David Errick is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and four years of industry experience. He previously worked at TD Bank N.A. and M&T Bank, as well as Sterling Jewelers. 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. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and incorporates ESG considerations in eligible strategies.

Sean Durkin is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.