Sanaz Fasihiyazdi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Chun Wong is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. Wong has been with J.P. Morgan Securities LLC since 2016. Outside of advising, Wong is a property owner involved in managing rental real estate. 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 when recommending strategies.

Wing Yin Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the CFP® and CFA® designations and has worked at Fidelity and J.P. Morgan Chase Bank prior to her current role. 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 delivers these services alongside affiliated brokerage and investment management capabilities.