Dano Lo Presti is a financial advisor with J.P. Morgan Securities, holding CFP® and ChFC® designations and over 27 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and involvement with Divine Touch Enterprises LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Roxanna Everett is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with JPMorgan Securities LLC since 2013. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Allison Ross is a financial advisor with J.P. Morgan Securities, holding the Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2025, she worked for nine years at Bank of America N.A. and Merrill. 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.

Jean Paul Couturier is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Viera, FL, with 21 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience at JPMorgan Chase Bank, N.A., Wamu Investments, Wells Fargo Clearing, and A. G. Edwards & Sons. 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 an ESG eligibility framework to recommend investment strategies.

Kevin Delgado is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Clearing and JP Morgan Chase Bank. Delgado is based in Viera, FL. J.P. Morgan Securities 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 when recommending strategies.