Registration List: 2026 Heckerling Recap: Panel Discussion
Colleen Abcunas  The 1911 Trust Company, LLC RSVP Comments: N/A Attending: Yes David Appel Appel Insurance Advisors LLC RSVP Comments: N/A Attending: Yes Susan A. Atlas Susan A. Atlas, Esq., LL.M RSVP Comments: N/A Attending: Yes Catherine Bassick Bassick Advisors 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 Emily Beekman Corient RSVP Comments: N/A Attending: Yes Maurice Bortzfield Kahn, Litwin, Renza & Co., Ltd. RSVP Comments: N/A Attending: Yes Julie Braverman Bruno Verrill Dana LLP RSVP Comments: N/A Attending: Yes Amy Brown PG Calc RSVP Comments: N/A Attending: Yes Seth Buckley Buckley Financial RSVP Comments: N/A Attending: Yes Alice Burley SCS Financial LLC RSVP Comments: N/A Attending: Yes Sharon E. Cohen Northern Trust Company RSVP Comments: N/A Attending: Yes Joseph Darby 12 ROBBINS RD RSVP Comments: N/A Attending: Yes Herbert Daroff Baystate Financial Services, LLC RSVP Comments: N/A Attending: Yes Carolyn Decker SCS Financial RSVP Comments: N/A Attending: Yes Debra Del Toro CBIZ RSVP Comments: N/A Attending: Yes Kristine DeMaino Citrin Cooperman Advisors RSVP Comments: N/A Attending: Yes Cheryl Donahoe Day Pitney, LLP RSVP Comments: N/A Attending: Yes Erin Donahue Dalton & Finegold RSVP Comments: N/A Attending: Yes Julianne Donato OAR Law, LLP RSVP Comments: N/A Attending: Yes Joseph Donovan Bay Financial Associates LLC RSVP Comments: N/A Attending: Yes Nina Dow Bowditch & Dewey, LLP RSVP Comments: N/A Attending: Yes Steven Dray Zevin Asset Management, LLC 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 Donna Elgart LGA RSVP Comments: N/A Attending: Yes Christine Ellsmore Choate, Hall & Stewart LLP RSVP Comments: N/A Attending: Yes Susan Farris CIBC Private Wealth Management RSVP Comments: N/A Attending: Yes David Ferraro Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Linda Fisher Fisher Law LLC RSVP Comments: N/A Attending: Yes Daniel Flanagan Frank and Flanagan Wealth Advisors RSVP Comments: N/A Attending: Yes Emily Fluke Sandy Cove Advisors RSVP Comments: N/A Attending: Yes Kristina Foreman CAPTRUST 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 Laura Godine Corient RSVP Comments: N/A Attending: Yes Matthew Goldwasser Goldwasser Insurance Advisors, LLC RSVP Comments: N/A Attending: Yes Danielle R. Greene First Citizens Bank 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 Richard Gulman PKF O'Connor Davies RSVP Comments: N/A Attending: Yes Jennifer Hall Appleton Partners, Inc. RSVP Comments: N/A Attending: Yes Pamela Halter SCS Financial Services RSVP Comments: N/A Attending: Yes Anna Katharyn Hendrix SCS Financial RSVP Comments: N/A Attending: Yes Carin Hofer Cabot-Wellington, LLC RSVP Comments: N/A Attending: Yes Nicole Hostettler CIBC - Private Wealth Management RSVP Comments: N/A Attending: Yes Rawson Hubbell RWA Wealth Partners RSVP Comments: N/A Attending: Yes Eric Karlberg Wilmington Trust RSVP Comments: N/A Attending: Yes Tyler Kelly Deloitte RSVP Comments: N/A Attending: Yes Jody King Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Chris Koziel RA Capital RSVP Comments: N/A Attending: Yes Mark LaCamera Aureus Asset Management RSVP Comments: N/A Attending: Yes James Landry Pallas Capital Advisors, LLC RSVP Comments: N/A Attending: Yes Nicole LeBlanc LGA, LLP RSVP Comments: N/A Attending: Yes John Lefrancois Kahn Litwin and Renza RSVP Comments: N/A Attending: Yes Matthew Leonard Verrill Dana, LLP RSVP Comments: N/A Attending: Yes John LeVangie Anchor Capital Advisors LLC RSVP Comments: N/A Attending: Yes Martin Lowenthal AEP, MSIM, CLU, ChFC, WMCP, RICP, CAS, CLTC RSVP Comments: N/A Attending: Yes Elizabeth Mackie SCS Financial RSVP Comments: N/A Attending: Yes Kathleen Mallows HUB International New England, LLC 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 Ruth Mattson Verrill Dana, LLP RSVP Comments: N/A Attending: Yes Lisa May PLAN of MA & RI, Inc. RSVP Comments: N/A Attending: Yes Jean McDevitt Bullens Baker Newman Noyes, LLC RSVP Comments: N/A Attending: Yes Kevin McDonald Shipman & Goodwin, LLP RSVP Comments: N/A Attending: Yes Andy McGlynn Goldman Sachs RSVP Comments: N/A Attending: Yes Caroline McKay The Coyle Company RSVP Comments: N/A Attending: Yes Ashley McKay JOHNSON O'CONNOR FERON & CARUCCI LLP RSVP Comments: N/A Attending: Yes Bianca McLaughlin Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Lisa Melpignano Boston Trust Walden N.A. RSVP Comments: N/A Attending: Yes Thomas Mitchell Sconset Wealth Management/ Northwestern Mutual RSVP Comments: N/A Attending: Yes Jennifer Moran Grimes & Company, Inc. RSVP Comments: N/A Attending: Yes Kyle Munns Choate, Hall & Stewart LLP RSVP Comments: N/A Attending: Yes James Murphy Northeast Investment Management RSVP Comments: N/A Attending: Yes Alyssa Nelson Day Pitney LLP RSVP Comments: N/A Attending: Yes Matthew O'Brien Madison House Wealth Management RSVP Comments: N/A Attending: Yes Laura O'Brien LGA LLP 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 Thomas O'Shea Megan, O'Shea & Meyer LLC RSVP Comments: N/A Attending: Yes Samantha Owens JC Hilario P.C. RSVP Comments: N/A Attending: Yes Lucas Parker Wolf & Company P.C. 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 Kendall Reed Blue Herring, LLC. RSVP Comments: N/A Attending: Yes Laura Riccio Fedele & Murray, P.C. RSVP Comments: N/A Attending: Yes Mary Rodriguez Wilchins Cosentino & Novins LLP RSVP Comments: N/A Attending: Yes Diane Roskies Law Office of Diane Roskies RSVP Comments: N/A Attending: Yes Phillip Rothman NJL&C RSVP Comments: N/A Attending: Yes Ralph Rotman Northwestern Mutual RSVP Comments: N/A Attending: Yes Aviva Sapers Sapers & Wallack, Inc. RSVP Comments: N/A Attending: Yes Mary Schmidt Verrill Dana LLP RSVP Comments: N/A Attending: Yes Courtney Scott Ballentine Partners, LLC RSVP Comments: N/A Attending: Yes Brian Sergenian MLG Capital 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 Kathleen Smith Weston Financial/Washington Trust RSVP Comments: N/A Attending: Yes Melissa Sommer Darwin Trust Company, LLC RSVP Comments: N/A Attending: Yes William Speciale Cerity Partners RSVP Comments: N/A Attending: Yes Scott Squillace Squillace & Associates, P.C. RSVP Comments: N/A Attending: Yes Leanne Stafford PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes David Strachan Dakota Wealth Management RSVP Comments: N/A Attending: Yes Brad Taylor Citrin Cooperman RSVP Comments: N/A Attending: Yes Abby Thackston Ernst & Young (EY) RSVP Comments: N/A Attending: Yes Kyle Tracey SCS Financial RSVP Comments: N/A Attending: Yes Scott Treacy PKF O'Connor Davies, LLP RSVP Comments: N/A Attending: Yes Jessica Varney Tuxedo Tax & Consulting RSVP Comments: N/A Attending: Yes Robert Vigoda Rubin and Rudman LLP RSVP Comments: N/A Attending: Yes Maureen Villadelgado Gilmore Rees & Carlson PC RSVP Comments: N/A Attending: Yes Susan von Herrmann Nutter RSVP Comments: N/A Attending: Yes Alice K. Walsh Middleton & Company, Inc. RSVP Comments: N/A Attending: Yes R Angus West Rockefeller Capital Management 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 Kara Zabatta Fortis Management Group LLC RSVP Comments: N/A Attending: Yes
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