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Jillian DelSignore, CIMA,  Executive Director, is the Head of ETF Distribution with J.P.Morgan’s Asset Management business.  She is responsible for leading the sales efforts and strategy in the intermediary and institutional markets.\nBefore joining J.P.Morgan in September 2015, Jillian was a Strategic Account Manager within BlackRock's iShares ETF Institutional Asset Management Group. She was responsible for developing and maintaining relationships with institutional investors, including boutique asset managers, global institutional asset managers, hedge funds and registered investment advisory firms.\nPrior to joining iShares in March, 2009, Ms. DelSignore worked in the Independent Advisory Channel of Goldman Sachs Asset Management covering GSAM mutual funds, separate accounts, retirement plans, and alternative investments. She joined Goldman Sachs in 2005. Earlier, Ms. DelSignore worked in both the Institutional Corporate Cash and Global Bank Divisions at Federated Investors from 2000-2005.\nMs. DelSignore has a B.A. in Communications from John Carroll University and an M.B.A degree in Finance from the Katz Graduate School of Business at the University of Pittsburgh. She earned her CIMA designation from the Wharton School of Business at the University of Pennsylvania and holds the Series 6, 7, and 66 licenses.

Jill Schlesinger, CFP®, is the Emmy-nominated, Business Analyst for CBS News. Jill appears on CBS radio and television stations nationwide covering the economy, markets, investing and anything else with a dollar sign. She translates complicated business and economic news into understandable, relatable topics for everyday viewers and listeners. She is a frequent guest on NPR’s “Here and Now” and American Public Media’s “Marketplace Money”.\nJill is also the host of the nationally syndicated radio show, “Jill on Money”, which airs in over 85 markets. Jill also writes the nationally syndicated column “Jill on Money” for Tribune Media Services and is an Influencer for LinkedIn. Jill is a frequent speaker on a variety of topics, including macroeconomic trends; workplace issues for women and LGBT employees in financial services; and how to create authentic branding.\nPrior to her current role, she was Editor-at-Large for CBS MoneyWatch.com, where she was responsible for video and written content and was part of the team that launched the site. \nBefore she jumped the shark into the world of media, Jill spent 14 years as the co-owner of and Chief Investment Officer for an independent investment advisory firm. She began her career as a self-employed options trader on the Commodities Exchange of New York, following her graduation from Brown University. Jill serves on the board of StoryCorps, a nonprofit organization dedicated to recording, sharing and preserving the stories of our lives.

Jessica M. Bibliowicz is Chairman and Chief Executive Officer of National Financial Partners (NYSE:NFP). NFP is a leading independent distributor of benefits, insurance and investment advisory services throughout the United States and in Canada. NFP offers high net worth individuals and companies comprehensive solutions across corporate and executive benefits, life insurance and wealth transfer, and investment advisory products and services. NFP and its subsidiaries, including NFP Securities, Inc., provide clients with access to objective advice and a choice of insurance and financial products and services.\n\t\nPrior to joining NFP, Ms. Bibliowicz served as President and Chief Operating Officer of John A. Levin & Co., a registered investment advisor. Ms. Bibliowicz’s career in the financial services industry began in 1981. She spent eight years in the Asset Management Division of Shearson Lehman Brothers and joined Salomon Brothers after they purchased Lehman Management’s Private Client Group. In 1992, she became the Director of Sales and Marketing for Prudential Mutual Funds and in 1994 became head of Smith Barney Mutual Funds.\n\tMs. Bibliowicz has been a guest on CNBC, CNN, and Fox Business News and has been featured in national publications such as Private Wealth, BusinessWeek, Crain’s New York Business, Financial Planning, Investment Advisor, InvestmentNews, The New York Times, Registered Representative, SmartMoney, and The Wall Street Journal. In December 2003, Ms. Bibliowicz was honored as the “Innovator of the Year” by American Banker.\t\nMs. Bibliowicz is a member of the Board of Overseers of the Weill Medical College and Graduate School of Medical Sciences of Cornell University, a member of the Board of Trustees for Cornell University, a member of the Board of Directors for the Asia Pacific Fund, a Director of Institutional Life Services, LLC and a member of the Board of Directors of Riverdale Country School. \n Ms. Bibliowicz graduated from Cornell University and lives with her husband and children in New York. \n

Jerome (“Jerry”) S. Golden is widely acknowledged as one of the leading innovators in the financial services industry. His achievements include the design and\/or origination of major new products in three sectors -- retirement income, variable annuities and life insurance – but his influence extends across the industry.\n\nAs President of Golden Retirement, LLC, Golden is currently developing a new set of products and services that will be offered directly to retail investors, capturing them in a book he is drafting called "The Golden Rules of Retirement". These concepts include a patent-pending analytical system for designing and evaluating retirement solutions, and an innovative set of such solutions primarily aimed at the vast, under-served population of middle-income and mass-affluent Americans.\n\nPrior to founding Golden Retirement, LLC, Golden was President of the Income Management Strategies Division of MassMutual Financial Group, where he and his team developed The Retirement Management Account (RMA), a patent-pending managed account platform that converts retirement savings into retirement income. Initially conceived at his firm Golden Retirement Resources (acquired by MassMutual in 2005), RMA has been described by Cerulli Associates as the quintessential managed account platform for retirement income.

Jeremy Siegel is the Russell E. Palmer Professor of Finance at The Wharton School of the University of Pennsylvania. He graduated from Columbia University in 1967, received his Ph.D. in Economics from the Massachusetts Institute of Technology in 1971. \n \n Prof. Siegel is the author of numerous professional articles and two books. His bestselling, Stocks for the Long Run, which published its 4th edition in 2008, was named by the Washington Post and Business Week as one of the ten-best investment books of all time. His second book, The Future for Investors: Why the Tried and the True Triumph over the Bold and New (Crown Business) was named one of the best business books published in 2005 by Business Week, the Financial Times, and Barron’s magazines. \n \n \nProf. Siegel has received many awards and citations for his research and excellence in teaching. In November 2003 he was presented the Distinguished Leadership Award by the Securities Industry Association and in May 2005 he was presented the prestigious Nicholas Molodovsky Award by the Chartered Financial Analysts Institute to “those individuals who have made outstanding contributions of such significance as to change the direction of the profession and to raise it to higher standards of accomplishment.”\n \n Other awards include the Graham and Dodd Award for the best article published in The Financial Analysts Journal in 1993 and the Peter Bernstein and Frank Fabozzi Award for the best article published in The Journal of Portfolio Management in 2000. \n \n In 1994 Professor Siegel received the highest teaching rating in a worldwide ranking of business school professors conducted by Business Week magazine and in 2001, Forbes named JeremySiegel.com as one of the “Best Business School Professor” websites. \nProf. Siegel currently serves as Academic Director of the Securities Industry Institute and Senior Investment Strategy Advisor of WisdomTree Investments, Inc., consulting the firm on its proprietary stock indexes.

Jennifer Williams joined Merrill Lynch as a Financial Advisor in 2002 from Goldman Sachs and has been in the financial services industry since 1998. Previously she was Associate Director for Golden Gate Pacific and Los Angeles Mountain Regions.\nWilliams received her BA in Biology from Stanford University and her MBA in Analytic Finance from the University of Chicago Booth Graduate School of Business. She has also earned both her CFP and CIMA designations. \nThe Merrill Lynch Newport Beach office focuses on delivering wealth management solutions to high net worth individuals and businesses while delivering unparalleled service. Our goal is to assist our clients in wealth accumulation, wealth preservation, and wealth transfer strategies through comprehensive financial planning. The process includes asset allocation, portfolio management, liability management, tax minimization, and asset protection. We also assist our clients with concentrated stock positions and hedging and liquidity strategies through alternative investments, collars, and customized liquidity contracts. We work with business owners through all stages of their life cycle, from growth to maturity, by providing cash management for day-to-day operations, short-term financing for capital expansion, long-term financing for equipment or acquisition of a new site. Our clients have access to a full range of flexible financing products. We also provide succession planning, the private sale of businesses and group benefit plans.

James Maude is senior security engineer at Avecto, an endpoint security vendor.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.