Vince Marino is a CFP® professional with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. He has also been affiliated with JPMorgan Chase Bank, N.A. for over two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to develop model asset allocations, with implementation supported by affiliated investment-management entities.

Mark Brucato is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of finance, he has been involved in hospitality management and event services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations, using an ESG eligibility framework and offering broader derivatives and commodities capabilities.

Zachary Pickren is a Series 66-licensed advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 11 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2018. 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 approach combines quantitative and qualitative research to deliver non-discretionary, customized asset allocation advice and investment manager searches.

Karen Feinblatt is a CFP® with 21 years of experience in the financial industry, currently serving as an advisor at J.P. Morgan Securities. Her prior roles include positions at PNC Wealth Management, Natcity Investments, Inc., and Ameriprise. Feinblatt co-owns farmland that she rents out, dedicating limited time to managing this activity. 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’s advisory process combines quantitative screening and qualitative research to build model asset allocations, with a range of services supported by affiliated investment-management entities.

Catherine Evans is a Certified Financial Planner (CFP®) with 30 years of industry experience. She has been with J.P. Morgan Securities since 2006 and JPMorgan Chase Bank, N.A. since 2012, both based in Wheaton, IL. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes an ESG eligibility framework.

James Doherty is a Series 66-licensed financial advisor with J.P. Morgan Securities in Wheaton, IL, where he has worked for 10 years. He also has eight years of experience with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary 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 an ESG eligibility framework in its recommendations.

Karen Overcash is a CFP®-designated financial advisor with 28 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also has a longstanding affiliation with JPMorgan Chase Bank, N.A. Her prior roles include positions at PNC Wealth Management, Natcity Investments, Inc., and Invest Financial Corporation. 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 process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Carmen Paulo is a CFP® and holds a Series 66 license with 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and is also affiliated with JPMorgan Chase Bank, N.A. since 2010. 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 process combines systematic quantitative screens and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Brandon Perry is a CFP®-certified financial advisor with J.P. Morgan Securities, based in Wheaton, IL, and has 20 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, NA since 2006. 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 combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations and incorporates ESG criteria in its recommendations.

Nicholas Tagliere is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research supported by a centralized due diligence team, with recommendations that may include ESG criteria and broader derivatives capabilities.

Michael O’Reilly is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2018, he worked at Anselmo Lindberg and Associates and briefly at Rosati's Pizza. 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 through a non-discretionary advisory program.

Saroshah Jones is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and six years of industry experience. Jones has worked at Northwestern Mutual and JPMorgan Chase Bank before joining J.P. Morgan Securities. Outside of finance, Jones is involved in interior design and home remodeling through Boxwood Home Design and Cabinetry. 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 within a non-discretionary program framework.

Keith Mendell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Chase Investment Services Corp. and Citigroup Global Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Isabella Rahman is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has worked previously at Equitable Financial Life Insurance, Equitable Advisors LLC, and JPMorgan Chase Bank, N.A. Outside of finance, she has experience working with Elmhurst University and in the food service industry. 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’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks where applicable.

Stephanie Soto is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 credentials and two years of industry experience. Her career includes roles at JPMorgan Chase Bank, Realty Of Chicago, and various positions outside of finance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program that focuses on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process relies on centralized due diligence combining quantitative and qualitative research to support model asset allocations.

Zachary Lee is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2016, currently based in Wheaton, IL. 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 incorporates both quantitative and qualitative research and supports a range of eligible strategies, including an ESG framework.

Qamil Dervishi is a Series 66-credentialed financial advisor with 26 years of industry experience. He has worked at J.P. Morgan Securities since 2014 and previously spent 12 years at Charles Schwab. 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 with forward-looking market assumptions, supporting a range of investment strategies that may include ESG considerations.

Matthew Simpson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. 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 focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating a range of eligible strategies including ESG considerations.

Jason Sidell is a financial advisor at J.P. Morgan Securities with 28 years of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2012, with prior experience at JPMorgan Chase Bank and Ameriprise. 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’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment management entities.

Jeff Slattery is a financial advisor with J.P. Morgan Securities in Wheaton, IL, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he operated DreamLander Eco-Adventure Tours for five years. 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 within a non-discretionary program. Their advisory process integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Adisa Hadzic is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2015 and also has experience at JPMORGAN Chase Bank, N.A. since 2014. 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 process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients maintaining final decision-making authority.

Jennifer Kaehu Hervai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, with prior experience at Bank of America and Patrick BMW. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory program focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Gregory Farber is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His career includes multiple roles within JPMorgan entities since 2004, along with prior positions at Calamos Wealth Management, Lasalle Street Capital Management, Oppenheimer, and CIBC World Markets. He is also employed by JPMorgan Bank, enabling him to offer bank deposit and credit products alongside his advisory services. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Thomas Duebner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2025, he worked at Fidelity and Fidelity Investments from 2022 to 2025, and before that spent six years in education at San Marcos CISD and Hays CISD. 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 combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Alondra Harvey is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 10 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. Prior to that, she worked at Seven Bridges Golf Course from 2015 to 2020. 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 program offers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Christine Potterton is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her career includes roles at JPMorgan Chase Bank, Commonwealth Financial Network, INVEST Financial, and Riverstone Wealth Partners. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a wealth advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research and incorporates ESG eligibility criteria in its recommendations.

Justin Simpson is a financial advisor at J.P. Morgan Securities in Wheaton, Illinois, holding a Series 66 designation with one year of experience. His prior work experience includes roles at Expedia Group and the University of Illinois Community Credit Union. 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, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Vito Laera is a CFP® with 24 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2012 and spent one year with Morgan Stanley Dw Inc. from 2002 to 2003. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates systematic quantitative analysis and qualitative research supported by a centralized manager solutions team.

Jeff Bergmann is a CFP® with 23 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2012. He has also worked at JPMorgan Chase Bank, N.A. since 2002. 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 through a non-discretionary program.

Jacques Simpson is a CFP® with 40 years of industry experience, currently with J.P. Morgan Securities in Wheaton, IL. He has worked within various divisions of JPMorgan Chase since 1999, including roles at Banc One Securities Corporation and Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates both quantitative and qualitative research supported by a dedicated manager solutions team.