Michael Prosen is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding a Series 66 designation and 21 years of industry experience. He has worked at J.P. Morgan Chase since 2007 and joined J.P. Morgan Securities in 2012. Prior to that, he was with Ameriprise for two years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a manager solutions team.

Brent Anderson is a financial advisor with J.P. Morgan Securities in Vernon Hills, IL, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. He has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria, supported by centralized due diligence and affiliated implementation services.

Elizabeth Baldwin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses, and has 21 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2010 and previously held positions at Landaas & Company and Russell Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory approach combines quantitative and qualitative research with forward-looking capital market assumptions and incorporates ESG eligibility criteria.

Sharon Shapiro is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including PNC Bank, Regal Advisory Services, Charles Schwab, and LaSalle Financial Services. Shapiro has been with J.P. Morgan Securities and Jpmorgan Chase Bank since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and incorporates an ESG eligibility framework within its recommendations.

Christopher Brown is a financial advisor at J.P. Morgan Securities with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked with J.P. Morgan entities since 1993, including 14 years at J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process with quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Susan Marks is a Series 66-licensed financial advisor with seven years of industry experience. She has been with J.P. Morgan Securities since 2020 and previously worked at Stifel, Nicolaus Inc. from 2018 to 2020. Susan is based in Vernon Hills, Illinois. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.