Kenneth Beesmer is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 30 years of experience, he has worked alongside families, corporations, and non-profits to develop personalized wealth management strategies that align with clients' unique goals and aspirations. His expertise covers a range of areas including corporate executive services, divorce transition planning, equity compensation services, legacy planning, philanthropic planning, and portfolio management services. Kenneth holds a Bachelor's Degree from Lehigh University and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He draws upon a deep knowledge of capital markets to tailor portfolios responsive to changing market conditions and client needs. His approach emphasizes collaboration and a deep understanding of clients' life priorities beyond just financial metrics. Beyond his professional commitments, Kenneth participates in community organizations such as the Boys and Girls Club of Kingston, Mentor Me of Ulster County, Mid Hudson Tigers Baseball, and the YMCA in Kingston/Ulster. His personal interests include baseball, biking, football, golfing, hiking, music, skiing, and traveling.

Katherine Larsen is a Wealth Management Advisor leading a team of seven professionals at Merrill Lynch Wealth Management. Since founding The Larsen Group in 1994, she has focused on delivering disciplined, planning-based wealth management strategies with personalized attention, primarily serving high net worth families. Her expertise includes portfolio management, retirement income planning, wealth transfer, philanthropy, and education financing. Katie earned dual Bachelor's degrees in Finance and Fine Arts from the College of William & Mary. She holds the Certified Exit Planning Advisor® (CEPA®), Chartered Retirement Planning Counselor™ (CRPC™), and Personal Investment Advisor (PIA) designations. As a qualified Portfolio Manager within Merrill, she manages investment portfolios utilizing carefully selected third-party managers. In the community, Katie serves on the board of the Edgeworth Borough Council in Sewickley, Pennsylvania, where she has lived for over 30 years. She also contributes to Catholic Charities of Pittsburgh. Katie and her husband, Douglas, have three children and she enjoys hiking, swimming, gardening, biking, cooking, golfing, photography, surfing, and yoga in her personal time.