Registration List: Networking Reception: From Attendee to Insider

Talia Azzaretto

McCarter & English, LLP

RSVP Comments: N/A

Attending: Yes

Catherine Bassick

Bassick Advisors Trust and Estates at Douglas Elliman Real Estate

RSVP Comments: N/A

Attending: Yes

Radhika Bhagat

LYNCH FINK HARRINGTON & GRAY LLP

RSVP Comments: N/A

Attending: Yes

Amy Born

CFAR

RSVP Comments: N/A

Attending: Yes

Dylan Brix, CFA

The Boston Family Office

RSVP Comments: N/A

Attending: Yes

Toni Brogna

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Andrew Clark

CBIZ

RSVP Comments: N/A

Attending: Yes

Lisa Cukier

Rubin and Rudman LLP

RSVP Comments: N/A

Attending: Yes

Melissa Darling

Bassick Advisors Trust and Estates at Douglas Elliman Real Estate

RSVP Comments: N/A

Attending: Yes

Kenneth Davis

The Bulfinch Group

RSVP Comments: N/A

Attending: Yes

Nathaniel DiResta

Gilmore, Rees & Carlson P.C.

RSVP Comments: N/A

Attending: Yes

John Donahue

Wilchins Cosentino & Novins LLP

RSVP Comments: N/A

Attending: Yes

Peter Fisher

Foster Dykema Cabot

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

Kelly Guarino

Fiduciary Trust Company

RSVP Comments: N/A

Attending: Yes

Thomas Hagstrom

Appleton Partners, Inc.

RSVP Comments: N/A

Attending: Yes

Travis Hall

Leader Bank

RSVP Comments: N/A

Attending: Yes

Christopher Harris

Zevin Asset Management, LLC

RSVP Comments: N/A

Attending: Yes

Tim King

Merrill Lynch Private Banking & Investment Group

RSVP Comments: N/A

Attending: Yes

Derek Mazza

Asset Preservation, Inc. 1031 Exchange

RSVP Comments: N/A

Attending: Yes

Chris Mellen

Valuation Research Corporation

RSVP Comments: N/A

Attending: Yes

Cristen Moore

Wells Fargo Advisors LLC

RSVP Comments: N/A

Attending: Yes

Victoria Nessen

CFAR

RSVP Comments: N/A

Attending: Yes

Amy Phelan

Plante Moran

RSVP Comments: N/A

Attending: Yes

Juliana Quattrocchi

New Beginnings Transition and Estate Services

RSVP Comments: N/A

Attending: Yes

Kendall Reed

Blue Herring, LLC.

RSVP Comments: N/A

Attending: Yes

Allison Robinson

Ballentine Partners, LLC

RSVP Comments: N/A

Attending: Yes

Phil Saba

SCS Financial

RSVP Comments: N/A

Attending: Yes

Brian Sergenian

MLG Capital

RSVP Comments: N/A

Attending: Yes

Katherine Sheehan

Crestwood Advisors

RSVP Comments: N/A

Attending: Yes

Alan Smith

Howden

RSVP Comments: N/A

Attending: Yes

Barbara Targum

Dwight Rudd Insurance

RSVP Comments: N/A

Attending: Yes

David Tepp

Tepp Wealth Management

RSVP Comments: N/A

Attending: Yes

Jennifer Wheeler

HUB Private Client Group

RSVP Comments: N/A

Attending: Yes