Nathan Heath is a Series 66-licensed financial advisor with J.P. Morgan Securities, bringing 18 years of industry experience. He previously worked at Merrill Lynch, Pierce, Fenner & Smith for 11 years before joining J.P. Morgan in 2018. Outside of his advisory role, Heath owns and operates In-Home Aromas, Inc., a weekend hobby business making organic candles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Tim Phan is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and two years of industry experience. He has been with J.P. Morgan Securities since 2026 and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Gregory Bonanno is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been with Wm Financial Services, Inc. since 1999. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage and investment management capabilities, offering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due diligence framework.

Sophia Tang is a financial advisor with J.P. Morgan Securities in South Pasadena, CA. She holds the Series 66 designation and has one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, Cathay Bank, and Cetera Investment Services LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Gordon Chen is a CFP®-certified financial advisor with 15 years of industry experience, currently working at J.P. Morgan Securities since 2012. He has also been associated with JPMorgan Chase Bank NA since 2011. 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 its Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Albert Boele is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles within J.P. Morgan affiliates dating back to 2010, as well as time at Boelin LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.