessing 24 years of industry experience. His prior firms include Credit Suisse Securities and Stifel Nicolaus. Outside of his advisory role, he owns O'Hara Evergreen Inc., a pest control business specializing in mosquito and tick treatments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and quantitative and qualitative research, offering access to a broad range of investment strategies including derivatives and commodities capabilities.

Peter Licari is a Series 66–registered financial advisor with J.P. Morgan Securities, based in North Massapequa, NY. He has two years of industry experience, including roles at Merrill/Bank of America and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Bar Plancha, a restaurant, for three years. J.P. Morgan Securities offers institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, with capabilities in derivatives and commodities that distinguish its offerings.