Julian Kidd is a financial advisor with J.P. Morgan Securities in Plano, TX, holding a Series 66 credential and 17 years of industry experience. He has worked at notable firms including Bank of America and Merrill Lynch and is involved as an owner and partner in entertainment ventures such as Urban Air Adventure Park. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting, with an emphasis on quantitative modeling and ESG considerations.

Dylan Mobly is a Series 66-credentialed financial advisor with 11 years of industry experience, currently serving at J.P. Morgan Securities in Plano, TX. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017. Outside of his advisory role, Mobly has been involved in sports officiating since 2009. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide investment recommendations.

Angela Sarver is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.