Brian Scott is a Financial Advisor at Merrill Lynch Wealth Management in Miami, FL. He works with individuals and families to develop personalized financial strategies aimed at achieving their short-, mid-, and long-term goals. His client focus areas include liquidity management, personal retirement planning, individual and corporate investment strategy, and tax minimization. Brian provides ongoing advice and guidance, coordinating with Bank of America specialists for banking, credit, home financing, and small business solutions as needed. Brian holds a Bachelor's Degree from Florida International University and holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He conducts his practice in both English and Spanish. Brian emphasizes a relationship-driven approach that prioritizes listening and placing clients' priorities at the center of every decision to help them gain clarity and confidence in their financial futures. Outside of his professional work, Brian's personal interests include basketball, fishing, football, spending time with his family, and traveling. He is affiliated with Merrill Lynch Wealth Management.

Christian Rodriguez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2024, and previously spent eleven years at Bank of America, N.A. and Merrill. 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 selection, and customized performance reporting within a non-discretionary program. The firm's advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes expanded capabilities in derivatives and commodities.

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.