Keith Hudson is a financial advisor with J.P. Morgan Securities in Plano, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2015 and is also involved in a private label supplements business called NaturesRX. 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 investment strategies.

Thao Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses, and has five years of industry experience. Prior to joining J.P. Morgan Securities in 2023, Nguyen worked at Fidelity Brokerage Services, Charles Schwab, and TD Ameritrade. Outside of finance, Nguyen has experience with Certified Languages International and medical-related video services. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and ESG considerations.

Vivian Maass is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. She is also the owner of Yimudi LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.