Marc Cassalina

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.

Alex West is a Financial Consultant at Fidelity Investments, a role held since 2024. Alex has been part of the financial services industry for nine years, having previously worked as an Investments Consultant at Fidelity Investments from 2022 to 2024. Prior to that, Alex served as a Private Client Advisor at J.P. Morgan Securities, LLC from 2021 to 2022, and as a Private Client Banker at the same firm from 2016 to 2021. Alex works closely with individuals and families to understand their unique circumstances and financial goals, helping them navigate complex financial decisions through collaboration. Alex's approach integrates experience, education, and empathy to build meaningful client partnerships and develop plans that align with clients' values and aspirations. Outside of work, Alex's interests include comedy, fitness, football, social events with friends, pets, and traveling.

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 joined Merrill in 2021, bringing over 45 years of experience in the financial industry. In his role, George focuses on developing personalized wealth management strategies tailored to each client's individual financial goals and circumstances. George holds a Bachelor's Degree in Business Administration from Marist College in Poughkeepsie, New York, and holds the Personal Investment Advisor (PIA) designation. His extensive experience and education support his ability to assist clients in navigating today's dynamic market conditions. Beyond his professional commitments, George is active in community service. He serves on the Board of Directors for Angels of Light and has previously served on boards for Lucky Orphans Horse Rescue, Hope on a Mission, and New Horizons Resources. He lives in Millbrook, New York, with his wife Lori and is a father of six children and grandfather to ten grandchildren.