Matthew Wilson is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley, E*Trade Securities, and TD Ameritrade. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program combines quantitative and qualitative research to build model asset allocations and incorporates ESG eligibility criteria.

Cameron Barsoum is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at various J.P. Morgan entities since 2018, as well as at Koss Olinger Financial Group in 2017. Barsoum is based in Sarasota, FL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Aria Falahee is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various JPMorgan entities as well as Dowling & Yahnke, LLC. 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. The firm’s advisory process combines quantitative and qualitative research supported by a centralized due diligence team and incorporates a range of eligible strategies, including an ESG eligibility framework.

Omar Butt is a Series 66-licensed advisor with J.P. Morgan Securities, based in Sarasota, FL. He has eight years of industry experience, including prior work at PwC from 2013 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a range of specialized regulatory registrations and derivatives capabilities.

Anthony Baldo is a financial advisor with J.P. Morgan Securities in Sarasota, FL, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has worked at J.P. Morgan Securities since 2022 and concurrently at JPMorgan Chase Bank, N.A. since 2007. Outside of his advisory role, he is owner and partner of Automated Wealth Systems, LLC, a holding company involved in content creation, private angel investing, and real estate investments unrelated to the industry. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks, with implementation supported by affiliated investment-management entities.

Daniel Vigne is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities and has previously worked at Northern Trust Securities and other firms. 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 and qualitative research with forward-looking capital market assumptions to support client decision-making.

Peter Genersich is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and JPMorgan Chase Bank. Outside of his advisory work, he serves as a committee member for the Ringling Museum, assisting with its annual UnGala event. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations, and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.