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Giancarlo Romano Mateo Leuterio is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63 and Series 66 licenses and one year of industry experience. His prior roles include positions at New York Life Insurance Company, Equitable Advisors LLC, and the Philippine Securities and Exchange Commission. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a combination of quantitative modeling and centralized due diligence.

Ravi Panchal is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, NA since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Fitzgerald is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Citigroup for eight years. J.P. Morgan Securities 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.