Minh Le is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses. He has five years of industry experience, including prior roles at HSBC Bank (Vietnam) Ltd and HSBC Bank USA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Fernando Mellin is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Wells Fargo for 18 years and is the owner of My Coco Inc, a business focused on the sales of imported coconuts and coconut water. 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 an ESG eligibility framework. The firm delivers services on a non-discretionary basis, with client decision-making retained, and operates within the broader J.P. Morgan banking and broker-dealer organization.