Bryan Beloff is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012. Outside of his advisory role, he is an owner and partner of 7629 Aloma, LLC. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers recommendations on a non-discretionary basis, combining large institutional advisory operations with brokerage and investment management capabilities.

Ian Manahan is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and three years of industry experience. He has previously worked within JPMorgan Chase Bank, N.A. and is associated with Bear Repair LLC, an outside business activity. 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.

Kyle Wassmann is a CFP® with 18 years of industry experience, currently serving at J.P. Morgan Securities LLC since 2012. He holds the Series 66 designation and is based in Windermere, FL. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.