Naples, FL Park Shore Dr Office

Noah Veliz is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to his current role, he attended Florida Gulf Coast University from 2021 to 2025. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to develop model asset allocations and includes capabilities in derivatives and commodities through affiliated entities.

Preston Came is a CFP® with 17 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Naples, FL. His prior experience includes roles at MBSC Securities Corporation, BNY Mellon, and Northern Trust Securities. Outside of his advisory work, he is an owner and partner of Saddle Hill Management LLC, an entity holding real estate assets, and serves as an officer and co-owner of a travel business operated by his spouse. 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 screening and qualitative research to build model asset allocations and includes unique regulatory registrations related to derivatives and commodities.

Frank Nicholas Constantino is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 designations and nine years of industry experience. He has been with JPMorgan entities since 2016, including JPMorgan Securities LLC and JPMorgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with an ESG eligibility framework, supported by affiliates that provide implementation and portfolio services.

Denise Williams is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at HBKS Wealth Advisors and Park Shore Partners. Denise serves as a board member for Baby Basic, a nonprofit organization. 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 screens and qualitative research, with recommendations incorporating an ESG eligibility framework where applicable.

Jake Amons is a Series 66-licensed financial advisor with J.P. Morgan Securities in Naples, FL. He has one year of industry experience, including prior roles at Karr Barth Associates and Haddonfield Financial Planning. Outside of financial services, he has worked with Auburn University Libraries and served as a beach patrol officer. 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 integrates quantitative and qualitative research with a focus on eligible strategies and ESG considerations.

Robert Mahoney is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and previously worked at Bank of America from 2017 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG criteria, supported by centralized due diligence and utilizes broader derivatives and commodities capabilities.

Richard Block is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following an eight-year tenure at BMO Harris Bank. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations, incorporating ESG criteria and supported by affiliates offering portfolio implementation and management.

Philip Ardelean is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at Citigroup, Thrivent Financial, and LaSalle Investment Management. 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. Their advisory process combines quantitative screens and qualitative research supported by a manager solutions team.

Mark Warnken is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He previously worked at Bessemer Trust for nine years before joining J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. in 2024. 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. Their advisory process combines quantitative and qualitative research to build model asset allocations, with implementation supported by affiliated investment-management entities.

Paul Szczepaniak is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and 14 years of industry experience. Prior to joining J.P. Morgan, he worked at Jefferies LLC and Credit Suisse Securities. He serves as an adjunct professor at Miami Dade College and Barry University, teaching courses related to business and wealth management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, offering written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Mary Kowarick is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan since 2018 and previously held positions at MBF Healthcare Partners and Mannheim LLC. In addition to her advisory role, she serves on the executive committee of a real estate investment partnership. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory program is non-discretionary and emphasizes written asset allocation advice, investment manager research, and customized performance reporting.

Brooks Green is a Series 66-licensed financial advisor at J.P. Morgan Securities with two years of industry experience. His background includes roles at JPMorgan Chase Bank and Fifth Third Bank, as well as involvement with several clubs and educational institutions. 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 searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative research supported by a centralized manager solutions team and includes broader derivatives and commodities capabilities.

Richard Grows is a financial advisor with J.P. Morgan Securities in Naples, FL, holding Series 65 and Series 66 licenses and having 19 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2007. Outside of his advisory role, he serves on the Board of Directors for St. Matthew's House, an organization providing shelter, food, rehabilitation, and vocational opportunities for individuals in need. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with final decision-making authority retained by clients. Their advisory process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Mia Hyatt is a CFP® and holds a Series 66 license, currently serving as a financial advisor at J.P. Morgan Securities with four years of industry experience. She previously worked at Finemark National Bank & Trust for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a tailored asset allocation advisory program that includes investment manager research and customized performance reporting. The firm combines quantitative and qualitative analysis with an ESG framework and offers broad derivatives and commodities capabilities.

Cynthia Lammert is a CFP®-certified financial advisor with nine years of industry experience. She currently works at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she has been since 2022. Prior to that, she held roles with Fifth Third Bank and Fifth Third Securities, as well as PNC Bank. Cynthia serves on the board of Grace Place for Children and Families, a nonprofit focused on supporting at-risk children and families in Naples, Florida. 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 program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a forward-looking investment approach.