Michael Ayache is a financial advisor with J.P. Morgan Securities in Phoenix, AZ, holding Series 63 and Series 66 licenses and with six years of industry experience. His prior work includes roles at Wells Fargo, Nationwide Investment Services, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with an advisory process supported by centralized due diligence and incorporating both quantitative and qualitative research.

Sean Young is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2018. Prior to his current role, he held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Darby Heidemann. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.