John began his career as an intern with Merrill Lynch in 2019. He later returned to spend time with both Bank of America and Merrill Lynch from 2022 to 2024. He earned the Series 7 and 66 licenses prior to working as a Financial Solutions Advisor at Merrill Lynch in 2023.

John enjoys golfing, listening to music, reading, rowing, traveling the world, and spending time with loved ones in his spare time. John holds a bachelor’s degree in economics and finance and a minor in accountancy from Marist University.

Anne Lambert began her financial career in 1998, after owning and operating a retail business for ten years. In 1999 she joined LPL Financial with her business partner, George Dagher, creating Dagher Lambert Financial Services in Bay Shore, NY. They worked in a successful partnership through 2012, when George unexpectedly passed away. Since that time Anne continued to grow the business, providing financial services and guidance to her clients. In 2019, Anne joined forces with Flynn Zito Capital Management to maximize her clients' financial services and guidance before retiring in December 2024.