Cole Batson is a Series 66-licensed financial advisor with J.P. Morgan Securities in Palm Beach, FL. He began his advisory career in 2026 and has held roles at JPMorgan Chase Bank, Privil.Ai, and the University of California, Davis. He has also been involved with Next Level Sports Foundation Inc. and Woodstock's Pizza. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in their recommendations.

Jessica Fiorillo is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes positions at JPMORGAN Chase Bank, Cantor Fitzgerald, First Franklin Financial Services, and Sl Green Realty Corporation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Marlie Weprin is a Series 66-licensed advisor at J.P. Morgan Securities with four years of industry experience. She has held roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as positions at The Ohio State University and Colliers International. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending investment strategies.

Peter McCaughan is a Financial Consultant at Fidelity Investments, where he has been working since 2019. In his current role, he partners with individuals and families to create tailored financial plans aimed at helping them achieve their personal and financial goals by leveraging Fidelity's resources. Peter has been with Fidelity Investments since 2015, progressing through several roles including Workplace Planning and Guidance Associate, Relationship Manager, Investment Consultant, and now Financial Consultant. This experience has provided him with a broad understanding of financial planning and client relationship management within the firm.

Jennifer Bailey is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and bringing two years of industry experience. Her background includes roles at JPMorgan Chase Bank and JPMorgan Securities, as well as involvement in other business activities as an owner and partner of Four Cheese Holdings LLC, a personal real estate investment entity. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its offerings.

Aisha Ali is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Sanford C Bernstein & Co LLC and JPMorgan Chase Bank, N.A., as well as experience in the technology and cosmetics sectors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Justin Mitchell is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Synovus Bank, TIAA-CREF, and PNC Bank. He is based in Palm Beach, FL. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a centralized due-diligence framework on a non-discretionary basis.

Stephanie Dagher is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at Northwestern Mutual in various roles from 2016 to 2022 before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2022. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers services on a non-discretionary basis, with an emphasis on asset-based fees and internally approved investment strategies.

Rick Reissman is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2017. Rick serves as treasurer on the board of the Yale Club of the Palm Beaches, an organization focused on promoting Yale's educational and community service values in the local area. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting with a focus on quantitative modeling and ESG criteria.

Blake Kortye is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A. and a brief period at Wake Forest University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Quintin Burkhamer is a financial advisor at J.P. Morgan Securities with Series 63 and 65 licenses and five years of industry experience. His prior work includes roles at The Vanguard Group, Triad Advisors, and JPMorgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Celusta is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 65 and Series 66 credentials. His prior experience includes one year at Goldman Sachs & Co. before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Troy Hoecker is a financial advisor at J.P. Morgan Securities with a Series 66 designation and two years of industry experience. His prior roles include positions at AUA Private Equity Partners and Prudential Private Capital, as well as an academic appointment at the University of Miami. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Thomas Branca is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Goldman Sachs and KPMG. Outside of finance, he performs as a pianist under the name Tom Branca Piano. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Marco Bruno is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Kalon Advisory Group and HSBC Bank, NA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Ryan Criste is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and based in Palm Beach, FL. He has approximately one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and Emerald Advisers. Outside of his advisory work, he has previous experience at Lancaster Country Club and Stephenson Equipment Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Woo Joo Han is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Prior to joining J.P. Morgan in 2021, he worked at Goldman Sachs and Wells Fargo. He serves on the board of a local charity, Jack The Bike Man, which restores bicycles for underprivileged children in Palm Beach County. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Renee Greene is a financial advisor with J.P. Morgan Securities in Palm Beach, FL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Prior to her current role, she worked for Goldman Sachs from 2016 to 2026. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and incorporating an ESG eligibility framework in its recommendations.

Christine Solomon is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, she worked at Solomon Real Estate for 16 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates with a distinctive registration as a security-based swap dealer and futures commission merchant.

Todd Dahlstrom is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Deutsche Bank Securities Inc., PNC Wealth Management, Kipling Capital Inc., and Ameritas Investment Partners, Inc. Outside of finance, he is also engaged in music creation, production, and performance since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.