Kayla Kerr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and Everlane. Outside of finance, she is a yoga teacher at Breathe Hot Yoga in Seattle. 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. The firm’s advisory process incorporates both quantitative and qualitative research, and it offers access to a range of investment strategies including ESG considerations.

Cynthia Hwang is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked primarily at JPMorgan Chase since 2017, with prior experience at Wells Fargo Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Patrick Burke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked previously at BNY Wealth, Wells Fargo Private Bank, and KeyBank. 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. Their advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team.

Brandon Vrinceanu is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at BNY Mellon, Russell Investments, and Boeing Employees Credit Union. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, supported by broader derivatives and commodities capabilities.

Shawn O'Neill is a financial advisor at J.P. Morgan Securities with 35 years of experience in the industry. He holds Series 63 and Series 65 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012, following prior roles at RBC Capital Markets and Deutsche Bank Securities. 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 combines quantitative screens and qualitative research to develop model asset allocations and incorporates an ESG eligibility framework in its recommendations.

Sean Whitsitt is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017 and was previously with Merus Global Investments from 2015 to 2017. 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 combines quantitative screens and qualitative research to build model asset allocations and includes broader derivatives and commodities capabilities.

Michael Sullivan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at US Bank for eleven years. 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 combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Janine Farah is a Series 66-licensed advisor with J.P. Morgan Securities in Seattle, WA, and has five years of industry experience. Her prior roles include positions at Vanderbilt Securities, LLC, and 3 Dimensional Wealth. She is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer a range of banking products and services alongside investment advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG considerations and broader derivatives capabilities.

Ying Hu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 63 licenses and has worked at several major firms, including Bank of America, Merrill, and Prudential. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a structured program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Olive Siau New Goh is a CFA® charterholder and holds a Series 66 license with 17 years of experience in the financial industry. She has worked at J.P. Morgan Securities since 2023 and previously spent nine years at Citigroup Global Markets and six years at HSBC Securities (USA) Inc. She is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Anthony Abas is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential with one year of industry experience. His prior experience includes 20 years of service in the U.S. Army and a brief period at Northwestern University. 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 supported by centralized due diligence and a combination of quantitative and qualitative research.

John Wuest is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Merrill and First Republic Bank. Outside of finance, he is a silent partner in a pizza restaurant in Seattle. 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 supported by centralized due diligence and proprietary research.

Peter Kealy is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 66 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2019, he worked at Goldman Sachs & Co. for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary advisory program.

John Canning Jr. is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 designations and 15 years of industry experience. He has been with J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank, NA from 2012 to 2018, as well as J.P. Morgan Asset Management from 2003 to 2005. 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 integrates centralized due diligence with both quantitative and qualitative analyses and includes a range of derivatives and commodities capabilities.

Jorge Valcarcel is a CFA® charterholder with 11 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at CITIGROUP, Parametric Portfolio Associates, Eaton Vance Distributors, and Nova Savia Group. Valcarcel serves as a board member of Edmonds United Methodist Church, participating in budget and strategic decisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers access to derivative and commodities capabilities through its broader regulatory registrations.

Jacob Watkins is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and is also employed with J.P. Morgan Chase Bank. Outside of his advisory role, he works as a security and bartender at Fremont Dock Sports Bar and Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Eoghan Shields is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Seattle, Washington. He has five years of industry experience, all with JPMorgan Chase and its affiliated entities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative due diligence to develop model asset allocations, with implementation and certain portfolio services offered by affiliated investment-management entities.

Michael Cina is a Series 66 licensed financial advisor with one year of industry experience. He is currently affiliated with J.P. Morgan Securities and has previous experience at Zevenbergen Capital Investments and KPMG. Cina’s background includes diverse roles across financial services and corporate sectors. 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 advisory process combines quantitative and qualitative research supported by a centralized manager solutions team.

Youle Wang is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at J.P. Morgan Securities. Prior to joining J.P. Morgan, Wang worked at LEE & LEE, PS for three years. Outside of his advisory role, he provides weekend translation services for a real estate development company. J.P. Morgan Securities offers 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. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and an ESG framework.

Lars Thorne Thomsen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2026. Prior to his current role, he held various short-term positions including involvement with soccer camps and associations. 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 non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research to build model asset allocations, incorporating ESG frameworks and broader derivatives capabilities.