Parker Hoelscher 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 JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024. Prior to his finance career, he was involved with Monday's Bar and several other businesses. 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 screens and qualitative research to build model asset allocations and incorporates ESG criteria within its eligible strategies.

Nicole Borovicka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and with 15 years of industry experience. She has worked at J.P. Morgan Securities during two periods, from 2006 to 2017 and from 2022 to the present, and is also affiliated with Jpmorgan Chase Bank, N.A. No additional outside activities are noted. 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, incorporating an ESG eligibility framework and offering broader derivatives and commodities capabilities through its regulatory registrations.

Corey Klein is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. He has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, N.A., Banc One Securities Corporation, and Ameriprise. 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 offers non-discretionary, written asset allocation advice supported by centralized due diligence and employs a range of strategies including ESG frameworks and derivatives capabilities.

Keeley Brogan is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and possessing 18 years of industry experience. Her career includes extensive tenure at JPMorgan Securities and J.P. Morgan Chase Bank, spanning from 2007 to the present, with additional experience at Fernwood Management LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process integrates centralized due diligence with quantitative and qualitative analysis to build model asset allocations, including ESG considerations.

Laurence Frank is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025. Outside of his advisory role, he is involved in Pink Belt Grappling LLC, an entrepreneurial venture. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized reporting. The firm’s process combines quantitative and qualitative research with forward-looking capital market assumptions and includes specialized regulatory registrations supporting broader derivatives and commodities capabilities.

Joshua Bailey is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Presidio Investors and Baylor Angel Network. Joshua is based in Winnetka, Illinois. 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 approach includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Jeremy Wynes is a CFP® with eight years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior roles include positions at UBS Financial Services and involvement in political and community organizations such as the Republican Jewish Coalition and a congressional campaign. He also worked with the Park District of Highland Park. 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.

Jared Blair is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021. His prior roles include positions at J.P. Morgan and Gallagher, as well as experience outside the financial 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations.

Lambros Konstantellos is a CFP®-credentialed financial advisor at J.P. Morgan Securities with 14 years of industry experience. His prior work includes roles at TD Ameritrade, U.S. Bancorp Investments, and Charles Schwab. He serves as a parish council member for St. Haralambos Greek Orthodox Church, where he participates in governance and financial oversight. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Jason Anderson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2018, and previously at Chase Investment Services Corp. from 2005 to 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. Their advisory process includes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Shawn Marks is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He has been with J.P. Morgan Securities since 2012 and concurrently employed at JPMorgan Chase Bank, N.A. since 2003. Prior to that, he worked at Morgan Stanley DW Inc. for one year. Shawn holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. 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 retaining final decision-making authority.

John Eichelberger is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Bank of America and Merrill from 2016 to 2021. 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 searches, and customized performance reporting. The firm’s process integrates centralized due diligence with both quantitative and qualitative research and incorporates ESG considerations in its recommendations.

Chris Mancera is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He has held positions at J.P. Morgan Securities Inc. since 2010 and at JPMorgan Chase Bank NA since 2005. He holds the Series 63 and Series 65 designations and is based in Winnetka, Illinois. 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 emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Stephanie Degen is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2009, including time at 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’s program offers non-discretionary advice focused on asset allocation, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

William Milano Jr. is a CFP® professional with 16 years of industry experience. He has worked at J.P. Morgan Securities since 2015 and previously spent two years at Morgan Stanley. 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, incorporates ESG considerations, and offers specialized derivatives and commodities capabilities.

Samantha Mc Guire is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 designation and has previously worked at US Bank and 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.

Brian Nourbash is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Banc One Securities Corporation and JPMorgan Chase Bank. 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 non-discretionary program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Douglas Leister is a Series 66-licensed financial advisor with 12 years of industry experience, currently with J.P. Morgan Securities in Winnetka, IL. He has worked at JPMorgan Chase Bank, NA and J.P. Morgan Securities LLC since 2015, and previously spent a year at AllianceBernstein L.P. Leister is also an investor and partner in a Chicago-based restaurant through 720 N Wells LLC, though he does not have an operational role in the business. 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, with clients retaining final decision-making authority. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Anita Testa is a CFP® with 26 years of industry experience, currently serving at J.P. Morgan Securities since 2012. She has worked across several firms including Merrill, Banc One Securities Corporation, and Chase Investment Services Corp. Her current role at JPMorgan Chase Bank, N.A. has spanned six years. 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 non-discretionary advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Elliot Donahue is a financial advisor with J.P. Morgan Securities in Winnetka, IL, holding Series 65 and Series 66 licenses and possessing six years of industry experience. His work history includes roles at JPMorgan Chase Bank NA and Northern Trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates broader derivatives and commodities capabilities relative to many institutional advisory programs.