Dominic Hart is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His prior experience includes roles at UBS and at Aico Innovation Corp. Outside of finance, he has worked in the food service industry, including employment at SushiDon. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a wide range of investment products.

Derek Tu is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2020. Prior to that, he was with Axa Advisors and worked as an independent contractor for TD Group. Outside of his advisory role, Derek provides caregiving services to his grandmother through the In-Home Supportive Services Program. J.P. Morgan Securities LLC offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers its advisory services alongside brokerage and investment management capabilities, operating with a centralized due-diligence framework and a non-discretionary advisory model.

Chun Hin Pui is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2016. Outside of his advisory role, he is involved as an owner and partner in a short-term rental business in Texas. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.