Jon Tanner

Lambros Violaris is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 30 years of experience in assisting individuals and institutions with wealth management and income generation. His client focus areas include college education planning, divorce transition planning, executive compensation, institutional investment consulting, personal retirement planning, portfolio management services, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Bob Jones University. Outside of his professional work, Lambros enjoys adventure sports, baseball, biking, chess, drawing and sketching, hiking, spending time with his family, traveling, and watching movies.

James Dunn is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2015. He has been with Fidelity for 25 years, during which time he has held various roles including Vice President-Senior Account Executive, Financial Representative III and II, Retirement Investment Specialist, Senior Retirement Service Specialist, and Retirement Services Specialist. James focuses on wealth planning and assisting clients in pursuing their financial goals. He holds a California Insurance License. His career at Fidelity has provided him with extensive experience in financial consulting and retirement services. Outside of his professional work, James enjoys fishing, gardening, golf, outdoor adventures, spending time with pets, and reading.

George Decker is a Senior Financial Advisor and Assistant Vice President at Merrill Lynch Wealth Management. He has been with the firm since 2021 and brings over 45 years of experience in the financial industry. In his role, George focuses on creating personalized wealth management strategies that align with his clients' long-term goals, leveraging the investment insights of Merrill and the banking solutions of Bank of America. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and is a Personal Investment Advisor (PIA). He is actively involved in community service, serving on the Board of Directors for Angels of Light and having previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. George resides in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.

Jordyn Beesmer is a Financial Advisor with Merrill Lynch Wealth Management. She works to help clients pursue their financial goals through personalized wealth management strategies that consider clients' life priorities and aspirations. Jordyn provides access to Merrill’s investment insights and Bank of America’s banking and lending solutions to create flexible strategies suited to evolving market conditions. Jordyn holds a Bachelor's Degree in Molecular and Cellular Biology from Boston University, where she also played Division 1 field hockey for five seasons. Prior to her career in finance, she spent more than three years working in the biotechnology sector. Jordyn’s background as a student-athlete and quality control lab analyst supports her approach to helping clients grow and protect their wealth. She holds the Personal Investment Advisor (PIA) professional designation. Jordyn is committed to community involvement and volunteers with local organizations. Her personal interests include cooking, hiking, reading, running, skiing, tennis, and spending time with her family.