Registration List: 2023 Heckerling Recap: Panel Discussion
Thomas Ames  Morgan Stanley RSVP Comments: N/A Attending: Yes Robert Arone Orsi, Arone, Rothenberg, Turner RSVP Comments: N/A Attending: Yes Susan A. Atlas Susan A. Atlas, Esq., LL.M RSVP Comments: N/A Attending: Yes Julie Barron CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Timothy Bell Self RSVP Comments: N/A Attending: Yes Aaron Beltrami Crestwood Advisors RSVP Comments: N/A Attending: Yes Jared Bishop Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Susan Black Boston Financial Management RSVP Comments: N/A Attending: Yes Alda Boateng Venable RSVP Comments: N/A Attending: Yes Michael Broderick Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes Thomas Brosnan J. M. Forbes & Co. LLP RSVP Comments: N/A Attending: Yes Ryan Brunell Wolf & Company, P.C. RSVP Comments: N/A Attending: Yes Hillary Burr Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Deana Calderon Wolf & Company, P.C. RSVP Comments: N/A Attending: Yes Steven Carr Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Joshua Caswell Choate, Hall & Stewart LLP RSVP Comments: N/A Attending: Yes Michael Cecere Gray, Gray & Gray LLP RSVP Comments: N/A Attending: Yes Regina Cheung Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Zachary Chupak Bowditch RSVP Comments: N/A Attending: Yes Leonard Clark Marcum LLP RSVP Comments: N/A Attending: Yes Liza Connelly CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Michael Curran BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Joseph Darby Joseph Darby Law PC RSVP Comments: N/A Attending: Yes Herb Daroff Baystate Financial Services, LLC RSVP Comments: N/A Attending: Yes Lauren Desforge Cerity Partners RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Jeremiah Doyle, IV, Esq. BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Steven Dray Zevin Asset Management, LLC RSVP Comments: N/A Attending: Yes Michelle DuBois Winston Art Group RSVP Comments: N/A Attending: Yes Kristin Dzialo Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Paige Earls Crestwood Advisors RSVP Comments: N/A Attending: Yes Annette Eaton Northern Trust RSVP Comments: N/A Attending: Yes Gary Emond Wolf and Company, PC RSVP Comments: N/A Attending: Yes Lisa Extance Wolf and Company, PC RSVP Comments: N/A Attending: Yes Brian Ferraro Rockefeller Capital Management RSVP Comments: N/A Attending: Yes Lauren Finn Pathstone RSVP Comments: N/A Attending: Yes Kristina Foreman Boston Financial Management LLC RSVP Comments: N/A Attending: Yes Christopher Fox Day Pitney LLp RSVP Comments: N/A Attending: Yes Dara Lynn Freytag Tarlow Breed Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Lynda Furash Furash Law, LLC RSVP Comments: N/A Attending: Yes Laura Godine CI Eaton Private Wealth RSVP Comments: N/A Attending: Yes Danielle R. Greene SVB Private RSVP Comments: N/A Attending: Yes Alex Gross Cerity Partners RSVP Comments: N/A Attending: Yes Richard Gulman DGC/PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Pamela Halter Howland Capital Management RSVP Comments: N/A Attending: Yes Michelle Harden Tonneson & Co RSVP Comments: N/A Attending: Yes Jason Heman JDJ Family Office Services LLC RSVP Comments: N/A Attending: Yes Matthew Hillery Goulston & Storrs, PC RSVP Comments: N/A Attending: Yes Andrew Hochberg Tamkin & Hochberg, LLP RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Madison Houck Wolf & Company, P.C. RSVP Comments: N/A Attending: Yes Lisa Hudson The Washington Trust Company RSVP Comments: N/A Attending: Yes Nicole Jackson Leslie Brown Brothers Harriman RSVP Comments: N/A Attending: Yes William Jarry BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Kathleen Kazmarek FTS US Inc. RSVP Comments: N/A Attending: Yes Jody King Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Matthew Lichtman Lichtman & Associates, LLC RSVP Comments: N/A Attending: Yes Katie Lombardi SVB Private Bank RSVP Comments: N/A Attending: Yes Ryan Luks BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Brooke Manfredi Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Kenneth Masters Winged Keel Group RSVP Comments: N/A Attending: Yes Robert Matson Robert A. Matson, CLU, ChFC, AEP RSVP Comments: N/A Attending: Yes Lisa May PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Joan McGrath PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Ashley McKay PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Kristin McKenna Darrow Wealth Management RSVP Comments: N/A Attending: Yes Lisa Melpignano Boston Trust Walden RSVP Comments: N/A Attending: Yes Susan Murphy WithumSmith+Brown, PC RSVP Comments: N/A Attending: Yes Matthew Naumec Winged Keel Group RSVP Comments: N/A Attending: Yes Alyson Nickse Crestwood Advisors RSVP Comments: N/A Attending: Yes Tiffany O'Connell O'Connell Law LLC RSVP Comments: N/A Attending: Yes Greg O'Connell The Coyle Company RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Lindsy Owens BNY Wealth Management RSVP Comments: N/A Attending: Yes Mary Pajak Pierce Atwood LLP RSVP Comments: N/A Attending: Yes Lucas Parker Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Christopher Perry Northern Trust RSVP Comments: Thank you! Attending: Yes Amy Phelan Tonneson & Co RSVP Comments: N/A Attending: Yes Rebecca Pouliot CAPTRUST RSVP Comments: N/A Attending: Yes Alexander Powell The Northern Trust Company RSVP Comments: N/A Attending: Yes John Przybylski Pathstone 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 Andrew Richardson Brighton Jones RSVP Comments: N/A Attending: Yes Ralph Rotman Northwestern Mutual RSVP Comments: N/A Attending: Yes Kathleen Sablone Boston Financial Management RSVP Comments: N/A Attending: Yes Mirele Sagan Mintz Levin RSVP Comments: N/A Attending: Yes Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Judith Saxe CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Iris Taymore Schnitzer Law Office of Iris Taymore Schnitzer RSVP Comments: N/A Attending: Yes Lawrence Schwartz L.A. Schwartz CPA RSVP Comments: N/A Attending: Yes Heidi Seely Day Pitney RSVP Comments: N/A Attending: Yes Katherine M. Sheehan SVB Private RSVP Comments: N/A Attending: Yes Brandon Sievers BNY Mellon Wealth Management RSVP Comments: N/A Attending: Yes David Silvian Day Pitney, LLP RSVP Comments: N/A Attending: Yes Haley Slack BNY Mellon WM RSVP Comments: N/A Attending: Yes Kathleen Smith The Washington Trust Company RSVP Comments: N/A Attending: Yes William Speciale Cerity Partners RSVP Comments: N/A Attending: Yes Leanne Stafford PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Christian Stone PNC Private Bank RSVP Comments: N/A Attending: Yes Leslie Stonestreet New York Life Insurance RSVP Comments: N/A Attending: Yes Mirna R. Succari, CFP®, CWS® JP Morgan Private Bank RSVP Comments: N/A Attending: Yes Brian Thompson Lake Street Advisors RSVP Comments: N/A Attending: Yes Paige Thomson Wolf & Company, P.C. RSVP Comments: N/A Attending: Yes Anne Tiffin Brown Advisory RSVP Comments: N/A Attending: Yes Kathleen Trachy Fortis Management Group LLC RSVP Comments: N/A Attending: Yes Scott Treacy PKF O'Connor Davies Advisory, LLC RSVP Comments: N/A Attending: Yes Wing Yee Tsoi Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Maureen Villadelgado Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Christina Wiinikainen Wolf & Company P.C. RSVP Comments: N/A Attending: Yes Marissa Wilkins Wolf & Company, P.C. RSVP Comments: N/A Attending: Yes Denise Yurkofsky Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Sahri Zeger CohnReznick LLP RSVP Comments: N/A Attending: Yes
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