Thomas Barger is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, previously working at Charles Schwab and Bank of America/Merrill Lynch. He is currently based in Phoenix, AZ. 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Aleksandra Karac is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked in various capacities within JPMorgan Chase Bank and J.P. Morgan Securities since 2014. 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 advisory services alongside brokerage, distribution, and investment management capabilities.