Registration List: Members Only: 2025 Holiday Networking Reception

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

Meaghan Anderson

Merill Lynch

RSVP Comments: N/A

Attending: Yes

Catherine Bassick

Bassick Advisors Trust and Estates at Douglas Elliman Real Estate

RSVP Comments: N/A

Attending: Yes

Rachael Bator, CFP®, CPWA®

CMH Wealth

RSVP Comments: N/A

Attending: Yes

Emily Beekman

Corient

RSVP Comments: N/A

Attending: Yes

Anna Braman

RackiLaw, LLC

RSVP Comments: N/A

Attending: Yes

John, W Breedlove

The Moody Street Group

RSVP Comments: N/A

Attending: Yes

Margaret Brennan

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Joseph Cabrera

Argent Wealth Management

RSVP Comments: N/A

Attending: Yes

Colleen Carcone

TIAA

RSVP Comments: N/A

Attending: Yes

Nick Charleston

SCS Financial

RSVP Comments: N/A

Attending: Yes

Andrew Clark

CBIZ

RSVP Comments: N/A

Attending: Yes

Michael Cosentino

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Carter Denton

Brown Brothers Harriman

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

Matthew Dowd

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Todd Eckler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

David Ferris

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Peter Fisher

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Kristina Foreman

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Caroline Gaffney

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Marc Gillette

Fred C. Church Insurance

RSVP Comments: N/A

Attending: Yes

Drew W. Harker

Bernstein Private Wealth Management

RSVP Comments: N/A

Attending: Yes

Matthew Hillery

Goulston & Storrs, PC

RSVP Comments: N/A

Attending: Yes

Lilli Homer

SCS Financial

RSVP Comments: N/A

Attending: Yes

Nicole Jackson Leslie

SCS Financial

RSVP Comments: N/A

Attending: Yes

Melissa Jacoby

GW&K

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C

RSVP Comments: N/A

Attending: Yes

Ryan Kittredge

ClearPath Financial Partners

RSVP Comments: N/A

Attending: Yes

William Krause

Northern Trust

RSVP Comments: N/A

Attending: Yes

Matthew Lichtman

Lichtman & Associates, LLC

RSVP Comments: N/A

Attending: Yes

Sean Lynch

Merrill Lynch Wealth Management

RSVP Comments: N/A

Attending: Yes

Daniella MacRitchie

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

Marie Matterazzo

InterContinental Insurance Brokers

RSVP Comments: N/A

Attending: Yes

Kristen McVaugh

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

Matthew Meikleham

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Susan Ogrodnik-Smith

HUB International New England, LLC

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Elliot Rotstein

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Kathleen Sablone

CAPTRUST

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

Matthew Santangelo

Lorenz Private Trustees - NH

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

Nikki Marie Sherwood

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

Caroline Smith

Freeman's Auctions & Appraisals

RSVP Comments: N/A

Attending: Yes

Craig Standish

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

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

Jessica Varney

Tuxedo Tax & Consulting

RSVP Comments: N/A

Attending: Yes

Jacqueline Waite

Atwater Wealth Management

RSVP Comments: N/A

Attending: Yes

Amiel Weinstock

AZW Law, P.C.

RSVP Comments: N/A

Attending: Yes