Danny Pagoulatos is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 designations and 18 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, N.A. from 2015 to the present. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Zhanxiao Pan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. They hold Series 63 and Series 66 designations and have worked with various divisions of J.P. Morgan since 2016. 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. The firm combines quantitative and qualitative research to support its advisory process and offers broader derivatives and commodities capabilities through its regulatory registrations and affiliate partnerships.

Michael Tenore is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. In addition to his advisory role, he is an owner and partner of Miguelito's Meat LLC, a food service business specializing in cured meats. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria, supporting clients with access to a range of affiliated investment management services.