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.