Phillip P. Anderson is Executive Director in the Office of Black Affairs at JPMorgan Chase, where he strategically advances professional, educational, and economic opportunities for the Black community and its allies. Leveraging deep expertise in Diversity, Opportunity & Inclusion (DOI), Phil partners with cross-functional leaders to build a diverse, innovative, engaged workforce, supporting the firm’s commitment to being the employer of choice and a bank for all customers, clients, and communities. He is recognized for launching pioneering DOI and talent programs that have elevated employer-of-choice rankings, increased employee engagement and retention, and driven revenue and profitability. Prior to joining JPMorgan Chase, Phil served as Executive Director and Head of DEI, People Development, CSR & ESG Reporting at Depository Trust & Clearing Corporation (DTCC), where he led enterprise-wide diversity strategies, developed award-winning talent solutions, and architected programs such as the RE-EMERGE career re-entry initiative. His earlier roles include Vice President, Diversity Strategist at Moody’s Corporation, where he created Moody’s RE-IGNITE program and drove significant increases in diverse representation, and leadership positions at Morgan Stanley Wealth Management and Sikorsky Aircraft Corporation, where he revitalized diversity and engagement strategies and managed large-scale talent acquisition and development efforts. Phil holds a Master of Science in Organizational Management & Human Resource Development from Manhattanville College and a Bachelor of Arts in American History from the University of Pennsylvania. He is a firm believer in helping people become the best version of themselves and actively serves on several corporate and nonprofit advisory boards focused on literacy and career re-entry. Specialty: Career coaching

James Wilkins is an Executive Director within Consumer Banking Control Management at JPMorgan Chase, based in Columbus, Ohio. He brings more than 15 years of experience spanning audit, risk management, controls, governance, and operational leadership, with prior experience at KPMG and a distinguished 22-year career in the United States Army National Guard. James is recognized for leading complex, cross-functional initiatives, developing high-performing teams, and influencing outcomes through collaboration rather than formal authority. He holds CPA and CISA certifications, an MBA in Finance, and is currently pursuing graduate studies focused on Artificial Intelligence and governance. His expertise includes leadership development, career growth, risk management, organizational transformation, and navigating career transitions. Specialty: Leadership Development

Alfred Colson is a technology executive and business leader with more than 19 years of experience helping organizations improve efficiency, solve complex problems, and drive meaningful change through innovation and automation. He specializes in bridging the gap between business and technology, helping leaders identify opportunities to streamline processes, leverage technology effectively, and achieve better outcomes. Throughout his career, Alfred has led high-performing teams, implemented large-scale process improvements, and partnered with stakeholders across a wide range of business functions. He is passionate about mentoring others in career development, leadership growth, and navigating opportunities in an increasingly technology-driven world. Alfred holds an MBA in Global Finance, serves as a community leader and mentor, and enjoys giving back through volunteerism and professional coaching. Specialty: Career Development Specialist

Jason Gibson is an Executive Director in the Consumer Banking Division at JP Morgan Chase where he leads and develops a team of Branch Managers. With extensive leadership experience in financial services, Jason specializes in developing talent, building high -performing teams, and driving sustainable business growth. His areas of expertise include financial health literacy and career development and helping individuals build confidence and capabilities to achieve their goals. Jason is passionate about connecting people to opportunities, strengthening financial wellbeing, and creating cultures where people can thrive. As an Excel Summit coach he brings practical, people-centered leadership approach focused on helping others gain clarity, take action, and maximize the potential. Specialty: Career Development Specialist

Roger is a senior banking executive with 20+ years of experience leading large, geographically diverse teams in the financial services industry. His expertise spans retail banking, credit, and small business segments, with a track record of driving measurable improvements in customer experience, service levels, and productivity. He is known for transforming servicing workflows through strong, values-based leadership and for building inclusive, accountable cultures for frontline teams and people managers. Roger is passionate about continuous improvement and turning insights into actionable, repeatable results. Roger’s coaching is practical and outcome oriented. He helps clients identify leadership strengths, set clear goals, and build actionable strategies to accelerate growth—personally and professionally—grounded in his experience leading large teams in financial services. Specialty: Leadership Development

Joel Gamble is a Community Manager for Baltimore, Maryland at Chase. He is dedicated to delivering financial health education and nurturing relationships with key community leaders, nonprofit partners, and small businesses. Joel organizes complimentary workshops, hosts community events, and develops programs that support all communities. With over 4 years of experience in financial services and communications, Joel brings a wealth of expertise to his role. Joel has been able to accomplish several achievements throughout his 4 years such as, 2024 National Achiever given to the best in their role across the country. Joel also chosen to be able to pilot Community Managers as Certified Small Business Consultants. Joel has been able to reach tens of thousands community members with financial health education over the course of 4 years in his role. He has been able to help build Chase Bank’s presence in the Baltimore Market with his unwavering commitment to serve the community. Prior to becoming a Community Manager, Gamble has over 15 years of experience in business development, community relations, public speaking, program management implementation, and youth development. Gamble is the Founder of Joel Gamble Community Youth Outreach, a nonprofit organization, whose mission is to promote personal excellence and community commitment among inner-city youth through athletic, academic, and cultural programming. Joel’s organization has impacted over 70,000 youth in the Baltimore area as of 2023. He has been successful in giving over $100,000 in scholarships to Baltimore area high school seniors. Gamble worked with community partners to obtain over 1000 laptops to help bridge the digital divide for the youth in Maryland during and after the height of the pandemic. Joel is a Former NFL Player for the Philadelphia Eagles, Cleveland Browns, and the Tennessee Titans, and currently serves as a part of the NFL Officiating crew for the Baltimore Ravens home games. Specialty: Entrepreneurship

Harry Colson, an Executive Director and new Bold Ohio Co-Chair based in Columbus, Ohio. Harry brings over three decades of experience across technology, finance, and business transformation. Since joining JPMorganChase in 2017, he has led enterprise-scale initiatives across Consumer & Community Banking, Wealth Management, and Corporate Technology, spanning AI/ML, financial crimes platforms, data modernization, and cloud transformation. Prior to JPMorganChase, he held senior leadership roles with the State of Ohio and Huntington Bank. Harry is a graduate of Wilberforce University. Outside of work, he enjoys spending time with his family, high-performance driving as a certified instructor, and staying active through sports and travel. Specialist: Career Development

Shanna is a Vice President and Private Banker at J.P. Morgan Private Bank, bringing over 20 years of financial services experience, including extensive expertise in wealth management and commercial banking. She specializes in serving business owners, executives, high-net-worth families, and institutions whose financial lives require thoughtful, comprehensive strategies. Her areas of expertise include investment management, lending. estate and legacy planning, tax efficient wealth strategies, and business succession planning. As a Certified Investment Management Analyst (CIMA), she serves as a strategic thought partner. Bringing the full strength of J.P. Morgan to help clients protect, grow, and simplify their wealth. Specialist: TBD

Luis Pesantes is an Executive Director in Home Lending Customer Assistance Solutions at JPMorgan Chase, where he leads a global organization of more than 300 employees across the United States and the Philippines. Over a 22-year career in mortgage banking and financial services, he has led large-scale transformations, built high-performing teams, and partnered across businesses to improve customer and operational outcomes. Luis is passionate about mentoring and developing leaders, having served as an executive sponsor for leadership development programs and as a coach in the Home Lending Development Program. A graduate of the McKinsey Hispanic & Latino Executive Leadership Program and Chase’s Accelerate Leadership Development Program, he brings practical perspective on career advancement, organizational influence, and leading through complexity. Outside of work, Luis is a husband and father of three and serves as a Big Brother with Big Brothers Big Sisters of Central Ohio, reflecting his commitment to developing others and expanding opportunity.

Niko Harbosky is a Mid-Corporate Banker in JPMorganChase’s Commercial & Investment Bank (CIB), advising companies with $100 million to $2 billion in annual revenue across West and Central Florida. He has been with the firm for eight years, starting his career in Indiana before relocating to Florida in January 2024. In Florida, as an Associate, he supported the buildout of the Sponsor Portfolio Banker discipline, partnering with sponsor-owned companies throughout the state and drawing on transactional experience that includes supporting sell-side processes with private equity buyers and helping high-growth businesses navigate key inflection points. Niko holds the FINRA SIE, Series 79, and Series 63 licenses and earned a B.S. in Economics from the University of Southern Indiana and an MBA from the Kelley Evening MBA program at Indiana University–Purdue University Indianapolis; he is currently a third-year Associate. Outside of work he values community involvement and enjoys spending time with his wife, Carlie, and their three children, along with basketball, golf, pickleball, and travel.