Toan Au is a financial advisor with J.P. Morgan Securities, holding Series 63 and 65 licenses and bringing 22 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012 and is also the owner of AUCO Inc. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Charles Hung is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with J.P. Morgan Securities, where he has worked since 2021. His prior experience includes roles at Bank of America, Merrill, Wamu Investments, and Redwood Securities Group. 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 manager due diligence and applying an ESG eligibility framework in its recommendations.

Juan Bermudez is a financial advisor with J.P. Morgan Securities in West Covina, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, with prior experience at BBVA Securities, Compass Bank, Wells Fargo Clearing, and Wells Fargo Bank. 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 applying an ESG eligibility framework in its recommendations.

Peter Hang is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities LLC since 2013, also working at JPMorgan Chase Bank, N.A. since 2018. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage and investment management capabilities.