Sophia Nipp is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Morgan Stanley and Barton & Associates Inc. Outside of finance, she has worked in various other fields including at TN Air and Moondance Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and integrates an ESG eligibility framework, supported by affiliates for implementation and portfolio services.

Tanya Thompson Zavala is a financial advisor with J.P. Morgan Securities in Scottsdale, AZ, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Her career includes multiple roles at J.P. Morgan Securities and JPMorgan Chase Bank, along with a period at Equitable Advisors. Outside finance, she was involved with Mounts Espresso for six years. 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 combines quantitative and qualitative research and incorporates ESG criteria, supported by affiliates offering implementation and portfolio services.

David Hummel is a Series 66 licensed advisor with J.P. Morgan Securities, based in Scottsdale, AZ. He has 23 years of industry experience, including 14 years at J.P. Morgan Securities and over 20 years with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program delivers non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.