Robert Waldbauer Jr. is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 24 years of industry experience. He has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously spent nine years at UBS Financial Services. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis while employing a centralized due-diligence framework.

Veronica Anner is a financial advisor at J.P. Morgan Securities LLC with 28 years of industry experience. She has been with J.P. Morgan Securities since 2001 and has worked at JPMorgan Chase Bank, N.A. since 1995. She holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG framework when recommending strategies.