Thomas Schilling is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has prior experience at Morgan Stanley and Fidelity Investments. 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. Their advisory process is supported by centralized due diligence combining quantitative and qualitative research, with a broad range of regulatory registrations that support derivatives and commodities capabilities.

Lisa Kielmeyer is a financial advisor at J.P. Morgan Securities with 31 years of industry experience. She holds Series 63 and Series 65 credentials and has been with J.P. Morgan Securities since 2012, as well as with Jpmorgan Chase Bank, N.A. since 1992. 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 within a non-discretionary advisory framework. Their process combines quantitative and qualitative research to build model asset allocations and incorporates broader derivatives and commodities capabilities compared to many institutional programs.

Justin Wasserman is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has held positions at several firms, including Merrill, Wamu Investments, and Chase Investment Services, before joining J.P. Morgan Securities in 2012. He holds Series 66 and Series 63 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager research, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative analysis.

James Sanacore is a financial advisor with J.P. Morgan Securities in Woodbury, NY, holding a Series 66 license and 12 years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Bank of America, N.A., and Merrill. 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 through a non-discretionary program supported by centralized due diligence and a manager solutions team.