Fountain Hills, AZ E. Avenue of the Fountains Office

Kristina Sai is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses. Her prior work history includes roles at JPMorgan Chase Bank, National Bank of Arizona, and Tucson Medical Center. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Walker Lowes is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials and four years of industry experience. Prior to his advisory role, he worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities LLC. Outside of finance, he is a silent partner in automotive manufacturing and repair businesses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Thomas Wiegand is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Fountain Hills, AZ. He has 15 years of industry experience and has been with JPMorgan Securities LLC since 2016. 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, delivering asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.