Pedro Rocha is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Bank of America/Merrill Lynch and Wells Fargo Bank. Outside of his advisory role, he is the owner of a property management business, PHP Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory program is supported by centralized due diligence combining quantitative screens and qualitative research, with implementation services provided by affiliates.

Claudia Bernaola is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and nine years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Bank of America, N.A., including time with Merrill. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program incorporates centralized due diligence and offers access to a broad range of investment strategies, including ESG considerations.

David Rodriguez is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors and Cosmos Rs Sapl De Sv. 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. Their advisory process combines quantitative screens and qualitative research, incorporating an ESG eligibility framework and supporting a range of eligible strategies.