Registration List: Members Only: BEPC Roundtable Breakfast
Thomas Ames  Morgan Stanley RSVP Comments: N/A Attending: Yes Martin Baker Canby Financial Advisors 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 CMH Wealth RSVP Comments: N/A Attending: Yes Luke Bean Rico, Murphy, Diamond & Bean, LLP RSVP Comments: N/A Attending: Yes Ryan Boren JP Morgan Private Bank RSVP Comments: N/A Attending: Yes Andrew Bostian Scout Valuations RSVP Comments: N/A Attending: Yes Zachary Bourque Rice, Heard & Bigelow, Inc. RSVP Comments: N/A Attending: Yes Julie Braverman Bruno Verrill Dana LLP RSVP Comments: N/A Attending: Yes Dylan Brix, CFA The Boston Family Office RSVP Comments: N/A Attending: Yes Toni Brogna Fiduciary Trust of New England RSVP Comments: N/A Attending: Yes Timothy Burke Burke and Associates RSVP Comments: N/A Attending: Yes Joseph Cabrera Argent Wealth Management RSVP Comments: N/A Attending: Yes Terence Condren IEQ Capital LLC RSVP Comments: N/A Attending: Yes Kate Constantino Ganz Law Group LLC RSVP Comments: N/A Attending: Yes Lauren Cosulich Summit Trail Advisors RSVP Comments: N/A Attending: Yes Kyle Cox Morgan Stanley RSVP Comments: N/A Attending: Yes Kenneth Davis The Bulfinch Group RSVP Comments: N/A Attending: Yes Debra Del Toro CBIZ 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 Annette Eaton Northern Trust Company RSVP Comments: N/A Attending: Yes Christine Ellsmore Choate, Hall & Stewart LLP RSVP Comments: N/A Attending: Yes David Ferraro Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Kevin Finin Rockefeller Capital Management RSVP Comments: N/A Attending: Yes Jennifer Flanagan Mirick O'Connell RSVP Comments: N/A Attending: Yes Daniel Flanagan Frank and Flanagan Wealth Advisors RSVP Comments: N/A Attending: Yes Thomas Francione Loring, Wolcott & Coolidge Trust, LLC RSVP Comments: N/A Attending: Yes Marc Gillette Fred C. Church Insurance RSVP Comments: N/A Attending: Yes Alison Glover Mintz Levin RSVP Comments: N/A Attending: Yes Jessica Grande LEVATUS Wealth Service RSVP Comments: N/A Attending: Yes Kaitlyn Greene Nixon Peabody LLP RSVP Comments: N/A Attending: Yes Alexander Gross Cerity Partners RSVP Comments: N/A Attending: Yes Chris Gullotti Canby Financial Advisors RSVP Comments: N/A Attending: Yes Thomas Hagstrom, CFA Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Lilli Homer 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 Mark LaCamera Aureus Asset Management RSVP Comments: N/A Attending: Yes Martin Lowenthal The Bulfinch Group RSVP Comments: N/A Attending: Yes Brooke Manfredi FDC Family Office RSVP Comments: N/A Attending: Yes Todd Mayo UBS RSVP Comments: N/A Attending: Yes Chris Mellen Valuation Research Corporation RSVP Comments: N/A Attending: Yes Preston Neal LPL Financial Services RSVP Comments: N/A Attending: Yes Susan Ogrodnik-Smith HUB International New England, LLC RSVP Comments: N/A Attending: Yes James O'Neil Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Alisa Kim O'Neil CAPTRUST 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 Christopher Perry Northern Trust RSVP Comments: N/A Attending: Yes Josh Peteet Bradley, Foster & Sargent, Inc. RSVP Comments: N/A Attending: Yes Deirdre Prescott Sandy Cove Advisors RSVP Comments: I am registering for the second session on Large IRAs Attending: Yes Cameron Rahbar Howland Capital RSVP Comments: N/A Attending: Yes Rajani Rizzo Boston 128 Companies RSVP Comments: N/A Attending: Yes Jillian W. Robillard Bass, Doherty & Finks, P.C. RSVP Comments: N/A Attending: Yes Allison Robinson Brown Brothers Harriman RSVP Comments: N/A Attending: Yes Jordana Schreiber Day Pitney RSVP Comments: N/A Attending: Yes Brian Sergenian MLG Capital RSVP Comments: N/A Attending: Yes Katherine M. Sheehan Crestwood Advisors RSVP Comments: N/A Attending: Yes Josh Silverstein Brecher, Wyner, Simons, Fox & Bolan, P.C. RSVP Comments: N/A Attending: Yes Kathleen Smith Washington Trust RSVP Comments: N/A Attending: Yes Melissa Sommer Darwin Trust Company, LLC RSVP Comments: N/A Attending: Yes Lynn Sommer BDO - Valuation RSVP Comments: N/A Attending: Yes William Speciale Cerity Partners RSVP Comments: N/A Attending: Yes Billy Spencer Crestwood Advisors RSVP Comments: N/A Attending: Yes Joni Stone FL Putnam 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 Zachary Taylor Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Jessica Varney Tuxedo Tax & Consulting RSVP Comments: N/A Attending: Yes Maureen Villadelgado Gilmore Rees & Carlson PC RSVP Comments: N/A Attending: Yes Ted Wallus Next Stage Benefits RSVP Comments: N/A Attending: Yes Debra Whitney Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Wei Xue New York Life - Eagle Strategies Corp RSVP Comments: N/A Attending: Yes Marcy Yeragotelis CliftonLarsonAllen, LLP (CLA) RSVP Comments: N/A Attending: Yes Sahri Zeger CohnReznick LLP RSVP Comments: N/A Attending: Yes
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