Mateusz Strojek is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

David Raap is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Oak Brook, IL, and has five years of industry experience. His background includes roles at JPMorgan Chase Bank and Wells Fargo Advisors. Outside of his advisory work, Raap is involved in several business ventures, including ownership and partnership positions in non-investment-related companies such as R & C Group INC and DSR Services INC, where he manages operations and receives royalties from a sold franchise. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a range of eligible investment strategies, supported by affiliates offering portfolio implementation and services.

Melanija Srdic is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2018. Prior to that, she was employed at Midtown Athletic Club and JPMorgan Chase Bank, N.A., and she also has experience at College of DuPage. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s non-discretionary program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Matthew Davidson is a financial advisor with J.P. Morgan Securities in Oak Brook, IL, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, with prior experience at Daly Fire Protection, Marist High School, Saint Xavier University, and Domani Construction. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking capital markets approach and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.