Edwin Espinosa is a financial advisor with J.P. Morgan Securities in The Woodlands, TX, holding Series 63 and Series 65 credentials and possessing 41 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has ownership interests in several technology and delivery companies, including MightyFly Inc., which specializes in autonomous aerial delivery, and Pirouette Medical Inc., a maker of auto injectors. Additionally, he is involved with Simplify Genomics and Syntensor Inc., both technology firms focused on healthcare and drug development. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework to its recommendations, serving clients on a non-discretionary basis.

Coty Dolan is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. His career background includes roles at JPMorgan Chase Bank, Equitable Financial Life Insurance, and real estate-related positions. Prior to his financial services career, he served in the United States Navy. 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.