Elkin Parker Jr. is a financial advisor at J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses with eight years of industry experience. He previously worked at Prudential Investment Management Services and PGIM Investments and co-owns a real estate property managed as an Airbnb rental with his wife. 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 and incorporates an ESG eligibility framework in its recommendations.

Priti Patel is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank, N.A. since 1985. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG considerations within recommended strategies.

Karyu Chou is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014, following two years at CUNA Brokerage Services, Inc. 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 through a non-discretionary program. The firm combines quantitative and qualitative research to build model asset allocations and incorporates ESG considerations in its recommendations.

Natalia Oliver is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at several financial institutions, including JPMorgan Chase Bank and Bank of America. Outside of her advisory role, she owns and operates two small businesses in the food and vending sectors. 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 within a non-discretionary program.

Nancy Scordo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2016, following a tenure at JPMorgan Chase Bank, N.A. beginning in 2009. 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 selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, employs a forward-looking capital market approach, and offers access to derivatives and commodities capabilities.

Rong Diao is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Raymond James & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting.

Lucas Collins is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A., among other positions. 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. Their advisory process combines quantitative and qualitative research, incorporating ESG criteria and supported by centralized due diligence.

Marianna Mansour is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan and JPMORGAN Chase Bank, N.A. since 2019, following eleven years at Bank of America and Merrill. 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. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates an ESG eligibility framework in its recommendations.

Kristen Dichkus is a financial advisor with J.P. Morgan Securities based in Princeton, NJ, holding Series 65 and Series 63 licenses and possessing four years of industry experience. Her career includes roles at Wealth Enhancement and LPL, and she currently provides administrative support to an independent investment advisory firm. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program provides written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

John Song is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with J.P. Morgan entities since 2003, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Robert Cundari is a financial advisor with J.P. Morgan Securities in Princeton, NJ, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His career includes roles at JPMorgan Chase Bank, NA since 2018 and previous positions at TD Ameritrade Investment Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating forward-looking capital market assumptions.

Rohan Puri is a financial advisor at J.P. Morgan Securities based in Princeton, NJ, holding Series 63 and Series 66 licenses with one year of industry experience. His prior roles include positions at Morgan Stanley and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, 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.

Bindu Menon is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with J.P. Morgan Securities, where she has worked since 2021. Prior to this, she held roles at PNC Investments and PNC Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process involves centralized due diligence, combining quantitative and qualitative research to build model asset allocations, with clients maintaining final decision-making authority.

Ashley Frazier is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citizens Securities, Inc. and JPMorgan Chase Bank, N.A. among other roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Lori Mc Guinness is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. Her career includes roles at Morgan Stanley, Wells Fargo Advisors, and David Lerner Associates. 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.

Lori Clarke Romano is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. She previously worked at Cenlar for twelve years before joining J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities. 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. Their advisory process combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Meghan Sutphen is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Prior to joining J.P. Morgan, she worked at Equitable Advisors and held various roles in education and retail. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and has broader derivatives and commodities capabilities compared with many institutional programs.

Ruben Marshall is a CFP®-designated advisor with 29 years of industry experience. He is currently with J.P. Morgan Securities in Princeton, NJ, where he has worked since 2014. His prior experience includes roles at RGCA Family, LLC, Harrisdirect LLC, and Raymond James & Associates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory approach emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.