Sarah Barbey is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Morgan Stanley and JPMorgan Chase Bank, N.A. 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.

John Pannozzo III is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2017. Prior to that, he was with Columbia Management Investment Advisers and Columbia Management Investment Distributors from 2014 to 2017. 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. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Thomas Chiswick is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual, Citizens Securities, Inc., and Equitable Advisors. 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 an ESG eligibility framework to recommend investment strategies.

Brian Mancusi is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Knight Capital Americas and Trimark Securities prior to joining J.P. Morgan in 2017. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.