Steven Chandler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and possessing 35 years of industry experience. He has been with J.P. Morgan Securities since 2012 and also works with JP Morgan Chase Bank, N.A. since 2018. Outside of his advisory role, he owns several investment properties, including a condominium in a senior living facility and a townhouse. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while maintaining a centralized due-diligence and ESG eligibility process.

Claire Bebee is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked with J.P. Morgan Chase Bank and The Vanguard Group prior to her current role. Outside of finance, she has professional experience in the spa industry. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence, incorporating an ESG eligibility framework in its investment recommendations.