Joshua Waitz is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. Outside of his advisory role, he is an owner and partner of Claiborne Industries LLC, a personal investment entity focused on real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research and may include ESG criteria, supported by affiliates that provide implementation and portfolio services.

Lan Jones is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations. Outside of his advisory role, Jones is an owner and partner of JT Property Ventures LLC, a real estate business focused on residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG criteria, supported by centralized due diligence.

Matt Keith is a CFP® and ChFC® with 20 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2014. Outside of his advisory role, he is the owner and partner of MJ Keith Real Estate LLC, where he is involved in leasing a residential property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by both quantitative and qualitative research.

Kevin Guinan is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and also has ownership interests in several non-investment business ventures, including holding companies for real estate assets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations reflecting broader derivatives and commodities capabilities.

Kelsey Heimbigner is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to joining J.P. Morgan in 2021, Kelsey worked at Fidelity in various roles from 2017 to 2021 and at Union Bank of California from 2014 to 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through wealth advisors, 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 to build model asset allocations and incorporates ESG criteria within a broad set of eligible strategies.

Michael Ridley is a Series 66-licensed advisor at J.P. Morgan Securities with 21 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Ridley also has experience with Coniston Muse, LLC, Joppa, LLC, and Coinston, 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 searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and incorporates quantitative and qualitative research along with an ESG eligibility framework.

Angelica Herrmann is a Series 66 licensed financial advisor at J.P. Morgan Securities with nine years of industry experience. She has previously worked at Merrill, Morgan Stanley, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that offers written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Leslie Jackson Bridges is a financial advisor with J.P. Morgan Securities based in Scottsdale, AZ, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating both quantitative and qualitative research.

Raymond Riveras is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 66 designations and over 24 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, with prior roles at PNC Managed Account Solutions, Wells Fargo Clearing, Wells Fargo Investments, and Chase Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, offering broader derivatives and commodities capabilities through its regulatory registrations.

Kit Dang is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank, N.A. since 2003. Outside of finance, he has been involved with Jab Fitness from 2022 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Matthew Biedron is a CFP® with 15 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has held positions at J.P. Morgan Chase Bank, Vanguard, and USAA in prior roles. Outside of finance, he is a partner in NAMABI LLC, a vacation rental business in Show Low, Arizona. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Melissa Scott is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. 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 combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through affiliated entities.

Dylan Jordan is a ChFC® credentialed financial advisor with 21 years of industry experience, currently with J.P. Morgan Securities in Scottsdale, AZ. His prior work includes positions at Morgan Stanley and Chase Investment Services Corp. Outside of finance, he is involved in small business ventures as an owner and partner of a luxury portable toilet rental service and a country bar and BBQ restaurant. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates both quantitative and qualitative research and includes a range of diversified strategies with additional derivatives and commodities capabilities.

Rheeta Wilson Fitzpatrick is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Merrill and Guardian Life, before joining J.P. Morgan in 2016. 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 centralized due diligence with quantitative and qualitative research and may include ESG criteria.

Bradley Grabowy is a Series 66 licensed financial advisor with 21 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at UBS Financial Services and Merrill. He is based in Scottsdale, AZ. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative manager due diligence and may include ESG criteria in its recommendations.

Jaime Lutz is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 27 years of industry experience. His work history includes roles at Morgan Stanley DW Inc., JPMorgan Chase Bank, N.A., and Az Cool Pools. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager research, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG considerations in its recommendations.

Tequilla Swan is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has operated her own business, Klassy Kloset Boutique, an online women's apparel retailer, since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, delivering customized, non-discretionary asset allocation advice, investment manager searches, and performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sydney Affholder is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 66 licenses and with seven years of industry experience. Prior to joining J.P. Morgan Securities in 2019, Sydney worked at JPMorgan Chase Bank, N.A. since 2017 and spent one year at Jos. A. Bank. 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 to build model asset allocations and incorporates ESG considerations where applicable.

Aleah Bowers is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at J.P. Morgan Chase Bank, N.A., and U.S. Egg Breakfast & Lunch. 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 combines quantitative and qualitative research to develop model asset allocations, including ESG eligibility considerations.

Matthew Neal is a CFP® with 18 years of experience, currently serving as an advisor at J.P. Morgan Securities in Scottsdale, AZ. He has been with J.P. Morgan Securities since 2012 and worked at JPMorgan Chase Bank, N.A. prior to that. 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. Their advisory process integrates quantitative and qualitative research with a broad range of investment strategies, including derivatives and commodities capabilities.

Jenette Artymonow is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 66 and Series 63 registrations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2015, with a brief tenure at Merrill. Outside of financial services, she owns and manages an online clothing boutique called Saguaro Blossom Boutique, which sells apparel, art, greeting cards, and home decor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Darren Bernard is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with J.P. Morgan Securities in Scottsdale, AZ, where he has worked since 2012, following roles at Chase Investment Services Corp. and USAA. Outside of his advisory work, Bernard is the owner and a scuba instructor for Down Below, LLC, a scuba training business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their non-discretionary program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Leslie Little is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Their career includes roles at BCBS, LLC, UBS Financial Services, Chase Investment Services Corp., and JPMorgan Chase Bank, NA. 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 supported by centralized due diligence and both quantitative and qualitative research.

Casey Block is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at several firms including Bank of America/Merrill and various mortgage and real estate companies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broader derivatives and commodities capability.