Monalisa Maldonado is a financial advisor at J.P. Morgan Securities with five years of industry experience and a Series 66 designation. Her prior roles include positions at Bank of America, Merrill, Equitable Advisors, and Thrivent Investment Management, among others. She is based in San Antonio, TX. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Robert Salgado is a Series 66-registered financial advisor with J.P. Morgan Securities in San Antonio, TX, bringing 16 years of industry experience. His career includes roles at J.P. Morgan Securities and Morgan Stanley, with continuous service at J.P. Morgan-affiliated firms since 2012. 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’s advisory process integrates quantitative and qualitative due diligence and includes derivatives and commodities capabilities not commonly found in similar institutional programs.

David Bugarin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. His prior work includes roles at Texas Capital Private Bank and J.P. Morgan Chase Bank. Located in San Antonio, TX, he has been with J.P. Morgan Securities since 2025. 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 and qualitative research supported by a centralized due diligence team and includes capabilities in derivatives and commodities through affiliated entities.