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 with Ameriprise, holding 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in managing his own business, James Philippeaux & Associates Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Jan Zambrano is a Senior Vice President and Wealth Management Advisor at Merrill, a Bank of America company. Since 2013, he has advised families globally, focusing on international families, business owners and senior executives, and families managing multi-generational wealth. Jan began his career at Merrill working with a Private Wealth Team serving clients in the US, Asia, and Latin America. He later joined Santander as a Financial Consultant, where he established a team that advised high net-worth, cross-jurisdictional families primarily residing in the US. 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 through the Investments & Wealth Institute® and Wharton at the University of Pennsylvania. Additionally, he holds the Certified Plan Fiduciary Advisor (CPFA®) designation from the National Association of Plan Advisors and has the 2-15 license for Life, Health, and Variable Annuities contracts. Jan provides personalized wealth management strategies and emphasizes an integrated approach beyond investments to pursue financial security for clients and their future generations. Born in Colombia and fluent in Spanish, Jan is a man of faith, married, and involved with the King Jesus Ministry. Outside work, he is a soccer fan and enjoys playing 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.