Frank Poli is a financial advisor with J.P. Morgan Securities in Secaucus, NJ, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. Prior to his current role since 2017, he worked at UBS Financial Services, Financial Northeastern Securities, T. Rowe Price Advisory Services, and Equitable Advisors. Outside of advising, Poli is involved in residential real estate as an owner and landlord of multiple properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, manager searches, and performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may include ESG criteria, supported by centralized due diligence and implementation services from affiliated entities.

Maikel Cotrina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Citigroup Global Markets, Cetera, and Santander Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program with centralized due diligence and a forward-looking investment approach.