Kerry Kerch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with J.P. Morgan Securities since 2012, following roles at PNC Wealth Management, LPL Financial, and Edward Jones. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG criteria within its eligible investment strategies.

Joshua Brucker is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having joined both firms in 2025. Prior to this, he worked at Equitable Advisors LLC for three years. 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 and fund searches, and customized performance reporting within a non-discretionary advisory program.

David Wagner is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2007. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with a forward-looking approach and incorporates ESG eligibility frameworks in their recommendations.

Jonathan Saffiedine is a Series 66 licensed advisor with J.P. Morgan Securities in Plymouth, MI, where he has worked since 2012. He has 14 years of industry experience and has also been with JPMorgan Chase Bank, N.A. since 2007. 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. Their advisory process uses centralized due diligence combining quantitative and qualitative research, with recommendations limited to eligible strategies that may include an ESG eligibility framework.

Melissa Hodskins 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 worked within JPMorgan Chase Bank and J.P. Morgan Securities since 2010. 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. The firm’s advisory process combines quantitative and qualitative research and includes a broad range of derivatives and commodities capabilities.

Mike Mc Gowan is a financial advisor with J.P. Morgan Securities based in Plymouth, MI. He holds a Series 66 designation and has 24 years of industry experience, including roles at UBS Financial Services and JPMorgan Chase Bank, N.A. since 2005. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Jay Peitsch is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Chase Bank and its securities affiliates since 2016 and previously spent two years at PNC Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Garry Penta is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Merrill, Fifth Third Securities, and JPMorgan Chase Bank, N.A., where he has worked since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

Ralph Gallo III is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he works at Lisa's Produce Market performing various labor and cashiering duties. 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 and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Jessica Axelsson is a financial advisor with J.P. Morgan Securities in Plymouth, MI, holding Series 63 and Series 66 licenses and 14 years of industry experience. Her prior work includes roles at The Huntington Investment Company, LPL Financial, and Rent North Equipment, LLC. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within its investment recommendations.

Samson Park is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with JPMorgan Chase Bank, N.A. since 2004. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to develop model asset allocations, incorporating ESG criteria where applicable.

Ramzi Bahu is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2012, following prior experience at JPMorgan Chase Bank, N.A. since 2004. 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’s advisory process combines quantitative screening and qualitative research, using forward-looking market assumptions to build model asset allocations within an ESG eligibility framework.