Brian Russell is a financial advisor with J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Morgan Stanley, Merrill, and Bank of America. Outside of finance, he has worked in retail at a golf and tennis pro shop. 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 research, and customized performance reporting through a non-discretionary program.

Isabel Dueri is a CFP® professional with 16 years of industry experience, currently serving at J.P. Morgan Securities in Orlando, FL. She has held various roles within JP Morgan entities since 2010 and operates an e-commerce business specializing in women's professional apparel. Additionally, she is a partner in a residential rental business. 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 supported by centralized due diligence.

Jeremy Handley is a financial advisor at J.P. Morgan Securities in Orlando, FL, holding a Series 66 designation with 13 years of industry experience. He has worked with LPL Financial and has been with J.P. Morgan Securities since 2016, including time at JPMorgan Chase Bank since 2018. 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 integrates quantitative and qualitative research with forward-looking capital market assumptions and may include ESG considerations.

Kevin Mc Nair is a financial advisor at J.P. Morgan Securities in Orlando, FL, with eight years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Truist and SunTrust Banks, Inc. among other firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework, supported by affiliates offering implementation and portfolio services.

Caleb Chapman is a Series 66-licensed financial advisor at J.P. Morgan Securities in Orlando, FL, with 15 years of industry experience. He has worked at JPMorgan Securities LLC since 2015 and previously operated Chapman & Associates Therapy Solutions from 2004 to 2020. 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 searches, and customized performance reporting within a non-discretionary advisory program.