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2026 Annual Gala Registration
Event Details

Registration List: 2026 Annual Gala Registration

John Allen
Allen Business Advisors
RSVP Comments: N/A
Attending: Yes
Patricia Annino
Rimon, P.C.
RSVP Comments: N/A
Attending: Yes
David Appel
Appel Insurance Advisors LLC
RSVP Comments: N/A
Attending: Yes
Susan A. Atlas
Susan Atlas Law
RSVP Comments: N/A
Attending: Yes
Rachael Bator
CMH Wealth
RSVP Comments: N/A
Attending: Yes
Emily Beekman
Corient
RSVP Comments: N/A
Attending: Yes
Ryan Belanger
Claro Advisors Inc
RSVP Comments: N/A
Attending: Yes
Winnie Biajoli
BNY Wealth
RSVP Comments: N/A
Attending: Yes
John Breedlove
The Moody Street Group
RSVP Comments: N/A
Attending: Yes
Gary Dennis, CLTC®, CFBS®
Tower Hill Financial Group, Inc.
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
MMA Private Client Services
RSVP Comments: N/A
Attending: Yes
Michelle DuBois
Winston Artory Group (Formerly known as Winston Art Group)
RSVP Comments: N/A
Attending: Yes
Kevin Finin
Rockefeller Capital Management
RSVP Comments: N/A
Attending: Yes
Brandon Fink
Claro Advisors
RSVP Comments: N/A
Attending: Yes
Thomas Francione
Loring, Wolcott & Coolidge Trust, LLC
RSVP Comments: N/A
Attending: Yes
Kim Furnald
Robin Glen
RSVP Comments: N/A
Attending: Yes
Caroline Gaffney
Atwater Wealth Management
RSVP Comments: N/A
Attending: Yes
Marilyn Gentilotti
The Washington Trust Company
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
Pamela Halter
SCS Financial Services
RSVP Comments: N/A
Attending: Yes
Eric Hayes
Goodwin Procter LLP
RSVP Comments: N/A
Attending: Yes
Nicole Hostettler
CIBC - Private Wealth Management
RSVP Comments: N/A
Attending: Yes
Nicole Jackson Leslie
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
James Janos
Paradigm Forensics, LLC
RSVP Comments: N/A
Attending: Yes
Mark Kane
CIBC Private Wealth
RSVP Comments: N/A
Attending: Yes
Bill Kirchick
Nutter McClennen & Fish LLP
RSVP Comments: N/A
Attending: Yes
Ken Knox
Tenzing Insurance Strategies
RSVP Comments: N/A
Attending: Yes
Megan Knox
McDonald & Kanyuk, PLLC
RSVP Comments: N/A
Attending: Yes
Eric Labo
The Baldwin Group
RSVP Comments: N/A
Attending: Yes
Matthew Lichtman
Lichtman & Associates, LLC
RSVP Comments: N/A
Attending: Yes
Tova Litwak
Trove FS, LLC
RSVP Comments: N/A
Attending: Yes
Logan Luongo
Plante Moran
RSVP Comments: N/A
Attending: Yes
Brooke Manfredi
Foster Dykema Cabot
RSVP Comments: N/A
Attending: Yes
Marie Matterazzo
Berkley One
RSVP Comments: N/A
Attending: Yes
Kristen McVaugh
Dwight Rudd Insurance
RSVP Comments: N/A
Attending: Yes
Laura Menendez
Intent Clinical
RSVP Comments: N/A
Attending: Yes
Beth Milkovits
Brown Brothers Harriman & Co.
RSVP Comments: N/A
Attending: Yes
Matthew Naumec
Winged Keel Group
RSVP Comments: N/A
Attending: Yes
Forrest Nugent
Trove
RSVP Comments: N/A
Attending: Yes
Chris O'Connell
Key Private Bank
RSVP Comments: N/A
Attending: Yes
Shannon O'Connor
Nutter
RSVP Comments: N/A
Attending: Yes
Susan Ogrodnik-Smith
Hub International New England, LLC
RSVP Comments: N/A
Attending: Yes
Cassandra Prince
Brown Brothers Harriman
RSVP Comments: N/A
Attending: Yes
Cameron Rahbar
Howland Capital
RSVP Comments: N/A
Attending: Yes
TJ Reardon
HUB Private Client Group
RSVP Comments: N/A
Attending: Yes
Kendall Reed
Blue Herring, LLC.
RSVP Comments: N/A
Attending: Yes
Tim Rennie
Nutter
RSVP Comments: N/A
Attending: Yes
Ralph Rotman
Northwestern Mutual
RSVP Comments: N/A
Attending: Yes
Christopher Ruta
Savant Wealth Management
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America
RSVP Comments: N/A
Attending: Yes
Sandra Saner
Bank of America Private Bank
RSVP Comments: N/A
Attending: Yes
Judith Saxe
CIBC
RSVP Comments: N/A
Attending: Yes
Chris Schleer
Trove FS, LLC
RSVP Comments: N/A
Attending: Yes
Nicholas Sharis
SCS Financial Services LLC
RSVP Comments: N/A
Attending: Yes
Katherine M. Sheehan
Crestwood Advisors
RSVP Comments: N/A
Attending: Yes
Christian Stone
PNC Private Bank
RSVP Comments: N/A
Attending: Yes
Mirna Succari
Bank of America NA, Private Bank
RSVP Comments: N/A
Attending: Yes
Wolfgang Suess
Capitalize Wealth Management, LLC
RSVP Comments: N/A
Attending: Yes
Melissa Sydney
Shipman & Goodwin LLP
RSVP Comments: N/A
Attending: Yes
Zachary Taylor
Blue Herring, LLC.
RSVP Comments: N/A
Attending: Yes
Elana Vasi-Smith
Trove
RSVP Comments: N/A
Attending: Yes
Katherine Von Kohorn
Casner & Edwards, LLP
RSVP Comments: N/A
Attending: Yes
Jacqueline Waite
Atwater Wealth Management
RSVP Comments: N/A
Attending: Yes
Debra Whitney
Ballentine Partners, LLC
RSVP Comments: N/A
Attending: Yes
Stephen Wilchins
Wilchins Cosentino & Novins LLP
RSVP Comments: N/A
Attending: Yes
Johanna Wise Sullivan
Nutter
RSVP Comments: N/A
Attending: Yes
Hugh Woodside
Empire Valuation Consultants, LLC
RSVP Comments: N/A
Attending: Yes
Boston Estate Planning Council

85 Swanson Road, Suite 135
Boxborough, MA 01719

(978)364.5170 | bepc@bepc.org

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