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.

Kevin Dehler is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1987 and joined Merrill Lynch in 2012. Kevin focuses on developing strategies and advice for individuals, their families, and their businesses by understanding their short- and long-term financial objectives. He holds the Wealth Management Advisor designation and is a Sports & Entertainment Accredited Wealth Management Advisor™, reflecting his experience working with clients in the sports and entertainment industry. Kevin is a graduate of Archbishop Molloy High School and St. John's University, where he earned a bachelor's degree in Finance. Prior to joining Merrill Lynch, he was a Senior Vice President in Capital Markets and managed a multi-asset investment team. His client focus areas include college education planning, divorce transition planning, family wealth management strategies, personal retirement planning, and socially responsible investing. He and his wife, Kristen, live in Sag Harbor with their two children and are active in the community, supporting Hampton's Community Outreach, the Southampton Business Advisory Council, Sag Harbor Youth Basketball, and Sag Harbor Little League. Kevin also holds a United States Coast Guard Captain's license and has coached various sports over the past eight years.

Harry Hackett is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has provided financial advisory services since 1995. He succeeded his father's practice and has extensive experience working with families to help them achieve their financial and lifestyle goals. His areas of expertise include college education planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Harry also offers Trust and Estate services, cash flow creation analysis, and access to Bank of America's banking and lending services. Harry holds the Chartered Retirement Planning Counselor (CRPC®) designation as well as the Personal Investment Advisor (PIA) credential. He earned a bachelor's degree from Hamilton College. In addition to his professional commitments, Harry is a member of the Masonic Order and is involved in community activities, including participation in the Bridgehampton Half Marathon. He lives in Bridgehampton with his wife Louise and their three children.

Jacob Eckart is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he and his team have been serving clients since 2008. With a career in the investment community beginning in 1983, Jacob brings extensive experience in portfolio management and financial advisory services. He is qualified as a Portfolio Manager and provides clients with personalized strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. In the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. Jacob's areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. He holds the Chartered Retirement Planning Counselor (CRPC) designation. Jacob graduated from Westhampton Beach High School and earned an Associate's Degree from Suffolk County Community College. Outside of his professional work, Jacob enjoys boating, fishing, golfing, and music.

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.

Anthony Addison is a Senior Financial Advisor and Managing Director within the Merrill Lynch Wealth Management Group. With a professional focus on wealth management and asset management for high net worth clients, Anthony and his team have provided financial guidance since 1997 to affluent families and corporations. They take a holistic approach by reviewing clients' assets, debts, risk tolerance, time horizons, liquidity needs, and overall investment goals to tailor customized wealth management plans. Anthony also collaborates closely with clients' attorneys and CPAs to align financial strategies comprehensively. His expertise encompasses goals-based wealth management, retirement planning and distribution options from employer-sponsored plans, estate planning services, hedge fund lending, and managing concentrated stock positions with tax-efficient stock option exercises. Anthony advises on a broad range of client focus areas including college education planning, family wealth management strategies, liquidity management, small business strategies, and tax minimization. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Vermont. In addition to his professional pursuits, Anthony participates in community activities consistent with Merrill’s tradition of service. Outside of work, he enjoys biking, cooking, hiking, hunting, and spending time with his family. He emphasizes developing personalized financial strategies tailored to his clients’ long-term goals and treats his clients with a family-oriented approach.

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.

Mary Barty is a Wealth Management Advisor at Merrill Lynch Wealth Management. She rejoined the firm in 2008 after an earlier tenure and has been working in the financial industry since 1996. Mary specializes in retirement planning, estate planning services, and overall wealth management. As a qualified Portfolio Manager, she provides traditional advice and manages personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. Within the firm's Investment Advisory Program, she may manage strategies on a discretionary basis. Mary holds an associate degree from Suffolk County Community College and a bachelor's degree in economics from the State University of New York at Albany. She has earned multiple professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Her client focus areas include family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, socially responsible and ESG investing, special needs planning strategies, women and wealth, tax minimization, and retirement income. Outside of her professional responsibilities, Mary enjoys baseball, boating, hiking, music, reading, running, skiing, spending time with her family, traveling, and yoga. She is married and has two children.

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.