Valentina Herrera Castano is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Southampton, NY. She has three years of industry experience and previously held roles at Bank of America N.A., Merrill, and other financial and non-financial firms. Outside of finance, she was involved with V.H. Cabinets Installation Corp for one year. 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 written asset allocation advice, investment manager searches, and customized performance reporting.

John Brady is a financial advisor at J.P. Morgan Securities with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1997. 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 within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG factors, with implementation support from affiliated investment management entities.

Dakota Gross is a Series 66-credentialed advisor with four years of industry experience, currently affiliated with J.P. Morgan Securities in Southampton, NY. Prior to this role, Gross has been self-employed and has experience with JPMorgan Chase Bank, N.A. Outside of his financial advisory activities, he provides private golf instruction, including swing training and custom club fitting, through his involvement with Iris Golf LLC and his own private practice. J.P. Morgan Securities offers 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 advisory process incorporates centralized due diligence with quantitative and qualitative research, and recommendations may include an ESG eligibility framework.