Boston Estate Planning Council

2026 Annual Gala Registration

Event Details

Registration List: 2026 Annual Gala Registration

Mike Alfieri

SLC Management

RSVP Comments: N/A

Attending: Yes

Sarah M. Allen

Rice, Heard & Bigelow, Inc.

RSVP Comments: N/A

Attending: Yes

John Allen

Allen Business Advisors

RSVP Comments: N/A

Attending: Yes

Madison Amsberry

SCS Financial

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

LaGina Austin

Freeman's Auctions & Appraisals

RSVP Comments: N/A

Attending: Yes

Talia Azzaretto

McCarter & English LLP

RSVP Comments: N/A

Attending: Yes

Paloma Bagby

Verrill Dana, LLP

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

Chris Barber

Doyle Auctioneers and Appraisers

RSVP Comments: N/A

Attending: Yes

Damon Barglow

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Brett Barthelmeh

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Michaela Bates

Rubin Rudman

RSVP Comments: N/A

Attending: Yes

Michaela Bates

Rubin Rudman

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

Emily Beekman

Corient

RSVP Comments: N/A

Attending: Yes

Ryan Belanger

Claro Advisors Inc

RSVP Comments: N/A

Attending: Yes

Tiffany Bentley

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Noah Benton

Lorenz Private Trustees of New Hampshire

RSVP Comments: N/A

Attending: Yes

Winnie Biajoli

BNY Wealth

RSVP Comments: N/A

Attending: Yes

Susan Black

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Brian Blanchard

SCS Financial

RSVP Comments: N/A

Attending: Yes

Christina Blau

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Henry Borda

LIFE Brokerage, LLC

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

Ellen Boyd

McLane Middleton

RSVP Comments: N/A

Attending: Yes

Anna Braman

RackiLaw, LLC

RSVP Comments: N/A

Attending: Yes

John Breedlove

The Moody Street Group

RSVP Comments: N/A

Attending: Yes

Katharine Brite

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Betsy Brodsky

Continuity FBC

RSVP Comments: N/A

Attending: Yes

Toni Brogna

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Mike Brown

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Molly Brown

Clearpath Financial Partners

RSVP Comments: N/A

Attending: Yes

Amy Brown

Commonwealth Trust Company

RSVP Comments: N/A

Attending: Yes

Victoria Bucci

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Seth Buckley

Buckley Financial

RSVP Comments: N/A

Attending: Yes

Caitlyn Bunker

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Doug Burden

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Alice Burley

SCS Financial LLC

RSVP Comments: N/A

Attending: Yes

Lynn Buskey

Buskey Law

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

Dominique Calixte

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Colleen Carcone

TIAA

RSVP Comments: N/A

Attending: Yes

Stephen Casey

Sey Tax

RSVP Comments: N/A

Attending: Yes

Gracie Castle

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Nick Charleston

SCS Financial

RSVP Comments: N/A

Attending: Yes

Regina Cheung

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Leonard Clark

CBIZ

RSVP Comments: N/A

Attending: Yes

Matthew Clark

Fortis Management Group LLC

RSVP Comments: N/A

Attending: Yes

Sharon Cohen

Northern Trust

RSVP Comments: N/A

Attending: Yes

Stephen Colella

SAC Tax Advisory Services

RSVP Comments: N/A

Attending: Yes

Danyl Collings

DC Valuations, LLC

RSVP Comments: N/A

Attending: Yes

Ada Colomb

Rimôn, P.C.

RSVP Comments: N/A

Attending: Yes

CARA CONATY

Chubb

RSVP Comments: N/A

Attending: Yes

Liza Connelly

Glenmede

RSVP Comments: N/A

Attending: Yes

Sarah Cortinez

Nutter

RSVP Comments: N/A

Attending: Yes

Kathryn Craig

DOYLE Auctioneers & Appraisers

RSVP Comments: N/A

Attending: Yes

Tim Cuff

PURE Insurance

RSVP Comments: N/A

Attending: Yes

Eric Cunnane

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Melissa Darling

Bassick Advisors Trust and Estates at Douglas Elliman Real Estate

RSVP Comments: N/A

Attending: Yes

Wes Davis

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Carolyn Decker

SCS Financial

RSVP Comments: N/A

Attending: Yes

Kaitlin DeMartin

CBIZ

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

Gary Domoracki

Oppenheimer

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

Robert Donnelly

MMA Private Client Services

RSVP Comments: N/A

Attending: Yes

Sean Donovan

Northern Trust

RSVP Comments: N/A

Attending: Yes

Nina Dow

Bowditch

RSVP Comments: N/A

Attending: Yes

Will Doyle

10 Tremont Street

RSVP Comments: N/A

Attending: Yes

Michelle DuBois

Winston Artory Group (Formerly known as Winston Art Group)

RSVP Comments: N/A

Attending: Yes

Rich Dunsmore

Grimes Wealth Protection Group

RSVP Comments: N/A

Attending: Yes

Susan Dupuis

Apercen Partners, LLC

RSVP Comments: N/A

Attending: Yes

Annette Eaton

Northern Trust

RSVP Comments: N/A

Attending: Yes

Todd Eckler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Kelly Ewart

Salem Five Private Client

RSVP Comments: N/A

Attending: Yes

Douglas Farrington

CBIZ

RSVP Comments: N/A

Attending: Yes

David Ferris

Morgan Stanley

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

Peter Fisher

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Jennifer Flanagan

Mirick

RSVP Comments: N/A

Attending: Yes

Daniel Flanagan

Frank and Flanagan Wealth Advisors

RSVP Comments: N/A

Attending: Yes

MICHAEL FLEMING

Attorney At Law

RSVP Comments: N/A

Attending: Yes

Jennifer Fleming

Prince Lobel

RSVP Comments: N/A

Attending: Yes

Christine Fletcher

Day Pitney, LLP

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

Nicole Frengs

Northern Trust

RSVP Comments: N/A

Attending: Yes

Dara Lynn Freytag

Holland & Knight LLP

RSVP Comments: N/A

Attending: Yes

David Friedman

Rubin and Rudman LLP

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

Katherine Galloway

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Marilyn Gentilotti

The Washington Trust Company

RSVP Comments: N/A

Attending: Yes

Larry Gingrow

Corient

RSVP Comments: N/A

Attending: Yes

Alison I. Glover

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Caitlin Glynn

Nutter

RSVP Comments: N/A

Attending: Yes

Laura Godine

Corient

RSVP Comments: N/A

Attending: Yes

Michael Goss

Morgan Stanley

RSVP Comments: N/A

Attending: Yes

Bethany Grazio

Ruberto, Israel & Weiner, P.C.

RSVP Comments: N/A

Attending: Yes

Meredith Greene

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Padraic Grennan

Erin International Heir Search

RSVP Comments: N/A

Attending: Yes

Chris Gullotti

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

Richard Gulman

PKF O'Connor Davies

RSVP Comments: N/A

Attending: Yes

Jason Hagger

Grant Thornton Advisors LLC

RSVP Comments: N/A

Attending: Yes

Koury Hajjar

Thomas Brady & Associates

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

Pamela Halter

SCS Financial Services

RSVP Comments: N/A

Attending: Yes

Adam Hamel

McLane Middleton, P.A.

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

Heather Harris

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Megan Hathaway Foy

The Boston Foundation

RSVP Comments: N/A

Attending: Yes

Eric Hayes

Goodwin Procter LLP

RSVP Comments: N/A

Attending: Yes

Quinn R. Hetrick

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Paul Higgins

Heritage Financial Services, LLC

RSVP Comments: N/A

Attending: Yes

Dena Hirsch

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Katie Hislop

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Lilli Homer

SCS Financial

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

David Jaeger

Canby Financial Advisors

RSVP Comments: N/A

Attending: Yes

James Janos

Paradigm Forensics, LLC

RSVP Comments: N/A

Attending: Yes

Michelle Jaquint

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Joseph Jaroslaw

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

Derek Johnston

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Rachel Kalin

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Mark Kane

CIBC Private Wealth

RSVP Comments: N/A

Attending: Yes

David F. Keefe

4-Point Financial

RSVP Comments: N/A

Attending: Yes

Liane Keister

Ruberto, Israel & Weiner, P.C.

RSVP Comments: N/A

Attending: Yes

Randy Kinard

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 McClennen & Fish LLP

RSVP Comments: N/A

Attending: Yes

Ryan Kittredge

ClearPath Financial Partners

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

David Koop

IQ-EQ

RSVP Comments: N/A

Attending: Yes

James Kostecki

OneVision Health

RSVP Comments: N/A

Attending: Yes

Will Krause

Northern Trust

RSVP Comments: N/A

Attending: Yes

Alex Krisak

Baystate Financial

RSVP Comments: N/A

Attending: Yes

Richard Kutia

Howland Capital Management

RSVP Comments: N/A

Attending: Yes

Eric Labo

The Baldwin Group

RSVP Comments: N/A

Attending: Yes

Mark LaCamera

Aureus Asset Management

RSVP Comments: N/A

Attending: Yes

John Lefrancois

KLR

RSVP Comments: N/A

Attending: Yes

Sara Leichtman

Nutter

RSVP Comments: N/A

Attending: Yes

Jenni Leisman Dessert

Leisman Insurance Agency, Inc

RSVP Comments: N/A

Attending: Yes

Matthew Leonard

Verrill Dana, LLP

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

Amy Lonergan

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Jay Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Grace Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Violet Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Judy Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

John Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Liz Lonergan

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Logan Luongo

Plante Moran

RSVP Comments: N/A

Attending: Yes

Brian Lynch

Lynch Insurance Group

RSVP Comments: N/A

Attending: Yes

Kieran Lynch

SCS Financial

RSVP Comments: N/A

Attending: Yes

Leiha Macauley

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Finn Macdonald

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Roy Macdonald

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Alexander Macheras

Casner & Edwards, LLP

RSVP Comments: N/A

Attending: Yes

James Machinchick

The Oglethorpe Collective

RSVP Comments: N/A

Attending: Yes

Katherine Machnich

SCS Financial

RSVP Comments: N/A

Attending: Yes

Elizabeth Madden

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Craig Mancusi

Marsh Private Client Services

RSVP Comments: N/A

Attending: Yes

Brooke Manfredi

Foster Dykema Cabot

RSVP Comments: N/A

Attending: Yes

Lauren Manning

SCS Financial

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

Marie Matterazzo

Berkley One

RSVP Comments: N/A

Attending: Yes

Angie McCormick

USI Insurance Services

RSVP Comments: N/A

Attending: Yes

Geoff McDonald

IQ-EQ

RSVP Comments: N/A

Attending: Yes

Andy McGlynn

Goldman Sachs

RSVP Comments: N/A

Attending: Yes

Matthew McKenzie

Thomas Brady & Associates

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

Laura Menendez

Intent Clinical

RSVP Comments: N/A

Attending: Yes

Matt Metsch

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Beth Milkovits

Brown Brothers Harriman & Co.

RSVP Comments: N/A

Attending: Yes

Kim Miller

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Joshua Miller

Minot's Light Management, Inc.

RSVP Comments: N/A

Attending: Yes

Mark Minassian

CBIZ

RSVP Comments: N/A

Attending: Yes

Sarah Moore

The Coyle Company

RSVP Comments: N/A

Attending: Yes

William Morgan

Harris Beach Murtha PLLC

RSVP Comments: N/A

Attending: Yes

Rebeca Moura

Northern Trust

RSVP Comments: N/A

Attending: Yes

Frank Mulé

Rockland Trust Company

RSVP Comments: N/A

Attending: Yes

Matthew Naumec

Winged Keel Group

RSVP Comments: N/A

Attending: Yes

Alyssa Nelson

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Sonya Nersessian

Sonya Nersessian, Attorney

RSVP Comments: N/A

Attending: Yes

Alyson Nickse

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Dave Nommensen

The Baldwin Group

RSVP Comments: N/A

Attending: Yes

Tom Nonnweiler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Forrest Nugent

Trove

RSVP Comments: N/A

Attending: Yes

Greg O'Connell

The Coyle Company

RSVP Comments: N/A

Attending: Yes

Chris O'Connell

Key Private Bank

RSVP Comments: N/A

Attending: Yes

Michael O'Connor

Verrill Dana, LLP

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

Sarah J. O'Leary

Gilmore Rees & Carlson PC

RSVP Comments: N/A

Attending: Yes

Alisa Kim O'Neil

CAPTRUST

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

Michael Orentlich

Orentlich Financial Services LLC

RSVP Comments: N/A

Attending: Yes

Luke Parker

Wolf & Company P.C.

RSVP Comments: N/A

Attending: Yes

Nicholas 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

Adrienne Penta

SCS Financial

RSVP Comments: N/A

Attending: Yes

Chris Petronio

Verrill Dana, LLP

RSVP Comments: N/A

Attending: Yes

Minerva Pinto

Holland & Knight LLP

RSVP Comments: N/A

Attending: Yes

Cassandra Prince

Brown Brothers Harriman

RSVP Comments: N/A

Attending: Yes

Sid Queler

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Cameron Rahbar

Howland Capital

RSVP Comments: N/A

Attending: Yes

John Ramsey

Goulston & Storrs

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

Blue Herring, LLC.

RSVP Comments: N/A

Attending: Yes

Heather Reid

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Tim Rennie

Nutter

RSVP Comments: N/A

Attending: Yes

Laura Riccio

Fedele & Murray, P.C.

RSVP Comments: N/A

Attending: Yes

Geri Robak

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Jim Robak

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Gina Robak

Excellence Award Winner Guest

RSVP Comments: N/A

Attending: Yes

Susan A. Robb

Nixon Peabody LLP

RSVP Comments: N/A

Attending: Yes

Jeff Roberts

Nutter

RSVP Comments: N/A

Attending: Yes

Jillian W. Robillard

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Lucas Rondan

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Ralph Rotman

Northwestern Mutual

RSVP Comments: N/A

Attending: Yes

Rob Rudnick

Bank of America NA, Private Bank

RSVP Comments: N/A

Attending: Yes

Christopher Ruta

Savant Wealth Management

RSVP Comments: N/A

Attending: Yes

Phil Saba

SCS Financial

RSVP Comments: N/A

Attending: Yes

Kathy Sablone

CAPTRUST

RSVP Comments: N/A

Attending: Yes

Robert Sanders

Woodstock Corporation

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

Matthew Santangelo

Lorenz Private Trustees of New Hampshire

RSVP Comments: N/A

Attending: Yes

Kaitlyn Sapp

Day Pitney LLP

RSVP Comments: N/A

Attending: Yes

Judith Saxe

CIBC

RSVP Comments: N/A

Attending: Yes

Tim Scanlan

Bass, Doherty & Finks, P.C.

RSVP Comments: N/A

Attending: Yes

Chris Schleer

Trove FS, LLC

RSVP Comments: N/A

Attending: Yes

Nathan Schroeder

Empire Valuation Consultants, LLC

RSVP Comments: N/A

Attending: Yes

Nikolaus Schuttauf

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Cameron Scott

BerryDunn

RSVP Comments: N/A

Attending: Yes

Heidi Seely

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Nicholas Sharis

SCS Financial Services LLC

RSVP Comments: N/A

Attending: Yes

Dermott Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Maeve Sheehan

Crestwood Advisors, LLC

RSVP Comments: N/A

Attending: Yes

Katherine M. Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Joel Sherman

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Nikki Marie Sherwood

Nutter McClennen & Fish, LLP

RSVP Comments: N/A

Attending: Yes

David Silvian

Day Pitney, LLP

RSVP Comments: N/A

Attending: Yes

Caroline Smith

Freeman's Auction & Appraisals

RSVP Comments: N/A

Attending: Yes

Alan Smith

Howden

RSVP Comments: N/A

Attending: Yes

Molly Soiffer

Bove Langa Witherell & Soiffer P.C.

RSVP Comments: N/A

Attending: Yes

Scott Squillace

Squillace & Associates, P.C.

RSVP Comments: N/A

Attending: Yes

Craig Standish

Brown Advisory

RSVP Comments: N/A

Attending: Yes

Janaina Stassun Miguel

Erin International Heir Search

RSVP Comments: N/A

Attending: Yes

Jon Steffensen

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Kurt Steinkrauss

Mintz Levin

RSVP Comments: N/A

Attending: Yes

Joni Stone

FL Putnam Investment Management Company

RSVP Comments: N/A

Attending: Yes

Christian Stone

PNC Private Bank

RSVP Comments: N/A

Attending: Yes

David Strachan

Dakota Wealth Management

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

Valerie Sussman

Hurwit & Associates

RSVP Comments: N/A

Attending: Yes

Ryan Swartz

McLane Middleton, P.A.

RSVP Comments: N/A

Attending: Yes

Melissa Sydney

Shipman & Goodwin LLP

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

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Tuxedo Tax & Consulting

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Trove

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Prince Lobel Tye LLP

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McLane Middleton, P.A.

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Gilmore Rees & Carlson PC

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Casner & Edwards, LLP

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Day Pitney, LLP

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Atwater Wealth Management

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Next Stage Benefits

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Ruberto, Israel & Weiner, P.C.

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HUB Private Client Group

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Fiduciary Trust Company

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Ballentine Partners, LLC

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Wilchins Cosentino & Novins LLP

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Bass, Doherty & Finks, P.C.

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Nutter

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Bove Langa Witherell & Soiffer P.C.

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Empire Valuation Consultants, LLC

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Grant Thornton Advisors LLC

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McLane Middleton, P.A.

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