Shaliza Kara is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones and Mathnasium. 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 applying an ESG eligibility framework in its recommendations.

Taylor Murphy is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 65 credential and has worked at firms including Fisher Investments and JPMorgan Chase Bank, N.A. Outside of his advisory role, Murphy has been involved in managing a rental property. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG framework in its investment recommendations.

Zachary Holmes is a financial advisor with J.P. Morgan Securities in Coppell, TX, holding a Series 66 credential and four years of industry experience. His career includes roles at Citibank, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of finance, he co-owns an entertainment business with his wife, producing music distributed on streaming platforms. 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 applying an ESG eligibility framework when recommending investment strategies.