Kate Smith is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding Series 63 and Series 65 licenses with three years of industry experience. She previously worked at Goldman Sachs for three years and attended the University of Florida. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers services on a non-discretionary basis with access to a broad range of investment products through its affiliation with the larger J.P. Morgan organization.

Josh Kollman is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and five years of industry experience. He previously worked at The Northern Trust Company for 19 years before joining J.P. Morgan in 2021. Kollman serves as a board member for the Children’s Home Foundation Inc., a nonprofit organization. J.P. Morgan Securities 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. The firm offers non-discretionary advice delivered by Wealth Advisors through its Institutional Consulting Services program.

Hazel Mc Queen is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL. She has one year of industry experience, including prior roles at Goldman Sachs and Gleneagles Group Family Office. Outside of her advisory work, she was previously involved with SBABA PSM YP LLC and attended the University of Georgia. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services through a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and offers access to a broad range of products, including security-based swaps and futures.

Morgan Conry is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Northern Trust. Conry is also a partner in two private ventures, SVN Minerals LLC, an oil and energy business, and Cherrywood Canandaigua LLC, a real estate firm. J.P. Morgan Securities 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. The firm focuses on non-discretionary advice delivered through a select group of Wealth Advisors.

Grayson Davis is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior work history includes roles at Norland Capital, Specialty Dental Brands, and Totality Ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jonathan Ebberhart is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2020. Prior to that, he was employed at Credit Control and Anchor Wealth Management and studied at the University of South Florida. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers its services through a select group of Wealth Advisors on a non-discretionary basis.

Taylor Muller is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, he worked at PNC Bank for seven years and has been involved with R John Muller LLC since 2014. Outside of his advisory role, he is associated with R John Muller Insurance LLC, a family business focused on property and casualty insurance where he holds producer licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Jennifer Bryer is a Series 66-licensed financial advisor with J.P. Morgan Securities in Tampa, FL, where she has worked since 2022. She has four years of industry experience, all within JPMorgan Chase Bank, NA and JPMorgan Securities LLC. Prior to her financial services roles, she held various positions in the hospitality and retail sectors. 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 incorporating an ESG eligibility framework in its recommendations.

Alain Carrazana is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA since 2024, with prior experience at Truist Securities and Truist Bank. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Margaret Betten 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 served at JPMorgan Chase entities since 2014. Betten is a board member of the Rehabilitation Center for Children and Adults, a nonprofit focused on physical therapy. J.P. Morgan Securities 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.

Matthew Murphy is a financial advisor with J.P. Morgan Securities in Tampa, FL. He holds the Series 66 designation and has one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Avon Hotel Corp / The Columns and was involved with Tom and Dave LLC / Mamalukes. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan financial organization, offering access to a range of products including security-based swaps and futures.

Benjamin Adams is a financial advisor with J.P. Morgan Securities in Tampa, FL, holding a Series 66 designation and eight years of industry experience. He previously worked at Citigroup for nine years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2024. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities, operating under a non-discretionary advisory model.

John Arends is a financial advisor at J.P. Morgan Securities with a Series 66 designation and over 11 years of industry experience, including prior work at LCG Advisors. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2025. 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 a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tracy Maeter is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with J.P. Morgan entities since 2016, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. 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. The firm combines institutional advisory operations with broker-dealer, futures commission merchant, and commodity pool operator registrations.

Jolie Dresner is a Series 66-credentialed financial advisor at J.P. Morgan Securities with one year of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., and Auxis, as well as experience outside the financial sector with companies such as Ruffalo Noel Levitz and Abercrombie & Fitch. 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 applying an ESG eligibility framework in its investment recommendations.