New York, NY 277 Park Ave Floor 14 Office

Kevin Scott is a CFP® and ChFC® with 16 years of industry experience. He is currently with JP Morgan, having joined the firm in 2026. Prior to this, he worked for State Street Global Advisors.

Amanda Ricchiuti is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and First Republic Investment Management. 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. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Seth Berkowitz is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Citizens Securities Inc. and HSBC-affiliated firms. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in assembling investable options.

Kevin Smart is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He has been with J.P. Morgan Securities since 2006. Outside of his advisory role, he serves as a committee member on the Technology and Finance Committee at Boston College, where he is a university trustee. J.P. Morgan Securities LLC 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 guide its recommendations.

Colin O'Donnell is a financial advisor with J.P. Morgan Securities in New York, NY, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Equitable Advisors and Diversified Financial Consultants. He is also employed by JPMorgan Bank, enabling him to offer certain banking products and services alongside his advisory work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling and centralized due diligence. The firm focuses on non-discretionary advisory services and incorporates an ESG eligibility framework when recommending investment strategies.

Conor Finnan is a financial advisor with J.P. Morgan Securities in New York, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Fidelity Investments and Eclaro. In addition to his advisory work, he is employed by JPMorgan Bank, enabling him to offer certain banking products and services. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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 brokerage, distribution, and investment management capabilities.

Natalia Paipilla Fula is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Goldman Sachs and the Global Green Growth Institute. 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 in its recommendations.

Kelly Weis is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Guggenheim Securities and First Republic Investment Management. Weis is also involved with Fora Travel, a separate business activity. 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. The firm delivers non-discretionary advice through a select group of Wealth Advisors, focusing on funds and strategies approved through internal review processes.

Kerry Reeves is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience at Wilmington Trust, Choate, Hall & Stewart, and Schlossberg LLC. In addition to his advisory role, he is also an employee of JPMorgan Bank, which allows him to offer certain bank products such as deposit and credit services. 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. The firm delivers services on a non-discretionary basis, focusing on approved funds and strategies.

Kaitlyn Kelly is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Pro Standard Private Wealth, as well as in roles outside the financial industry. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling combined with centralized due diligence and an ESG eligibility framework.

Christina Tuzza is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds a Series 66 designation and has worked at Merrill, First Republic Investment Management, and J.P. Morgan Chase Bank. 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 brokerage, distribution, and investment management capabilities.

Elliot Weissman is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Ernst & Young and Stifel Financial Corp. He is also the owner and partner of Solar Tech Energy Systems, Inc., a solar installation company specializing in residential, commercial, government, and multi-family projects. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering non-discretionary advice through a process that combines quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.

Tom Wallack is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at UBS Financial Services. Since 2022, he has been employed by both J.P. Morgan Securities and JPMorgan Bank, allowing him to offer a range of bank products and services in addition to investment advisory. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Ryan Lynch is a financial advisor with J.P. Morgan Securities in New York, NY, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. He has been with J.P. Morgan Securities since 2014, with prior roles at Banc One Securities Corporation from 2003 to 2006. Outside of his advisory work, he is a partner in two LLCs focused on personal real estate investments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with manager due diligence and applying an ESG eligibility framework in its investment recommendations.

Melissa Sundberg is a Series 66-licensed financial advisor with J.P. Morgan Securities in New York, NY, with 21 years of industry experience. She has worked at J.P. Morgan Securities since 2007 and JPMorgan Chase Bank, N.A. since 2010. In addition to her advisory role, she is also an employee of JPMorgan Bank, where she is authorized to offer certain banking products and services. 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 brokerage and investment management capabilities, delivering its program on a non-discretionary basis.