ADVISOR BIO

Patricia Jean McConnell is an active advisor with over 20 years of experience in the financial services industry. She is currently registered with LPL Financial LLC. Patricia Jean McConnell has worked for a number of financial institutions including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LINCOLN INVESTMENT and FSC SECURITIES CORPORATION. Patricia Jean McConnell holds Series 7, Series 24, Series 63 and SIE licenses and is registered in Ohio.

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ADVISOR BIO

Patrick R. Finical is a financial advisor with J.p. Morgan Securities LLC. Patrick has been in the industry since August 1, 2024. Patrick is registered with the following securities authorities: FINRA, Series 63, Series 7TO, and SIE. Patrick is registered in all 50 states and the District of Columbia. Patrick provides a wide range of financial services, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.

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ADVISOR BIO

Patrick McHale is a financial advisor with Edward Jones. Patrick has been in the financial services industry since 2006 and has worked for several firms including Ameriprise Financial Services, Inc., Foreside Financial Services, LLC, JPMorgan Distribution Services, Inc., and Nationwide Investment Services Corporation. Patrick holds the Series 6, 7, 63, and 66 licenses and the SIE exam. Patrick is registered to provide investment advice in Alabama, California, Connecticut, Florida, Georgia, Illinois, Indiana, Massachusetts, Michigan, Mississippi, Missouri, Nevada, New Jersey, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, and Washington. Patrick specializes in providing financial advice to individuals, businesses, and retirement plans.

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ADVISOR BIO

Paul Webber is a financial advisor registered with J.P. Morgan Securities LLC. Paul has been in the financial industry since 1996 and has a broad range of experience in the field. Paul is also a registered investment advisor representative and holds the following licenses: Series 7, Series 10, Series 24, Series 31, Series 63, and Series 65. Paul specializes in providing financial planning and investment management services to individuals, businesses, corporations, and other entities. Paul also provides pension consulting services.

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ADVISOR BIO

Philip Paden is a financial advisor currently registered with J.P. Morgan Securities LLC. Philip has been in the industry since June 12, 2014, and holds Series 7, Series 63, and Series 66 licenses. Philip is licensed in 53 states and the District of Columbia for Broker-Dealer activities and 2 states for Investment Advisor activities. Philip specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors. Philip has previously been registered with LINCOLN DOUGLAS INVESTMENTS, LLC, J.P. MORGAN SECURITIES LLC, SIERRA BROKERAGE SERVICES, INC., EVEREN SECURITIES, INC., KIDDER, PEABODY & CO. INCORPORATED and SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED. Philip's experience includes working with individuals, high-net-worth individuals, corporations, labor unions, insurance companies, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Philip Randolph Hemphill is an investment advisor representative with Ameriprise Financial Services, LLC. Philip has been in the securities industry since January 21, 2009. Philip is registered with the state of Ohio and has 20 years of experience in the financial services industry. Philip also holds Series 7 and Series 66 licenses. Philip has a specialization in asset allocation, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Philip's clients include high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Piotr Janicki is a financial advisor with J.P. Morgan Securities LLC based in Westerville, OH. Piotr has been in the financial industry since 2021 and is registered to provide securities and investment advisory services in all 50 states. Piotr holds the Series 7TO, Series 63 and SIE licenses.

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ADVISOR BIO

Presleigh Watson is a financial advisor registered with J.p. Morgan Securities LLC. Presleigh has been in the financial industry since 2018 and holds the Series 63, Series 7, Series 9, Series 10, and SIE licenses. Presleigh specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses.

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ADVISOR BIO

Priyanka Sheth is an Investment Advisor Representative at J.P. Morgan Securities LLC. Priyanka has been in the industry for over two years and has a wide range of experience in financial services. Priyanka holds the Series 7TO, Series 66, and SIE licenses. Priyanka is registered to provide investment advice in Ohio and Texas and is also registered with FINRA. Priyanka is dedicated to helping clients achieve their financial goals and provides comprehensive financial planning services.

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ADVISOR BIO

Quynh Tran is a registered representative with J.P. Morgan Securities LLC. Quynh holds a Series 7TO, Series 63, and SIE licenses. Quynh's career in the financial services industry began on January 17, 2023. Quynh is registered to provide securities services in all 50 states and the District of Columbia.

SPECIALIZATIONS