David Findley is a Series 66–registered financial advisor with J.P. Morgan Securities, based in Wesley Chapel, FL. He has five years of industry experience, including prior roles at Fisher Investments, Bank of America, Merrill, and Equitable Advisors. 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 emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Yismaldy Larios is a financial advisor with J.P. Morgan Securities who holds Series 63 and Series 66 licenses and has nine years of industry experience. He has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2016. Outside of his advisory role, he is also an owner and partner in a remodeling business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, offering customized asset allocation advice and investment manager searches supported by centralized due diligence and a combination of quantitative and qualitative research.

Matthew Tihanovich is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with several firms including Fidelity, Citizens Securities, Chase Investment Services, Huntington Investment Company, and has been with J.P. Morgan Securities since 2012. 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. The firm’s advisory process integrates centralized due diligence combining quantitative and qualitative research, and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Robert Nicoletti is a CFP® with 28 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Wesley Chapel, FL. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, after previously working at Chase Investment Services Corp. from 2008 to 2012. 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. Its advisory process combines systematic quantitative screens and qualitative research, incorporating forward-looking capital market assumptions, with implementation and portfolio services supported by related investment-management entities.