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.

Marc P. Cassalina, CFP®, is a Senior Vice President and Wealth Management Advisor based in the Poughkeepsie, NY office of Merrill Lynch Wealth Management. He has dedicated over 35 years of his career to Merrill, including a decade serving as the Senior Resident Director of the Poughkeepsie Office from 2009 to 2019. Marc holds a Bachelor's degree from Marist College and completed the educational component of the CFP® certification there. He is also a Personal Investment Advisor (PIA). Marc develops strategies focused on retirement assets and services, asset management, tax minimization, charitable giving, and estate planning. His approach centers on aligning with clients' risk considerations, goals, and objectives to build, manage, and preserve wealth for current and future generations. Working alongside his team and leveraging the resources of Merrill and Bank of America, he delivers personalized attention to his clients. Outside of his professional role, Marc and his wife Margarete are committed to the Cystic Fibrosis Foundation, where he has held leadership positions including Board Member and Board President of the Greater NY Chapter and currently serves as National Individual Giving Co-Chair. In 2022, they received the Foundation's Breath of Life Award. Marc was honored in 2024 with the Invest in Others Lifetime Achievement award, which included a grant to the Cystic Fibrosis Foundation. Additionally, he supports the Culinary Institute of America as a CIA Fellow and the African Mission Health Organization. Marc resides in his hometown of Milton, NY, and enjoys traveling, golfing, and working towards a cure for cystic fibrosis. He is also a proud grandparent.

Lisa Preudhomme is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their personal priorities and develop tailored financial strategies. Her approach emphasizes simplicity and transparency in managing investments and wealth planning. With expertise spanning general investing, retirement planning, and saving for unexpected events, Lisa focuses on helping clients pursue their individual financial goals. She holds the Professional Investment Advisor (PIA) designation and earned a bachelor's degree from the State University of New York system.

Mark Burlingame is a Senior Resident Director at Merrill Lynch Wealth Management, based in the Poughkeepsie office, where he has spent his entire career since beginning in 1998. He holds the Chartered Retirement Planning Counselor™ designation, the CERTIFIED FINANCIAL PLANNER® certification, and other professional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mark graduated from Hamilton College with a Bachelor of Arts in Economics. His expertise encompasses a broad range of financial planning services such as college education planning, employee benefits planning, family wealth management, philanthropic and retirement income planning. He also serves on the board of directors for Rebuilding Together Dutchess County, demonstrating his involvement in community initiatives. Mark resides in Poughkeepsie with his wife, Sara, a local school teacher, and their two sons.