Walnut Creek, CA 1656 N. California Blvd Office

Adam Mazzaro is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63, 65, and 66 designations. His prior positions include roles at US Bank NA, B|O|S, Bank of New York Mellon, Personal Capital Advisors, and AllianceBernstein L.P. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research with a focus on written asset allocation advice, investment manager searches, and customized performance reporting.

Casey Cremen is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, and has two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at First Republic Bank for seven years. Outside of his advisory work, he is an owner and partner of a small wine business, ACE Wine Co LLC, which he founded with his wife and a friend. 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 process integrates quantitative and qualitative due diligence and incorporates ESG criteria within a framework of broader derivatives and commodities capabilities.

Christina Dwyer is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at First Republic Investment Management since 2013 and joined J.P. Morgan Securities in 2023. 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 and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

Luke Harris is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2025 and previously attended Carleton College. 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 and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research to develop model asset allocations and offers broad derivatives and commodities capabilities.

Barry Tague is a CFA charterholder and registered advisor with over 30 years of industry experience. He currently serves at J.P. Morgan Securities, where he has worked since 2019, following prior roles at RBI Capital Management and Spring Point Capital. 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 through a structured advisory program.

Lavanya Palakurthi is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2020 and previously had an 18-year tenure at Bank of America Corporation and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes centralized due diligence with quantitative and qualitative analysis and incorporates an ESG eligibility framework in recommending investment strategies.

Mehul Khivesara is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. His prior roles include positions at Focus Partners Wealth, Adero Partners, and Morgan Stanley. 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, supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Glasson is a Series 66-licensed advisor at J.P. Morgan Securities with one year of industry experience. He has prior experience at Pioneer Venture Group and Techstars, as well as a background that includes work at the University of Denver and Banwell Technologies. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model asset allocations and incorporates advanced derivatives and commodities capabilities.

Vincent Franceschi is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Bank from 2010 to 2023. 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 within a non-discretionary program.

Bryan Cohen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He previously worked at Citigroup and Wells Fargo Bank in various roles. Outside of his advisory work, he is involved in a music-related business, focusing on buying, selling, repairing, and collecting musical instruments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence.

Stephan Hwang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2021. Outside of his advisory role, he serves as a board member and Community Impact Board Chair on the investment committee for the nonprofit Cancer Support Community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager selection, with a focus on a range of eligible investment strategies including ESG frameworks.

Wahab Shah is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 licenses. His prior experience includes roles at Citibank and Wells Fargo. 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 through a non-discretionary program.

Erik Ziegelman is a financial advisor at J.P. Morgan Securities with Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First Republic Bank, Levi Strauss & Co., and Mechanics Bank. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, incorporating ESG criteria and broader derivatives and commodities capabilities.

Anna Kathryn Deboisblanc is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley, BTIG, LLC, and JMP Securities LLC. Outside of her advisory work, she is also a yoga instructor at CorePower Yoga. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Alistair Savides is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, First Church of Christ, First Republic Bank, and Litman Gregory Asset Management. 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 and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates a broader range of regulatory registrations and derivatives capabilities.