Julianna Chance is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. She has worked at firms including Nusenda Federal Credit Union, CUSO Financial Services, and Wells Fargo Clearing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services with customizable investment strategies and a platform supported by advanced advisor tools.

Vincent Richerson is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2022 and previously spent seven years with Wells Fargo Clearing and nine years with Wells Fargo Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm offers services on a non-discretionary basis, applying an ESG eligibility framework and generally recommending approved funds and strategies.

Eric Pena is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Thornburg Investment Management and Bank of the West. He is based in Albuquerque, NM. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.