Boston Estate Planning Council

2025 Annual Gala Registration

Event Details

Registration List: 2025 Annual Gala Registration

Todd Angkatavanich

ArentFox Schiff

RSVP Comments: N/A

Attending: Yes

Caroline Baker Smith

Freeman's

RSVP Comments: N/A

Attending: Yes

Chris Perry

Northern Trust

RSVP Comments: N/A

Attending: Yes

Stephanie Addeo

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

John Allen

ALLEN BUSINESS ADVISORS

RSVP Comments: N/A

Attending: Yes

David Allen

N/a

RSVP Comments: N/A

Attending: Yes

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Thomas Ames

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Madison Amsberry

SCS Financial

RSVP Comments: N/A

Attending: Yes

Meaghan Anderson

Merill Lynch

RSVP Comments: N/A

Attending: Yes

David Appel

Appel Insurance Advisors LLC

RSVP Comments: N/A

Attending: Yes

LaGina Austin

Freeman's

RSVP Comments: N/A

Attending: Yes

Robert Avakian

Oppenheimer & Co., Inc.

RSVP Comments: N/A

Attending: Yes

Chris Avery

Cambridge Trust Wealth Management, a Division of Eastern Bank

RSVP Comments: N/A

Attending: Yes

Kelly Aylward

Goulston & Storrs

RSVP Comments: N/A

Attending: Yes

Nicole Bailey

Fortis Management Group

RSVP Comments: N/A

Attending: Yes

Martin Baker

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Robert Bannish

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Chris Barber

Doyle Auctioneers and Appraisers

RSVP Comments: N/A

Attending: Yes

Laura K. Barooshian

PKF O'Connor Davies, LLP

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

Catherine Bassick

Bassick Advisors Trust and Estates at Douglas Elliman Real Estate

RSVP Comments: N/A

Attending: Yes

Luke Bean

Rico, Murphy, Diamond & Bean, LLP

RSVP Comments: N/A

Attending: Yes

Joseph Beauchaine

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Emily Beekman

Corient

RSVP Comments: N/A

Attending: Yes

Tiffany Bentley

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Thomas Bentley

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Christina Blau

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Maurice Bortzfield

Kahn, Litwin, Renza & Co., Ltd.

RSVP Comments: N/A

Attending: Yes

Zachary Bourque

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Scott Brace

Empire Valuation Consultants, LLC

RSVP Comments: N/A

Attending: Yes

Sydney Brady

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

John, W Breedlove

The Moody Street Group

RSVP Comments: N/A

Attending: Yes

John, W Breedlove

The Moody Street Group

RSVP Comments: N/A

Attending: Yes

Kenneth Brier

Brier Marandett & Rossetti LLP

RSVP Comments: N/A

Attending: Yes

Kelly Broderick

Cambridge Trust/Eastern Bank

RSVP Comments: N/A

Attending: Yes

Toni Brogna

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Amy Brown

Commonwealth Trust Company

RSVP Comments: N/A

Attending: Yes

Hannah Burke

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Bradford Cadigan

Diversified Financial Management

RSVP Comments: N/A

Attending: Yes

Hether Cahill

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Steven Carr

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Karen Carroll

Cottage Caregivers, LLC

RSVP Comments: N/A

Attending: Yes

Melissa Chang

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Kyle Charlot

Brown Brothers Harriman & Co.

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

Jessica Clancy

Tonneson + Co

RSVP Comments: N/A

Attending: Yes

Leonard Clark

CBIZ

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

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

Kate Constantino

Ganz Law Group

RSVP Comments: N/A

Attending: Yes

Erin Cooper

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Sarah Cortinez

Nutter

RSVP Comments: N/A

Attending: Yes

Gina Costello

JP Morgan

RSVP Comments: N/A

Attending: Yes

Stephen Coulter

Planned Lifetime Assistance Network of MA and RI, Inc.

RSVP Comments: N/A

Attending: Yes

Marlee Cowan

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Kathryn Craig

DOYLE Auctioneers & Appraisers

RSVP Comments: N/A

Attending: Yes

Elizabeth Crowley

Bowditch

RSVP Comments: N/A

Attending: Yes

Lisa Cukier

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Eric Cunnane

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

David D'Amico

Cambridge Trust Company

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Kaitlin DeMartin

CBIZ

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

Carter Denton

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Manish Deopura

Cottage Caregivers, LLC

RSVP Comments: N/A

Attending: Yes

Ashish Deopura

Cottage Caregivers, LLC

RSVP Comments: N/A

Attending: Yes

Gary Domoracki

Oppenheimer & Co., INC

RSVP Comments: N/A

Attending: Yes

Erin Donahue

Dalton & Finegold

RSVP Comments: N/A

Attending: Yes

John Donahue

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Chris Doyle

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Michelle DuBois

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Rich Dunsmore

Arons & Dunsmore Insurance Agency

RSVP Comments: N/A

Attending: Yes

Kristin Dzialo

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Todd Eckler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Callie Enfield

Commonwealth Financial Group

RSVP Comments: N/A

Attending: Yes

Dave Erlich

Cambridge Trust Wealth Management

RSVP Comments: N/A

Attending: Yes

Robert Fantozzi

Oppenheimer

RSVP Comments: N/A

Attending: Yes

Doug Farrington

CBIZ

RSVP Comments: N/A

Attending: Yes

Susan Farris

CIBC Private Wealth Management

RSVP Comments: N/A

Attending: Yes

David Ferris

Morgan Stanley Wealth Management

RSVP Comments: N/A

Attending: Yes

Brandon Fink

Claro Advisors

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

Jennifer Flanagan

Mirick

RSVP Comments: N/A

Attending: Yes

Christine Fletcher

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Kenneth Foraste

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Christopher Fox

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Elle Francione

Fifth Grade

RSVP Comments: N/A

Attending: Yes

Brian Francione

The TJX Companies

RSVP Comments: N/A

Attending: Yes

Thomas Francione

Loring, Wolcott & Coolidge Trust, LLC

RSVP Comments: N/A

Attending: Yes

David Friedman

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Caroline Gaffney

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Kristina Gallo

FFT Wealth Management

RSVP Comments: N/A

Attending: Yes

Anthony Galvagna

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Holly Gately

USI Insurance Services

RSVP Comments: N/A

Attending: Yes

Marilyn Gentilotti

Cushing & Dolan, P.C.

RSVP Comments: N/A

Attending: Yes

Marc Gillette

Fred C. Church Insurance

RSVP Comments: N/A

Attending: Yes

Larry Gingrow

Corient

RSVP Comments: N/A

Attending: Yes

Caitlyn Glynn

Nutter

RSVP Comments: N/A

Attending: Yes

Laura Godine

Corient

RSVP Comments: N/A

Attending: Yes

Willie Goldwasser

Goldwasser & Company, LLC

RSVP Comments: N/A

Attending: Yes

Michael Goss

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Bill Graham

JPMorgan Advisors

RSVP Comments: N/A

Attending: Yes

Meredith Greene

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Greg Gullickson

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Chris Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Rick Gulman

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Thomas Hagstrom, CFA

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Travis Hall

Leader Bank

RSVP Comments: N/A

Attending: Yes

Mitchell Halpern

KLR

RSVP Comments: N/A

Attending: Yes

Justin Hannan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Clare Harker

SCS Financial

RSVP Comments: N/A

Attending: Yes

Drew W. Harker

Bernstein Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Heather Harris

Day Pitney

RSVP Comments: N/A

Attending: Yes

Drew Harrod

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Megan Hathaway Foy

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Abbey Henderson

Abaris Financial Group LLC

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Matthew Hillery

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Jillian Hirsch

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Katie Hislop

McLane Middleton

RSVP Comments: N/A

Attending: Yes

Stephanie Hood

The Hood Firm, PC

RSVP Comments: N/A

Attending: Yes

Nicole Hostettler

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Melissa Jacoby

GW&K

RSVP Comments: N/A

Attending: Yes

Alyssa Jasiak

Tonneson + Co

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Mark Kane

CIBC

RSVP Comments: N/A

Attending: Yes

David F. Keefe

4-Point Financial

RSVP Comments: N/A

Attending: Yes

Tyler Kelly

Deloitte Tax LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Kenealy

Katapult Financial Planning

RSVP Comments: N/A

Attending: Yes

Randy Kinard

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Jody King

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Tim King

Merrill Lynch Private Banking & Investment Group

RSVP Comments: N/A

Attending: Yes

Bill Kirchick

Nutter

RSVP Comments: N/A

Attending: Yes

Megan Knox

McDonald & Kanyuk, PLLC

RSVP Comments: N/A

Attending: Yes

Kenneth Knox

Tenzing Insurance Strategies

RSVP Comments: N/A

Attending: Yes

David Koop

IQEQ Trust Company

RSVP Comments: N/A

Attending: Yes

Richard Kutia

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

Ian Lawson

North River Home Care

RSVP Comments: N/A

Attending: Yes

Ian Lawson

North River Home Care

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency

RSVP Comments: N/A

Attending: Yes

Carolyn Leslie

CBIZ

RSVP Comments: N/A

Attending: Yes

Jeff Levin

KLR

RSVP Comments: N/A

Attending: Yes

Steven Liakos

CBIZ

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

Logan Liljeberg

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Tova Litwak

Trove FS, LLC

RSVP Comments: N/A

Attending: Yes

Debbi Logan

Minute Women Home Care

RSVP Comments: N/A

Attending: Yes

Amy Lonergan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Maggie Lopez

ArentFox Schiff LLP

RSVP Comments: N/A

Attending: Yes

Peter Loukas

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

Evan Macedo

Sapers & Wallack, Inc.

RSVP Comments: N/A

Attending: Yes

Rebecca MacGregor

Bowditch

RSVP Comments: N/A

Attending: Yes

Tarlow TBD Macheras

Tarlow, Breed, Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Jim Machinchick

The Oglethorpe Collective

RSVP Comments: N/A

Attending: Yes

Noelle Maffeo

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Richelle Maguire

PKF O'Connor Davies, LLP

RSVP Comments: N/A

Attending: Yes

Kathleen Mallows

HUB Private Client Group

RSVP Comments: N/A

Attending: Yes

Craig Mancusi

Marsh Private Client Services

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

Erin Matson Murdock

Robert A Matson CLU, ChFC, AEP

RSVP Comments: N/A

Attending: Yes

Garett May

PLAN of MA & RI, Inc.

RSVP Comments: N/A

Attending: Yes

Lisa May

PLAN of MA & RI, Inc.

RSVP Comments: N/A

Attending: Yes

Timothy McBride

Bessemer Trust

RSVP Comments: N/A

Attending: Yes

Geoff McDonald

IQ-EQ

RSVP Comments: N/A

Attending: Yes

Ryan McEniff

Minute Women Home Care

RSVP Comments: N/A

Attending: Yes

Scott McGill

Cambridge Trust/Eastern Bank

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Brian McGoldrick

N/a

RSVP Comments: N/A

Attending: Yes

Jack McGoldrick

N/a

RSVP Comments: N/A

Attending: Yes

Samantha McGoldrick

N/a

RSVP Comments: N/A

Attending: Yes

Joan McGrath

PLAN of MA & RI, Inc.

RSVP Comments: N/A

Attending: Yes

Caroline McKay

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Matthew McKenzie

Thomas Brady & Associates

RSVP Comments: N/A

Attending: Yes

Kelly McKernan

Appleton Partners

RSVP Comments: N/A

Attending: Yes

Kevin McQuaid

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Matthew Meikleham

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Joanne Melanson

Rice, Heard & Bigelow, Inc.

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

Samantha Mills

Wilmingon Trust

RSVP Comments: N/A

Attending: Yes

Brayden Minahan

Wilmington Trust

RSVP Comments: N/A

Attending: Yes

Brendan Mitchell

Market Street Trust Company

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Bill Moran

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

William Morgan

Harris Beach Murtha PLLC

RSVP Comments: N/A

Attending: Yes

Stacy Mullaney

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Whitney Mullare

Marsh MMA Private Client Services

RSVP Comments: N/A

Attending: Yes

J. Daniel Murphy

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Greg Murphy

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Greg Murphy

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Sonya Nersessian

Sonya Nersessian, Attorney

RSVP Comments: N/A

Attending: Yes

Tom Nonnweiler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Colleen Noonan

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Forrest Nugent

Trove

RSVP Comments: N/A

Attending: Yes

Kathleen OBrien

Bonhams Skinner

RSVP Comments: N/A

Attending: Yes

Greg O'Connell

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Susan Ogrodnik-Smith

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

Jaclyn O'Leary

Goulston & Storrs

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

CAPTRUST

RSVP Comments: N/A

Attending: Yes

James O'Neil

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Albana Orgocka

Choate, Hall & Stewart LLP

RSVP Comments: N/A

Attending: Yes

Lindsy Owens

Harvest Wealth Management

RSVP Comments: N/A

Attending: Yes

Samantha Owens

JC Hilario, P.C.

RSVP Comments: N/A

Attending: Yes

Luke Parker

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Nick Parseghian

CBIZ

RSVP Comments: N/A

Attending: Yes

Elisa Pasche

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Chistopher Payer

Highland Capital

RSVP Comments: N/A

Attending: Yes

Matthew Perron

Burbank Wealth Management

RSVP Comments: N/A

Attending: Yes

Christopher Perry

Northern Trust

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

Calvin Place

Diversified Financial Management

RSVP Comments: N/A

Attending: Yes

Allie Powell

Northern Trust

RSVP Comments: N/A

Attending: Yes

Cassandra Prince

Nutter

RSVP Comments: N/A

Attending: Yes

Ruzanna Queenan

Queenvest LLC

RSVP Comments: N/A

Attending: Yes

Sid Queler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Thomas Rabon

IQ EQ Trust Company

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar

Howland Capital

RSVP Comments: N/A

Attending: Yes

JOHN RAMSEY

Goulston & Storrs PC

RSVP Comments: N/A

Attending: Yes

David Raymon

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

TJ Reardon

HUB Private Client Group

RSVP Comments: N/A

Attending: Yes

Kendall Reed

Winston Art Group

RSVP Comments: N/A

Attending: Yes

Mariel Rheingold

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Susan Robb

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Jeffrey Roberts

Nutter

RSVP Comments: N/A

Attending: Yes

Jillian Robillard

Bass Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Allison Robinson

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Phillip Rothman

New Jersey Life & Casualty

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Rob Rudnick

Bank of America Private Bank

RSVP Comments: N/A

Attending: Yes

Kylie Ruschioni

Trove

RSVP Comments: N/A

Attending: Yes

Christopher Ruta

Heritage Financial Services

RSVP Comments: N/A

Attending: Yes

Adam Rutledge

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Annasophia Salvia

Koiles Pratt Family Law Group

RSVP Comments: N/A

Attending: Yes

Matthew Santangelo

Private Trustee

RSVP Comments: N/A

Attending: Yes

Aviva Sapers

Sapers & Wallack, Inc.

RSVP Comments: N/A

Attending: Yes

Kaitlyn Sapp

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Nicholas Saretta

CBIZ

RSVP Comments: N/A

Attending: Yes

Sara Sarkis

Cambridge Trust/Eastern Bank

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

Timothy Scanlan

Bass, Doherty & Finks PC

RSVP Comments: N/A

Attending: Yes

Yuliya Scharf

Hirsch Law LLC

RSVP Comments: N/A

Attending: Yes

Cory Schauer

Ashton Thomas

RSVP Comments: N/A

Attending: Yes

Chris Schleer

Trove

RSVP Comments: N/A

Attending: Yes

Noah Schlesinger

AllianceBernstein

RSVP Comments: N/A

Attending: Yes

Mary Schmidt

Verrill Dana, LLP

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

Heidi Seely

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Brian Sergenian

MLG Capital

RSVP Comments: N/A

Attending: Yes

Dan Shea

Bernstein Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Joel Sherman

McLane Middleton

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Erich Smith

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove Langa Witherell & Soiffer P.C.

RSVP Comments: N/A

Attending: Yes

Lynn Sommer

BDO USA, LLP

RSVP Comments: N/A

Attending: Yes

Nikkisha Spencer

Trove

RSVP Comments: N/A

Attending: Yes

Mark Squillacioti

Loring, Wolcott & Coolidge Trust

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Joni Stone

FL Putnam

RSVP Comments: N/A

Attending: Yes

Wolfgang Suess

Great Point Capital

RSVP Comments: N/A

Attending: Yes

Christopher Suh

The Wagner Law Group

RSVP Comments: N/A

Attending: Yes

Christopher Sutherland

Appleton Partners

RSVP Comments: N/A

Attending: Yes

Cassandra Swanson

Tonneson + Co

RSVP Comments: N/A

Attending: Yes

Ryan Swartz

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

James Talalas

Market Street Trust Company

RSVP Comments: N/A

Attending: Yes

Barbara Targum

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Zachary Taylor

Blue Herring, LLC.

RSVP Comments: N/A

Attending: Yes

Philip Tizzano

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Kyle Tracey

SCS Financial

RSVP Comments: N/A

Attending: Yes

Kathleen Trachy

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

David Valente

Tarlow Breed Hart & Rodgers, P.C.

RSVP Comments: N/A

Attending: Yes

Elana Vasi-Smith

Trove

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Maureen Villadelgado

Gilmore Rees & Carlson PC

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Katherine Von Kohorn

Casner & Edwards, LLP

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Christopher Voukides

Day Pitney LLP

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Jacqueline Waite

Atwater Wealth Management

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Amiel Weinstock

AZW Law, P.C.

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Drew Wilde

FFT Wealth Management

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Johanna Wise Sullivan

Nutter

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Karen L. Witherell

Bove Langa Witherell & Soiffer P.C.

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Hugh Woodside

Empire Valuation Consultants, LLC

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Emily Yiannis

CIBC - Private Wealth Management

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Marc Zwetchkenbaum

Marc Z Legal Staffing

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Upcoming Events more

10/28/2025
Members Only: BEPC Roundtable Breakfast

10/29/2025
Networking in Full Swing: BEPC at Topgolf

11/5/2025
The Council Table: A Member Involvement Event

11/12/2025
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.

11/12/2025
The Exchange: Presenting Financial Information to Non-Financial People

Registration List: 2025 Annual Gala Registration

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