Bill Dillon is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 66 and Series 63 designations and has worked at J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily 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.

William Acosta is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013. Outside of his advisory role, he manages Dolphin Bay Rentals LLC, a family investment offering vacation rentals in San Carlos, Mexico, and is involved in other real estate ventures including managing rental properties. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management functions, offering recommendations on a non-discretionary basis while clients maintain final decision authority.