Registration List: Roundtable Breakfast: Members Only *
Sarah M. Allen  Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Harrison Armstrong MERRILL LYNCH WEALTH MANAGEMENT RSVP Comments: N/A Attending: Yes Yvan Bodart F. L. Putnam Investment Management Company RSVP Comments: N/A Attending: Yes Zachary Bourque Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Antonietta Puopolo Brogna Fiduciary Trust of New England RSVP Comments: N/A Attending: Yes Terence Condren IEQ Capital LLC 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 Eric Denny RSM US LLP RSVP Comments: N/A Attending: Yes Lauren Desforge Cerity Partners RSVP Comments: N/A Attending: Yes Gillian DeSilva Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Annette Eaton Northern Trust Company RSVP Comments: N/A Attending: Yes Taylor Ferrara Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes David Ferraro Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Peter Fisher Foster Dykema Cabot RSVP Comments: N/A Attending: Yes Daniel Flanagan Canby Financial Advisors RSVP Comments: N/A Attending: Yes Kristina Foreman Boston Financial Management LLC RSVP Comments: N/A Attending: Yes Lynda Furash Furash Law, LLC RSVP Comments: N/A Attending: Yes Marc Gillette Fred C. Church Insurance RSVP Comments: N/A Attending: Yes Alexander Gross Cerity Partners RSVP Comments: N/A Attending: Yes Christopher Gullotti Canby Financial Advisors RSVP Comments: N/A Attending: Yes Richard Gulman PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Travis Hall Leader Bank RSVP Comments: N/A Attending: Yes Mark Haser Artemis Finanical Advisors, LLC 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 Rawson Hubbell RWA Wealth Partners RSVP Comments: N/A Attending: Yes Rachel Kalin Bass, Doherty & Finks, P.C RSVP Comments: N/A Attending: Yes Ruth Kennedy Sudduth LandVest, Inc. RSVP Comments: N/A Attending: Yes George Kimball Needham Advisory Corp RSVP Comments: N/A Attending: Yes Mark LaCamera Aureus Asset Management RSVP Comments: N/A Attending: Yes Tyler Lambert Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Melissa LangaBove & Langa, PC RSVP Comments: N/A Attending: Yes Marie LeBlanc Transitions Liquidation Services RSVP Comments: N/A Attending: Yes Amy LonerganDay Pitney, LLP RSVP Comments: N/A Attending: Yes Brian LynchLynch Insurance Group RSVP Comments: N/A Attending: Yes Brooke Manfredi FDC Family Office 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 JOHNSON O'CONNOR FERON & CARUCCI LLP RSVP Comments: N/A Attending: Yes Caroline McKay CIBC Private Wealth RSVP Comments: N/A Attending: Yes Micaela Mirabassi Bank of America Private Bank RSVP Comments: N/A Attending: Yes Linda Mui Kahn, Litwin, Renza & Co., Ltd RSVP Comments: N/A Attending: Yes Sonya Nersessian Sonya Nersessian, Attorney RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes Sarah J. O'Leary Clarkin & Phillips, PC RSVP Comments: N/A Attending: Yes David O'Neil Story Trust Publishing, LLC RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil Boston Financial Management Inc. RSVP Comments: N/A Attending: Yes Stephen Pepe Longbridge Financial, LLC 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 Ruzanna Queenan Queenvest LLC RSVP Comments: N/A Attending: Yes Kathleen Sablone Boston Financial Management RSVP Comments: N/A Attending: Yes Sandra Saner Bank of America Private Bank RSVP Comments: N/A Attending: Yes Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Judith SaxeCIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Randy Schneider Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Marjory Selig Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Mary Shahian Cerity Partners RSVP Comments: N/A Attending: Yes Katherine M. Sheehan Crestwood Advisors RSVP Comments: N/A Attending: Yes Nikki Marie Sherwood Nutter McClennen & Fish, LLP 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 Joni Stone FL Putnam RSVP Comments: N/A Attending: Yes Zachary Taylor Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Abby Thackston PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Kathleen Trachy Fortis Management Group LLC RSVP Comments: N/A Attending: Yes David Typermass Morgan Stanley Wealth Management RSVP Comments: N/A Attending: Yes Jessica Varney Kahn Litwin Renza & Co LTD RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes
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