Christian Rodriguez is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill prior to his current role. 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 to support its recommendations.

James Philippeaux is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing business operations through James Philippeaux & Associates Inc. and Brosius, Clark, Philippeaux, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jan Zambrano is a Senior Vice President and Wealth Management Advisor at Merrill, a Bank of America company. He began his financial services career in 2013 and has extensive experience advising families globally. His career started at Merrill, working with a Private Wealth Team to assist clients across the US, Asia, and Latin America. Subsequently, he joined Santander as a Financial Consultant, where he established a team advising high net-worth, cross-jurisdictional families predominantly residing in the US. Currently, Jan focuses on three primary client segments: international global families, business owners and senior executives, and families stewarding multi-generational wealth. Jan holds a Bachelor's degree in Finance and an MBA from the University of Miami. He also earned the Certified Investment Management Analyst (CIMA®) designation awarded by the Investments & Wealth Institute® in conjunction with Wharton at the University of Pennsylvania and the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors (NAPA). He holds the 2-15 license for Life, Health, and Variable Annuities contracts. Jan speaks English and native Spanish. Outside of his professional life, Jan is married and was born in Colombia, with his wife being from Venezuela. He is involved with the King Jesus Ministry and enjoys soccer and playing the guitar.

Jeffrey Jacobs is a financial advisor based in Miami, FL, with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has operated his independent firm, Jeffrey R. Jacobs, CPA, since 1991.