Registration List: 2023 Annual Gala: Individual Registration
Alexandria (Nadworny) Dunn  Affinia Financial Group RSVP Comments: N/A Attending: Yes Ade Akande Bank of America Private Bank RSVP Comments: N/A Attending: Yes Maggi Alexander The Boston Foundation RSVP Comments: N/A Attending: Yes Katelyn Allen Nutter, McClennan, & Fish, LLP RSVP Comments: N/A Attending: Yes Sarah M. Allen Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Caitlyn Ambrosi CI Eaton Private Wealth RSVP Comments: N/A Attending: Yes Thomas Ames Morgan Stanley RSVP Comments: N/A Attending: Yes David Appel Appel Insurance Advisors, LLC RSVP Comments: N/A Attending: Yes Thomas Assad BNY Mellon RSVP Comments: N/A Attending: Yes Susan A. Atlas Susan A. Atlas, Esq., LL.M RSVP Comments: N/A Attending: Yes Lauren Atsalis N/a RSVP Comments: N/A Attending: Yes Laurie Austin PKF O'Connor Davies RSVP Comments: N/A Attending: Yes LaGina Austin Hindman Appraisals RSVP Comments: N/A Attending: Yes Kathleen Auth Bank of America NA, Private Bank RSVP Comments: N/A Attending: Yes Juliette AveryBoston Estate Planning Council RSVP Comments: N/A Attending: Yes Talia AzzarettoBurns & Levinson RSVP Comments: N/A Attending: Yes Nicole Bailey Fortis Management Group LLC RSVP Comments: N/A Attending: Yes Jess BailotVerrill RSVP Comments: N/A Attending: Yes Chris Barber DOYLE RSVP Comments: N/A Attending: Yes Damon Barglow PNC Private Bank RSVP Comments: N/A Attending: Yes Laura K. Barooshian PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Frances Barrett Bank of America NA, Private Bank RSVP Comments: N/A Attending: Yes Brett Barthelmeh Squillace & Associates, P.C. RSVP Comments: N/A Attending: Yes Michael Bass Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Rachael Bator Lake Street Advisors RSVP Comments: N/A Attending: Yes Emily Beekman CI Eaton Private Wealth RSVP Comments: N/A Attending: Yes Brian Beneduce Bernstein Private Wealth Management RSVP Comments: N/A Attending: Yes Dalia Ben-Ezra Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Tim Benson KLR RSVP Comments: N/A Attending: Yes Adam Bitzer Freeman's RSVP Comments: N/A Attending: Yes Susan Black (None) RSVP Comments: N/A Attending: Yes Brian Blanchard SCS Financial RSVP Comments: N/A Attending: Yes Cristina BlauMcLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Yvan Bodart Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Fallyn Boich BNY Mellon RSVP Comments: N/A Attending: Yes Maurice Bortzfield KLR RSVP Comments: N/A Attending: Yes Tony Boschetto KLR RSVP Comments: N/A Attending: Yes Zachary Bourque Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Jordan BowneBurns & Levinson RSVP Comments: N/A Attending: Yes Karen Bradford KLR RSVP Comments: N/A Attending: Yes Rich Brady Management Planning Inc. (MPI) RSVP Comments: N/A Attending: Yes John Breedlove The Moody Street Group RSVP Comments: N/A Attending: Yes Margaret Brennan Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Kenneth Brier Brier, Marandett & Rossetti LLP RSVP Comments: N/A Attending: Yes Katherine BriteVerrill RSVP Comments: N/A Attending: Yes Charles Brown LongView Investment Advisors, LLC RSVP Comments: N/A Attending: Yes Erik Brown Atlantic Benefit Group RSVP Comments: N/A Attending: Yes Amy Brown Commonwealth Trust Company RSVP Comments: N/A Attending: Yes Mike Brown Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Julie BrunoVerrill RSVP Comments: N/A Attending: Yes William Buccella 42 North Private Bank RSVP Comments: N/A Attending: Yes Victoria Bucci PURE Insurance RSVP Comments: N/A Attending: Yes Seth Buckley Buckley Financial RSVP Comments: N/A Attending: Yes Daniel Buckley Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Alice Burley SCS Financial RSVP Comments: N/A Attending: Yes Hether CahillBurns & Levinson RSVP Comments: N/A Attending: Yes Victoria CalcagnoBurns & Levinson RSVP Comments: N/A Attending: Yes Liz Campana Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Colleen Carcone TIAA RSVP Comments: N/A Attending: Yes Steven Carr Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Lindsay Cassaro Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Geoffrey Chamberlain Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Heather Cheney BNY Mellon RSVP Comments: N/A Attending: Yes Regina Cheung Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Jennifer Civitella Hilario JC Hilario, PC RSVP Comments: N/A Attending: Yes Gabrielle Clemens RBC Wealth Management RSVP Comments: N/A Attending: Yes Sharon E. Cohen Northern Trust RSVP Comments: N/A Attending: Yes Allison Collins Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Ada Colomb Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Liza Connelly CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Sara Conway Nutter, McClennan, & Fish, LLP RSVP Comments: N/A Attending: Yes Nicole Cordeiro Smith Duggan Cornell & Gollub RSVP Comments: N/A Attending: Yes Gina Costello First Republic RSVP Comments: N/A Attending: Yes Kathryn Craig DOYLE RSVP Comments: N/A Attending: Yes Louis Crosier Boston Financial Management RSVP Comments: N/A Attending: Yes Louis Crosier Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Elizabeth Crowley Burns & Levinson RSVP Comments: N/A Attending: Yes Lisa Cukier Burns & Levinson RSVP Comments: N/A Attending: Yes George Cushing McLane Middleton, P.A. RSVP Comments: N/A Attending: Yes J. Westerman Davis Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Kenneth Davis The Bulfinch Group RSVP Comments: N/A Attending: Yes Carolyn Decker Lake Street Advisors RSVP Comments: N/A Attending: Yes Rachel DeeringVerrill RSVP Comments: N/A Attending: Yes Marie DelRossi Cambridge Trust Company RSVP Comments: N/A Attending: Yes Lauren DeMatteo Rubin and Rudman, LLP RSVP Comments: N/A Attending: Yes Jessica Demmerly Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Gary Dennis, CLTC®, CFBS® Tower Hill Financial Group LLC RSVP Comments: N/A Attending: Yes Gillian DeSilva Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Joel Desjardins The Coyle Company RSVP Comments: N/A Attending: Yes Jenni Leisman Dessert Leisman Insurance Agency, Inc. RSVP Comments: N/A Attending: Yes Gary Domoracki Oppenheimer RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Robert Donnelly Marsh Private Client Services RSVP Comments: N/A Attending: Yes Sean Donovan Northern Trust RSVP Comments: N/A Attending: Yes Katherine Dorval Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Nina Dow Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Elizabeth Drake Bob Goldman Law LLP RSVP Comments: N/A Attending: Yes Michelle DuBois Winston Art Group RSVP Comments: N/A Attending: Yes Chris Duffy Capital Analysts of New England RSVP Comments: N/A Attending: Yes Rich Dunsmore Arons & Dunsmore Insurance Agency RSVP Comments: N/A Attending: Yes Ryan Ederle SCS Financial RSVP Comments: N/A Attending: Yes Sean Edwards Ballentine Partners RSVP Comments: N/A Attending: Yes Kelly Lora EwartBallentine Partners RSVP Comments: N/A Attending: Yes Chris Farrell Fortis Management Group LLC RSVP Comments: N/A Attending: Yes Doug FarringtonMarcum LLP RSVP Comments: N/A Attending: Yes Susan Farris CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Alexys FebonioBallentine Partners, LLC RSVP Comments: N/A Attending: Yes Taylor Ferrara Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes David FerraroBallentine Partners, LLC RSVP Comments: N/A Attending: Yes Kenzie Ferris Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Brandon Fink Claro Advisors RSVP Comments: N/A Attending: Yes Lauren Finn Pathstone RSVP Comments: N/A Attending: Yes Peter FisherFoster Dykema Cabot RSVP Comments: N/A Attending: Yes Dylan Flaherty Marsh Private Client Services RSVP Comments: N/A Attending: Yes Jennifer Flanagan Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes Daniel Flanagan Canby Financial Advisors RSVP Comments: N/A Attending: Yes Christine Fletcher Burns & Levinson RSVP Comments: N/A Attending: Yes Allie FloodBrown Brothers Harriman RSVP Comments: N/A Attending: Yes Kristina Foreman Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Thomas Francione Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes Cailin FraserMarcum LLP RSVP Comments: N/A Attending: Yes Barbara Freedman Wand Day Pitney LLP RSVP Comments: N/A Attending: Yes Dara Lynn Freytag Tarlow Breed Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Bill FriedlerVerrill RSVP Comments: N/A Attending: Yes Kimberly A Furnald Penn Mutual RSVP Comments: N/A Attending: Yes Caroline Gaffney Atwater Wealth Management RSVP Comments: N/A Attending: Yes Kristina Gallo SCS Financial RSVP Comments: N/A Attending: Yes Kate Galloway Verrill RSVP Comments: N/A Attending: Yes Holly Gately USI Insurance Services RSVP Comments: N/A Attending: Yes Marc Gillette Fred C. Church Insurance RSVP Comments: N/A Attending: Yes Alyssa Giordano Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Alison Glover Mintz Levin RSVP Comments: N/A Attending: Yes Caitlin Glynn Nutter RSVP Comments: N/A Attending: Yes Robert Goldman Bob Goldman Law LLP RSVP Comments: N/A Attending: Yes Michael Goss Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Bill Graham First Republic RSVP Comments: N/A Attending: Yes Tim Gray Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Emily Griset Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Donnalee Guerin Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Christopher Gullotti Canby Financial Advisors RSVP Comments: N/A Attending: Yes Travis Hall Leader Bank RSVP Comments: N/A Attending: Yes Jennifer Hall Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Mitchell Halpern KLR RSVP Comments: N/A Attending: Yes Pamela Halter Howland Capital Management RSVP Comments: N/A Attending: Yes Justin Hannan Day Pitney LLP RSVP Comments: N/A Attending: Yes Frank Hannigan Bob Goldman Law LLP RSVP Comments: N/A Attending: Yes Erika Hansen 42 North Private Bank RSVP Comments: N/A Attending: Yes Cambria HappBoston Estate Planning Council RSVP Comments: N/A Attending: Yes Michelle Harden Tonneson & Co RSVP Comments: N/A Attending: Yes Drew W. Harker Bernstein Private Wealth Management RSVP Comments: N/A Attending: Yes Andrew Harrod Brown Brothers Harriman RSVP Comments: N/A Attending: Yes James E. Hart III, JD, CLU The Lyons Company RSVP Comments: N/A Attending: Yes Megan Hathaway Foy The Boston Foundation RSVP Comments: N/A Attending: Yes Jason Heman JDJ Family Office Services RSVP Comments: N/A Attending: Yes Abbey Henderson Abaris Financial Group RSVP Comments: N/A Attending: Yes Quinn Hetrick Mintz Levin RSVP Comments: N/A Attending: Yes Paul Higgins Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Karen HillBoston Estate Planning Council RSVP Comments: N/A Attending: Yes Matt Hillery Goulston & Storrs RSVP Comments: N/A Attending: Yes Dena HirschVerrill RSVP Comments: N/A Attending: Yes Jillian Hirsch Hirsch Law LLC RSVP Comments: N/A Attending: Yes Katie HislopMcLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Jennifer Hoar Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Rachel Holbrook CI Eaton Private Wealth RSVP Comments: N/A Attending: Yes Sheree HolmesNA RSVP Comments: N/A Attending: Yes Russell Holmes Baystate Financial RSVP Comments: N/A Attending: Yes John Homan SCS Financial RSVP Comments: N/A Attending: Yes Lilli Homer SCS Financial RSVP Comments: N/A Attending: Yes Nicole Hostettler Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Lisa Hudson The Washington Trust Company RSVP Comments: N/A Attending: Yes Jon Hughes KLR RSVP Comments: N/A Attending: Yes Caitlin Hurley Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Nicole Jackson Leslie Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Alyssa JasiakTonneson & Co RSVP Comments: N/A Attending: Yes Dale Kaiser Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Rachel Kalin Bass, Doherty & Finks, P.C RSVP Comments: N/A Attending: Yes Mark Kane CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes David Keefe 4-Point Financial RSVP Comments: N/A Attending: Yes Kristin Kelley KLR RSVP Comments: N/A Attending: Yes Alex Kennedy Goldman Sachs RSVP Comments: N/A Attending: Yes John Kessinger Winged Keel Group RSVP Comments: N/A Attending: Yes Erika KimNutter, McClennan, & Fish, LLP RSVP Comments: N/A Attending: Yes Tim King Merrill Lynch Private Banking & Investment Group RSVP Comments: N/A Attending: Yes William Kirchick Nutter, McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Mike Kitsis BNY Mellon RSVP Comments: N/A Attending: Yes Alisa Kreger Bank of America Private Bank RSVP Comments: N/A Attending: Yes Richard Kutia Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Tyler LambertBallentine Partners, LLC RSVP Comments: N/A Attending: Yes Melissa Langa Bove & Langa, PC RSVP Comments: N/A Attending: Yes Britton Leone Northern Trust RSVP Comments: N/A Attending: Yes Davina Lewis Hirsch Law LLC RSVP Comments: N/A Attending: Yes Steven LiakosMarcum LLP RSVP Comments: N/A Attending: Yes Matthew Lichtman Lichtman & Associates, LLC RSVP Comments: N/A Attending: Yes Jonathan Liebeskind Tenzing Insurance Strategies RSVP Comments: N/A Attending: Yes J.T. Ligget Penobscot Investment Management RSVP Comments: N/A Attending: Yes Amy Lonergan Day Pitney LLP RSVP Comments: N/A Attending: Yes Kathleen Longo SCS Financial RSVP Comments: N/A Attending: Yes Maggie Lopez ArentFox Schiff LLP RSVP Comments: N/A Attending: Yes Ryan Luks BNY Mellon RSVP Comments: N/A Attending: Yes Brian Lynch Lynch Insurance Group RSVP Comments: N/A Attending: Yes Rebecca MacGregor Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Jim Machinchick Lake Street Advisors, LLC RSVP Comments: N/A Attending: Yes Colleen MacPherson, CFA Penobscot Investment Management RSVP Comments: N/A Attending: Yes Elizabeth Madden Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Liz Malgari Abaris Financial Group RSVP Comments: N/A Attending: Yes Patricia Malley Burns & Levinson RSVP Comments: N/A Attending: Yes Robert Matson Robert A. Matson, CLU, ChFC, AEP RSVP Comments: N/A Attending: Yes marie matterazzo Vault Insurance RSVP Comments: N/A Attending: Yes Ruth Mattson Verrill Dana, LLP RSVP Comments: N/A Attending: Yes Timothy McBride Bessemer Trust RSVP Comments: N/A Attending: Yes Shamus McBride Goldman Sachs RSVP Comments: N/A Attending: Yes Stephen McCabe Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Andy McGlynn Goldman Sachs RSVP Comments: N/A Attending: Yes Caroline McKay CIBC Private Wealth RSVP Comments: N/A Attending: Yes Karen McKenna Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Drew McMorrowBallentine Partners, LLC RSVP Comments: N/A Attending: Yes Miguelina Mercedes ArentFox Schiff LLP RSVP Comments: N/A Attending: Yes Matt Metsch Brown Advisory RSVP Comments: N/A Attending: Yes Anna Miao Bank of America Private Bank RSVP Comments: N/A Attending: Yes Beth Milkovits Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Peter Miller Mintz Levin RSVP Comments: N/A Attending: Yes Joshua Miller Acadia Management Co. RSVP Comments: N/A Attending: Yes Brayden Minahan Welch & Forbes LLC RSVP Comments: N/A Attending: Yes Michael Mingolelli Winged Keel Group RSVP Comments: N/A Attending: Yes Thomas Mitchell Sconset Wealth Management RSVP Comments: N/A Attending: Yes Imelda Monaghan Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Kevin Mooney Covr Financial RSVP Comments: N/A Attending: Yes Sarah Moore The Coyle Company RSVP Comments: N/A Attending: Yes Kraig Moore JDJ Family Office Services RSVP Comments: N/A Attending: Yes William Moran Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Brien Moriarty BNY Mellon RSVP Comments: N/A Attending: Yes Linda Mui KLR RSVP Comments: N/A Attending: Yes Frank Mule Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Stacy Mullaney Goldman Sachs RSVP Comments: N/A Attending: Yes Brett Murdoch SCS Financial RSVP Comments: N/A Attending: Yes Rebecca Mutch Bank of America Private Bank RSVP Comments: N/A Attending: Yes Paul Nadeau KLR RSVP Comments: N/A Attending: Yes Matthew Naumec Winged Keel Group RSVP Comments: N/A Attending: Yes Matthew Naumec Winged Keel Group RSVP Comments: N/A Attending: Yes Sonya Nersessian Sonya Nersessian, Attorney RSVP Comments: N/A Attending: Yes Dimitri Nionakis 42 North Private Bank RSVP Comments: N/A Attending: Yes Colleen Noonan Squillace & Associates, P.C. RSVP Comments: N/A Attending: Yes Laurie Novak Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Keiron O Brien Sandy Cove Advisors RSVP Comments: N/A Attending: Yes Ryan O'Connell SCS Financial RSVP Comments: N/A Attending: Yes Shannon O'Connor Nutter, McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Amy Ofrias Gelineau & Kline RSVP Comments: N/A Attending: Yes Susan O'Grodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith Hub International New England LLC RSVP Comments: N/A Attending: Yes Jaclyn O'Leary Day Pitney LLP RSVP Comments: N/A Attending: Yes Alex Olson Rockland Trust RSVP Comments: N/A Attending: Yes Melissa Olszak Lake Street Advisors RSVP Comments: N/A Attending: Yes Jim O'Neil Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Lindsy Owens BNY Mellon RSVP Comments: N/A Attending: Yes Alanna Paiva SCS Financial RSVP Comments: N/A Attending: Yes Lucas Parker Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Nick ParseghianMarcum LLP RSVP Comments: N/A Attending: Yes Jock Payten Nubian Square Investment Advisors RSVP Comments: N/A Attending: Yes Adrienne Penta Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Christopher Perry The Northern Trust Company RSVP Comments: N/A Attending: Yes Chris PetronioVerrill RSVP Comments: N/A Attending: Yes Amy Phelan Tonneson & Co RSVP Comments: N/A Attending: Yes Asa Phillips Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Minerva Pinto Goldman Sachs RSVP Comments: N/A Attending: Yes Ivan Pirzada Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Caroline Plansky Bank of America Private Bank RSVP Comments: N/A Attending: Yes Allison Post Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Allie PowellNorthern Trust RSVP Comments: N/A Attending: Yes Moriah PrestonDay Pitney LLP RSVP Comments: N/A Attending: Yes Cassandra Prince Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Sid Queler Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Renee Quinn Foundation for MetroWest RSVP Comments: N/A Attending: Yes Cameron Rahbar Anchor Capital RSVP Comments: N/A Attending: Yes David Raymon Burns & Levinson RSVP Comments: N/A Attending: Yes Beth Raymond CAPTRUST RSVP Comments: N/A Attending: Yes Laura Riccio Fedele & Murray, P.C. RSVP Comments: N/A Attending: Yes Susan A. Robb Day Pitney LLP RSVP Comments: N/A Attending: Yes Allison Robinson Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Caitlin Roos Bank of America Private Bank RSVP Comments: N/A Attending: Yes Jennifer Rosenbaum Bank of America Private Bank RSVP Comments: N/A Attending: Yes Jill RotatoriBoston Estate Planning Council RSVP Comments: N/A Attending: Yes Cassie Rotman Power 10 Advisory Partners/Northwestern Mutual RSVP Comments: N/A Attending: Yes Ralph Rotman Power 10 Advisory Partners/Northwestern Mutual RSVP Comments: N/A Attending: Yes Elliot Rotstein Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Judith Rowland Moody, Lynn, Lieberson& Walker LLC RSVP Comments: N/A Attending: Yes Rob Rudnick First Republic RSVP Comments: N/A Attending: Yes Alison Russo Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Christopher Ruta Heritage Financial Services RSVP Comments: N/A Attending: Yes Ali Rybicki Lake Street Advisors, LLC RSVP Comments: N/A Attending: Yes Kathleen Sablone Boston Financial Management RSVP Comments: N/A Attending: Yes Mel Sagan Mintz Levin RSVP Comments: N/A Attending: Yes Robert Sanders Woodstock Corporation RSVP Comments: N/A Attending: Yes Sandra Saner Bank of America Private Bank RSVP Comments: N/A Attending: Yes Vincent Sanone Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Matthew Santangelo BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Katie SappDay Pitney LLP RSVP Comments: N/A Attending: Yes Steve Sarcione JDJ Family Office Services RSVP Comments: N/A Attending: Yes Judith Saxe CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Joseph Scanga Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes cory schauer AlexBrown RSVP Comments: N/A Attending: Yes Timothy Schmidt Mercer Global Advisors RSVP Comments: N/A Attending: Yes William Schmidt Schmidt & Federico, P.C. RSVP Comments: N/A Attending: Yes Mary Schmidt Verrill Dana, LLP RSVP Comments: N/A Attending: Yes Randy Schneider Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Jordana Schreiber Day Pitney LLP RSVP Comments: N/A Attending: Yes Nathan Schroeder Empire Valuation Consultants, LLC RSVP Comments: N/A Attending: Yes Janet Schwartz Self-employed RSVP Comments: N/A Attending: Yes Lawrence Schwartz L A Schwartz CPA RSVP Comments: N/A Attending: Yes Meaghan Schweitzer Neuberger Berman RSVP Comments: N/A Attending: Yes Cameron Scott BerryDunn RSVP Comments: N/A Attending: Yes Courtney Scott Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Robb Scott Mariner Wealth Advisors RSVP Comments: N/A Attending: Yes Heidi Seely Day Pitney LLP RSVP Comments: N/A Attending: Yes carrie Seligman Bank of America Private Bank RSVP Comments: N/A Attending: Yes Marshall Senterfitt Goulston & Storrs RSVP Comments: N/A Attending: Yes Elisabeth Sexton Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Nick Sharis SCS Financial RSVP Comments: N/A Attending: Yes Katherine M. Sheehan SVB Private a division of First Citizens Bank RSVP Comments: N/A Attending: Yes Joel Sherman McLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Nikki Marie Sherwood Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Kristin Shirahama Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Brandon Sievers BNY Mellon RSVP Comments: N/A Attending: Yes Debra SilbersteinBurns & Levinson RSVP Comments: N/A Attending: Yes David Silvian Day Pitney LLP RSVP Comments: N/A Attending: Yes Jacob Simon Cherry Tree Legal, PLLC RSVP Comments: N/A Attending: Yes Haley Slack BNY Mellon RSVP Comments: N/A Attending: Yes Caroline Smith Hindman Auctions & Appraisals RSVP Comments: N/A Attending: Yes Reed Smith Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Noreen Snow Brown Brothers Harriman RSVP Comments: N/A Attending: Yes allen snyder northwestern mutual RSVP Comments: N/A Attending: Yes Molly Soiffer Bove & Langa, P.C. RSVP Comments: N/A Attending: Yes Michelle SoufanBallentine Partners, LLC RSVP Comments: N/A Attending: Yes Elisabeth Spector Nutter, McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Nikkisha SpencerJDJ Family Office Services RSVP Comments: N/A Attending: Yes Craig Standish Brown Advisory RSVP Comments: N/A Attending: Yes Jon Steffensen McLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Kurt Steinkrauss Mintz Levin RSVP Comments: N/A Attending: Yes Christian Stone PNC Private Bank RSVP Comments: N/A Attending: Yes Joni Stone Unaffiliated RSVP Comments: N/A Attending: Yes Cameron Stonehouse Bank of America Private Bank RSVP Comments: N/A Attending: Yes Leslie Stonestreet New York Life RSVP Comments: N/A Attending: Yes Marilyn StoutNA RSVP Comments: N/A Attending: Yes David Strachan Dakota Wealth Management RSVP Comments: N/A Attending: Yes Vera SuTonneson & Co RSVP Comments: N/A Attending: Yes Mirna R. Succari, CFP®, CWS® JP Morgan Private Bank RSVP Comments: N/A Attending: Yes Christopher Suh The Wagner Law Group RSVP Comments: N/A Attending: Yes Johanna Sullivan Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Ryan Swartz McLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Melissa Sydney Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Barbara Targum Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Jane Taubner Barney TFC Financial RSVP Comments: N/A Attending: Yes Brad Taylor Citrin Cooperman RSVP Comments: N/A Attending: Yes Reena Thadhani Brown Advisory RSVP Comments: N/A Attending: Yes Brian Thompson Lake Street Advisors RSVP Comments: N/A Attending: Yes Philip TizzanoMcLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Catey Toner Wilmington Trust RSVP Comments: N/A Attending: Yes Kathleen Trachy Fortis Management Group LLC RSVP Comments: N/A Attending: Yes Rick Tyson Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Leah Upton Lake Street Advisors RSVP Comments: N/A Attending: Yes Morgan Usen Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Shawn Valliere Lake Street Advisors RSVP Comments: N/A Attending: Yes Jessica Varney KLR RSVP Comments: N/A Attending: Yes Elana Vasi-Smith JDJ Family Office Services RSVP Comments: N/A Attending: Yes XXX VerrillVerrill RSVP Comments: N/A Attending: Yes Brad VezinaMcLane Middleton, P.A. RSVP Comments: N/A Attending: Yes Robert Vigoda Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Maureen Villadelgado Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Katherine Von Kohorn Casner & Edwards, LLP RSVP Comments: N/A Attending: Yes Brian Walsh Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes John Walsh Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Seth Ward Brown Brothers Harriman & Co, Inc. RSVP Comments: N/A Attending: Yes Anne Warren Brown Brothers Harriman & Co. RSVP Comments: N/A Attending: Yes Sara WellsMorgan Lewis & Bockius LLP RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Karen Witherell Bove & Langa, P.C. RSVP Comments: N/A Attending: Yes Hugh Woodside Empire Valuation Consultants, LLC RSVP Comments: N/A Attending: Yes Emily Yiannis CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Nora Yousif, CFP®, CDFA®, CPFA RBC Wealth Management's Empower Wealth Group RSVP Comments: N/A Attending: Yes Rachel Ziegler Ziegler Legal Services RSVP Comments: N/A Attending: Yes Ryan Zimmerman MSA Financial RSVP Comments: N/A Attending: Yes Susan Zimmerman Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes
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