Luis Serrato is a financial advisor with J.P. Morgan Securities in Saint Louis, MO, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked exclusively with J.P. Morgan-affiliated entities throughout his career. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach includes quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework, delivering services on a non-discretionary basis.

Eric Cutler is a financial advisor at J.P. Morgan Securities with 21 years of industry experience, holding the Series 66 designation. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. 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 in its investment approach.