Svetlana Will is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has been with JPMorgan Chase Bank, N.A. since 2001, joining J.P. Morgan Securities in 2022. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model allocations and offers certain portfolio services through affiliated entities.

Matthew Schulter is a Series 66-licensed financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012 and previously at Chase Investment Services Corp. and Osaic FA, Inc. Outside of his advisory role, he is an investor in a private cabin rental business operated with family and partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their approach includes non-discretionary, written asset allocation advice supported by centralized due diligence and a manager solutions team, with implementation services offered through affiliated entities.

Nathaniel Tatum is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing three years of industry experience. His work history includes roles at JPMorgan Chase Bank, U.S. Bancorp Investments, U.S. Bank, and DoorDash. He is also listed as an owner/partner of Above the Bar Fitness, LLC, a fitness business he currently does not actively operate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with a broad range of regulatory registrations, including futures and swap dealer capabilities.