Edwin Murphy

Thomas Leonard is a Financial Advisor with Merrill Lynch Wealth Management. With a 30-year career in the financial markets, he has led Institutional Sales teams for several major global financial firms and guided sophisticated investors through significant market events including the 1987 Stock Market Crash, the ERM Currency Crisis, the Dot-Com Stock Crisis, 9/11, and the 2008 Great Financial Crisis. This extensive experience has equipped him with practical knowledge to help individual investors navigate financial uncertainty. Thomas specializes in a broad range of client focus areas such as college education planning, employee benefits planning, family wealth management strategies, personal retirement planning, portfolio management services, small business strategies, special needs planning, and retirement income. He and his team adopt a consultative approach to develop customized financial strategies tailored to each client’s unique goals. As an active manager, Thomas is adept at adjusting clients’ portfolios to shifting market conditions, emphasizing organization and planning as keys to successful investing. He holds a Bachelor’s degree from Fairfield University and a Master of Business Administration from Fordham University, and he holds the Professional Investment Advisor (PIA) designation. Thomas participates in community service through involvement with the American Cancer Society. In addition to his professional interests, he enjoys golfing, traveling, yoga, and spending time with his wife and four daughters.

Joseph Iannuzzi is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop comprehensive financial plans that align assets with individual long-term goals. He began his current role in 2022 after serving as an Investment Consultant at Fidelity Investments earlier that same year. Prior to joining Fidelity, Joseph worked at Ameriprise Financial, where he held positions as an Associate Financial Advisor from 2021 to 2022 and as a Paraplanner from 2019 to 2021. Throughout his career, he has gained experience in financial consulting and investment advising. Outside of his professional work, Joseph enjoys baseball, family activities, fitness, and golf.

Donald Cross is a Financial Consultant currently working at Fidelity Investments since 2022. He has 14 years of experience in the financial services industry, focusing on simplifying investments for his clients through a goals-based approach. He partners with clients to uncover their goals, needs, and wants, aligning them with their investment strategies. His professional background includes roles as a Private Client Advisor at JP Morgan from 2018 to 2022, a Financial Advisor at Prudential Advisor's from 2010 to 2018, and a Financial Representative at Fidelity Investments in 2014. This extensive experience spans multiple reputable financial institutions. Outside of his professional career, Donald Cross enjoys baseball, boating, outdoor adventures, and snowboarding.

Michael Lagnese is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over seven years of experience in providing financial guidance to clients. He and his team employ a Goals-Based Wealth Management approach that places client priorities at the center of the wealth planning process. Leveraging the global resources of Merrill Lynch, Michael assists clients in identifying and prioritizing key financial objectives such as college education funding, retirement income planning, health care cost coverage, and family wealth preservation. Michael’s expertise encompasses a broad range of client focus areas, including personal retirement planning, portfolio management, employee and corporate benefits, as well as strategies tailored for small business owners and the LGBT community. He holds the Personal Investment Advisor (PIA) designation and completed his high school education at Hicksville High School, followed by an Associate's Degree from Nassau Community College. In addition to his professional activities, Michael is involved with the community organization Long Island Cares. His personal interests include biking, chess, cooking, golfing, and yoga.

Erin Mayernik is an Investment Consultant at Fidelity Investments, a role she has held since 2023. She focuses on helping clients improve the quality of their lives through attentive listening and purposeful work, emphasizing integrity, compassion, understanding, confidentiality, open-mindedness, and teamwork. Erin has experience in the financial advisory field, having worked as a Financial Advisor Associate at Morgan Stanley from 2021 to 2023 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Her background includes providing investment advice and financial planning services. Outside of her professional work, Erin enjoys activities such as food-related experiences, social events with friends, reading, snowboarding, softball, and traveling.