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.

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.

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.

Kerri Biondo is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in Riverhead, NY. She provides tailored financial advice and guidance to both individual and corporate clients. Kerri’s expertise spans various areas, including divorce transition and settlement planning, corporate and institutional benefit services, personal and corporate retirement planning, institutional and individual investment strategy, tax minimization, philanthropic planning, and trust management. She also specializes in working with endowments, foundations, and non-profits, focusing on aligning growth goals and managing corporate cash reserves. Kerri holds the Personal Investment Advisor (PIA) designation. She earned her high school diploma at Rocky Point High School and an associate’s degree from Briarcliffe College. Fluent in English and Italian, she collaborates closely with her clients to develop personalized financial strategies designed to support their long-term goals and adapt to changing market conditions. Kerri prioritizes being available to clients throughout different stages of their financial and personal journeys to help position their assets for both growth and risk mitigation. In addition to her professional role, Kerri is active in her community through volunteering, reflecting a deep commitment aligned with the Merrill tradition of service. Her personal interests include cooking, interior decorating, reading, soccer, and spending time with her family.

Jeffrey Worthington is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in personalized wealth management strategies, focusing on areas such as college education planning, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. Born in Philadelphia, Pennsylvania, and raised in Huntington, New York, Jeffrey attended Bowling Green State University and the University of Denver. He holds a Bachelor's Degree from Bowling Green State University and has earned the Personal Investment Advisor (PIA) designation. With over 40 years of experience in the financial services industry, including 37 years at Merrill, he brings extensive expertise to his role. Jeffrey is actively involved in his community and participates in volunteering with organizations such as the Kent Animal Shelter. Outside of work, he enjoys boating, reading, skiing, and spending time with his family. He is happily married with two grown children.

Dennis Gur is a Financial Consultant currently working at Fidelity Investments since 2023. He has held various roles within Fidelity Investments, including Investment Consultant and Financial Representative, starting in 2022. Prior to joining Fidelity, he worked as an Associate Financial Advisor at Canoga Wealth Management from 2021 to 2022. Dennis focuses on co-creating disciplined and tailored financial plans that aim to grow wealth while managing risk. He emphasizes the importance of managing personal finances as a lifelong journey and partners with clients to develop strategies suited to their individual needs. Outside of his professional work, Dennis has personal interests in cars, fitness, golf, movies, pets, and traveling.

Brandon Kustek is a Vice President, Financial Consultant at Fidelity Investments. In this role, he collaborates with local individuals and families to develop and maintain comprehensive financial plans focused on building, preserving, and distributing wealth to provide peace of mind. Brandon has held various positions at Fidelity Investments since 2019, including Financial Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he was a Financial Professional at AXA Advisors in 2019. His professional experience spans multiple roles within the financial services industry, emphasizing client-focused financial planning and wealth management.

Scott Neuberger is a Wealth Management Advisor with Merrill Lynch Wealth Management, specializing in assisting families with multi-generational wealth-building preservation strategies, retirement income planning, and employer-sponsored retirement plan management. Since joining Merrill Lynch in January 2018, he has continued a family legacy of delivering wealth-building and retirement solutions, providing clients with co-fiduciary services to 401(k) plans and comprehensive financial guidance. His expertise encompasses divorce transition planning, family wealth management strategies, personal retirement planning, portfolio management, wealth transfer strategies, and supporting women and wealth initiatives. Scott integrates banking, home financing, and lending services through Bank of America, N.A. to create holistic financial plans tailored to each client’s unique goals and priorities. Scott holds a Bachelor's Degree from Fairleigh Dickinson University and a Master's Degree from New York University. He maintains professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Scott is involved with the Movember community initiative and has participated in organizations such as FDU Men's Lacrosse and Sigma Chi. In his personal time, he enjoys baseball, ice hockey, soccer, spending time with his family, and watching movies.