Barrett Renner is a Series 66 licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at Fidelity and JPMorgan Chase Bank. Outside of his advisory work, he is a passive investor in a property and casualty insurance LLC co-owned by his wife. J.P. Morgan Securities LLC 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. The firm operates on a non-discretionary basis, delivering customized advice through a select group of Wealth Advisors.

Joseph Deignan is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Charles Schwab. Before entering the financial industry, he was employed in golf operations and served in the U.S. Air Force. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling combined with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Christopher Perry is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, as well as positions outside finance at Comeaux Furniture, Lyft, Uber, and Louisiana Coastal Management. 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 applying an ESG eligibility framework in its recommendations.