Joshua Miller is a Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015, and previously spent four years with Northwestern Mutual Investment Management. He is based in Wilton, CT. 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 involves centralized due diligence using quantitative and qualitative research, and may incorporate an ESG eligibility framework.

Thomas Higbie is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America/Merrill Lynch and Webster Bank N.A. Outside of finance, he has been involved with ventures such as Westchester Wildlife LLC and a business formerly known as Sarah Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program focuses on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Dimitar Timnev is a financial advisor with J.P. Morgan Securities based in Wilton, CT, holding Series 63 and Series 66 designations and bringing 12 years of industry experience. His career has been primarily with J.P. Morgan entities since 2006. 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 program combines systematic quantitative screens and qualitative research to develop model asset allocations and incorporates ESG eligibility frameworks where applicable.