Brittany Scott is a financial advisor at J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses with three years of industry experience. She has worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities since 2022 and previously spent six years at Bill Miller Bar B Q. 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, with clients retaining final decision-making authority.

Jose De Alba De La Garza is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at CitiGroup Global Markets Inc, Victory Capital Advisers, Inc., and USAA Financial Advisors, among others. Outside of finance, he is a partial owner of Military Aircraft Parts of San Antonio, a business selling aircraft parts. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates quantitative and qualitative due diligence and may include ESG eligibility criteria.

Raul Valencia is a CFP®-designated financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at multiple firms including PNC Managed Account Solutions and BBVA Securities, and has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2021. Outside of his advisory role, he is the owner and manager of Valencia Family Properties, LLC, overseeing residential and commercial real estate holdings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program that focuses on asset allocation advice, investment manager research, and customized performance reporting. The firm’s process integrates quantitative and qualitative due diligence and incorporates ESG criteria, with implementation support from affiliated investment-management entities.

Andi Berzani is a financial advisor with J.P. Morgan Securities in San Antonio, TX, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining J.P. Morgan Securities, Berzani held positions at PNC Bank, BBVA Securities, UMB Bank, Aflac, and Workforce Logiq. 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. Their advisory process combines quantitative screening and qualitative research, incorporating capital market assumptions and ESG considerations.

Edgar Paul is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities since 2012. His prior experience includes roles at JPMorgan Chase Bank, N.A. and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and may incorporate ESG criteria in its recommendations.