Michael Erickson is a financial advisor at J.P. Morgan Securities in Queen Creek, AZ, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to his current role, he has worked in various positions including at JPMorgan Chase Bank, N.A., and several lending firms. Outside of his advisory role, he is a part-time soccer coach. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence, qualitative and quantitative research, and may include ESG eligibility criteria in its recommendations.

William Monaccio is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 12 years of industry experience, including prior roles at LPL Financial, Dynamic Wealth Strategies, and Edward Jones. Outside of his advisory work, he is a partner in a real estate holding LLC. 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 supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations.