Shelbi Cleaver is a Series 66-credentialed financial advisor with five years of industry experience, currently working at J.P. Morgan Securities in Santa Rosa, CA. Her prior work includes roles at Equitable Advisors, LLC and the University of San Diego. She was also involved with The Duck Drive in 2021. 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 recommendations.

Michael Veit is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.