Registration List: Hot Topic: Family Business Succession Planning After Connelly: Legal & Practical Considerations
Thomas Ames  Morgan Stanley RSVP Comments: N/A Attending: Yes Brett Barthelmeh Squillace & Associates, 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 Catherine Bassick Bassick Advisors Trust and Estates at Douglas Elliman Real Estate RSVP Comments: N/A Attending: Yes Emily Beekman Corient RSVP Comments: N/A Attending: Yes Sydney Blomstrom Rimon P.C. RSVP Comments: N/A Attending: Yes Michael Broderick Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes Jonathan Brummer Wells Fargo Advisors RSVP Comments: N/A Attending: Yes Katie Bullen Jordan Park Trust Company RSVP Comments: N/A Attending: Yes Timothy Burke Burke and Associates RSVP Comments: N/A Attending: Yes Jennifer Civitella Hilario JC Hilario, PC RSVP Comments: N/A Attending: Yes Leonard Clark CBIZ RSVP Comments: N/A Attending: Yes Allison Collins Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes David D'Amico Cambridge Trust Company RSVP Comments: N/A Attending: Yes Herb Daroff Baystate Financial Services, LLC RSVP Comments: N/A Attending: Yes Edward Darragh Merrill Lynch Wealth Management RSVP Comments: N/A Attending: Yes Kenneth Davis The Bulfinch Group RSVP Comments: N/A Attending: Yes Manish Deopura Cottage Caregivers, LLC RSVP Comments: N/A Attending: Yes Santo Dimino Highland Peak Wealth RSVP Comments: N/A Attending: Yes Tyler Dolan Rimon, PC RSVP Comments: N/A Attending: Yes Tyler Dolan Rimon, PC RSVP Comments: N/A Attending: Yes Vincent Domestico Northwestern Mutual RSVP Comments: N/A Attending: Yes John Donahue Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Julianne Donato Orsi Arone Rothenberg Turner, LLP RSVP Comments: N/A Attending: Yes Beata Dragovics Freedom Trail Financial RSVP Comments: N/A Attending: Yes Ryan Driscoll Heritage Financial Services, LLC RSVP Comments: N/A Attending: Yes Chris Duffy Capital Analysts of New England RSVP Comments: N/A Attending: Yes Richard Dunsmore Arons & Dunsmore Insurance Agency RSVP Comments: N/A Attending: Yes David Ferraro Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Kristina Foreman CAPTRUST RSVP Comments: N/A Attending: Yes Thomas Francione Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes Dara Lynn Freytag Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Andrew Frieze Frieze & Rosen LLC RSVP Comments: N/A Attending: Yes Martin Hall Hall & Diana 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 Melissa Jacoby GW&K RSVP Comments: N/A Attending: Yes David F. Keefe 4-Point Financial RSVP Comments: N/A Attending: Yes Donna Key BDO USA RSVP Comments: N/A Attending: Yes Mark LaCamera Aureus Asset Management RSVP Comments: N/A Attending: Yes Jenni Leisman Dessert Leisman Insurance RSVP Comments: N/A Attending: Yes Jenni Leisman Dessert Leisman Insurance Agency, Inc RSVP Comments: N/A Attending: Yes John LeVangie Anchor Capital Advisors LLC RSVP Comments: N/A Attending: Yes Jonathan Liebeskind Tenzing Insurance Strategies RSVP Comments: N/A Attending: Yes Jonathan Liebeskind Tenzing Insurance Strategies RSVP Comments: N/A Attending: Yes Brian Lynch Lynch Insurance Group RSVP Comments: N/A Attending: Yes Richelle Maguire PKF O'Connor Davies, LLP 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 Sean McCloskey, CLU, AEP MarshMcLennan RSVP Comments: N/A Attending: Yes Tucker McDonald US Advisory Group 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 Rory McNabb Atlantic Planning Group, LLC RSVP Comments: N/A Attending: Yes Micaela Mirabassi Bank of America Private Bank RSVP Comments: N/A Attending: Yes Brendan Mitchell Market Street Trust Company RSVP Comments: N/A Attending: Yes William Morgan Harris Beach Murtha PLLC RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes Sean Oliveira JPMorgan RSVP Comments: N/A Attending: Yes James O'Neil Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Christopher Perry Northern Trust RSVP Comments: N/A Attending: Yes Alexander Powell Northern Trust RSVP Comments: N/A Attending: Yes Cameron Rahbar Howland Capital RSVP Comments: N/A Attending: Yes Jennifer Reardon RBC Wealth Management RSVP Comments: N/A Attending: Yes Diane Roskies Offit RSVP Comments: N/A Attending: Yes Diane Roskies Offit RSVP Comments: N/A Attending: Yes Christopher Ruta Heritage Financial Services RSVP Comments: N/A Attending: Yes Sandra Saner Bank of America Private Bank RSVP Comments: N/A Attending: Yes Judith Saxe CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes Carter Scheetz Boston Wealth Strategies RSVP Comments: N/A Attending: Yes Lawrence Schwartz L.A. Schwartz CPA RSVP Comments: N/A Attending: Yes Cameron Scott BerryDunn RSVP Comments: N/A Attending: Yes Brian Sergenian MLG Capital RSVP Comments: N/A Attending: Yes Nikki Marie Sherwood Nutter McClennen & Fish, LLP RSVP Comments: N/A Attending: Yes Kathleen Smith Weston Financial/Washington Trust RSVP Comments: N/A Attending: Yes William Speciale Cerity Partners RSVP Comments: N/A Attending: Yes Melissa Sydney Tarlow, Breed, Hart & Rodgers, P.C. RSVP Comments: N/A Attending: Yes Zachary Taylor Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Kathleen Trachy Fortis Management Group LLC RSVP Comments: N/A Attending: Yes John Williams Capital Formation Group, Inc. RSVP Comments: N/A Attending: Yes Wei Xue New York Life - Eagle Strategies Corp RSVP Comments: N/A Attending: Yes SAHRI ZEGER CohnReznick LLP RSVP Comments: N/A Attending: Yes
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