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.

Michele Pasqualina is Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2024. She has extensive experience in wealth management, having served in senior advisory positions at several financial institutions over the past decade. Her previous roles include Vice President, Senior Wealth Advisor at Hightower Advisors from 2023 to 2024, Vice President, Senior Portfolio Advisor at Merrill Lynch from 2018 to 2023, Vice President, Private Client Advisor at JP Morgan from 2016 to 2018, and Financial Advisor at Morgan Stanley from 2012 to 2016. Michele partners with clients and their families as a primary trusted advisor to develop comprehensive and personalized financial planning strategies. She and her team support clients through all stages of wealth management, including account opening, funding, and navigating complex financial decisions. Outside of her professional work, Michele has interests in art, food, kayaking, Pilates, traveling, and volunteering.

Bruce Huggins is a Senior Financial Advisor with Merrill Lynch Wealth Management, providing investment management guidance since 1986. He works closely with clients to develop personalized financial strategies that reflect their individual goals and adapt to changing market conditions. His areas of focus include divorce transition planning, family wealth management, retirement income, portfolio management, and small business strategies, among others. Bruce holds a Bachelor's degree from Long Island University and an Associate in Arts from Suffolk Community College. He is a Personal Investment Advisor (PIA) and has been married since 1982, with one son born in 1988. Committed to community involvement, Bruce serves as a trustee at Calvary Baptist Church. Outside of his professional responsibilities, Bruce enjoys baseball, billiards, boating, chess, football, golfing, softball, and woodworking.

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.

Richard Ciufo is a Financial Advisor at Merrill Lynch Wealth Management. He applies a holistic approach to financial planning, focusing on personalized investment management strategies tailored to individual client goals. His areas of expertise include college education planning, personal retirement planning, portfolio management services, tax minimization, and retirement income. Rich began his career at Merrill in November 2021. He holds a bachelor's degree in economics from Brown University, where he served as captain of the baseball team during his junior and senior years. He also earned a master's degree from the University of Richmond and was a member of the Richmond Spiders baseball team. Rich maintains professional designations as a Personal Investment Advisor (PIA) and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). Outside of his professional work, Rich enjoys baseball, football, golfing, photography, skiing, spending time with family, and traveling.

Thomas Schwartz is a Financial Consultant at Fidelity Investments, a role he has held since 2026. He has over 20 years of experience in the financial services industry, during which he has developed expertise in partnering with clients to understand their financial goals and creating customized financial plans to meet their unique needs. Prior to his current position, Thomas served as Branch Leader at Fidelity Investments from 2021 to 2026, Branch Manager at TD Ameritrade from 2018 to 2021, and Financial Consultant - Branch Manager at Scottrade from 2006 to 2018. Outside of his professional work, Thomas enjoys cooking and baking, participating in family activities, fitness, parenthood, and traveling.

Robert Ward is the Senior Resident Director at Merrill Lynch Wealth Management’s Riverhead office. He has been active in the financial services industry since 1990, joining Merrill in 2015 as a Financial Advisor and advancing to his current leadership role in 2018. In this capacity, he focuses on serving business owners, entrepreneurs, and affluent individuals by developing tailored wealth management strategies that address a wide range of financial needs, including corporate retirement plans and nonprofit endowment management. His client expertise encompasses areas such as divorce transition planning, family wealth management, employee benefits, philanthropic planning, and legacy strategies. Robert holds several professional credentials, including the Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Chartered Advisor in Philanthropy (CAP), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC) designations. He earned an Associate's Degree from Suffolk County Community College after graduating from Comsewogue High School. Beyond his professional work, Robert is active in his community, serving on the boards of East End Arts in Riverhead and the Riverhead Rotary, and supporting organizations like Big Brothers Big Sisters of Long Island and Junior Achievement. He has received recognition for his volunteer efforts, including the Presidential Volunteer Award from the White House. Robert resides in Manorville with his wife Laura and their two children. His personal interests include boating, golf, skiing, mountain biking, and photography.