Registration List: Round Table Breakfast-June 2013
Susan Aharonian  Pharos Financial Management, LLC RSVP Comments: N/A Attending: Yes Julie Barron Fiduciary Trust Company RSVP Comments: N/A Attending: Yes David Beliveau Beliveau Law Group, LLC RSVP Comments: N/A Attending: Yes Drew Bottaro Weston Financial Group RSVP Comments: N/A Attending: Yes Timothy Burke Burke and Associates RSVP Comments: N/A Attending: Yes Jill Cabitt Fiduciary Trust Company RSVP Comments: N/A Attending: Yes Steven Carr Pabian & Russell, LLC RSVP Comments: N/A Attending: Yes Yasmin Causer Tonneson & Company RSVP Comments: N/A Attending: Yes John Collins Aspiriant RSVP Comments: N/A Attending: Yes Maureen ConwayParesky Flitt & Company, LLP RSVP Comments: N/A Attending: Yes Charlie Curtis Welch & Forbes LLC RSVP Comments: N/A Attending: Yes Lauren Desforge Daintree Advisors RSVP Comments: N/A Attending: Yes Gerard Donnellan Big Leap RSVP Comments: N/A Attending: Yes William Dusett Prudential RSVP Comments: N/A Attending: Yes Charles Evangelakos Sagemark Private Wealth Services RSVP Comments: N/A Attending: Yes Stephen Fitzmaurice Morgan Stanley RSVP Comments: N/A Attending: Yes Peter Godino Modera Wealth Management RSVP Comments: N/A Attending: Yes Sam Goldberg Kruegold Asset Management RSVP Comments: N/A Attending: Yes Chris Gullotti Canby Financial Advisors RSVP Comments: N/A Attending: Yes Christie Hedges Modera Wealth Management LLC RSVP Comments: N/A Attending: Yes Paul Higgins Highland Capital Brokerage RSVP Comments: N/A Attending: Yes Rawson Hubbell Boston Private Bank and Trust Company RSVP Comments: N/A Attending: Yes Laurie Ingwersen UBS Financial Services RSVP Comments: N/A Attending: Yes Roger Ingwersen UBS Financial Services Inc. RSVP Comments: N/A Attending: Yes Melissa Jacoby First Financial Trust, N.A. RSVP Comments: N/A Attending: Yes Dale Kaiser Kaiser Law Group RSVP Comments: N/A Attending: Yes David Keefe Eagle Strategies RSVP Comments: N/A Attending: Yes Brian Lynch Lynch Insurance Group RSVP Comments: N/A Attending: Yes Daniel Mantell Wells Fargo Private Bank RSVP Comments: N/A Attending: Yes Maureen Mayotte Vacovec, Mayotte & Singer LLP RSVP Comments: N/A Attending: Yes James McDonald UBS Wealth Management RSVP Comments: N/A Attending: Yes Lee McGowan Monument Financial Advisors, LLC RSVP Comments: N/A Attending: Yes James McKay Merrill Lynch RSVP Comments: N/A Attending: Yes Thomas Mitchell Northwestern Mutual RSVP Comments: N/A Attending: Yes Sonya Nersessian Sonya Nersessian, Attorney RSVP Comments: N/A Attending: Yes Sarah O'Leary Clarkin & Phillips, PC RSVP Comments: N/A Attending: Yes Michael Orentlich Orentlich Financial Services RSVP Comments: N/A Attending: Yes Daniel Paris Citizens Private Bank & Trust RSVP Comments: N/A Attending: Yes Asa E. Phillips Clarkin & Phillips, P.C. RSVP Comments: N/A Attending: Yes John Przybylski Federal Street Advisors, Inc. RSVP Comments: N/A Attending: Yes Lisa Rico Shea, Diamond & Rico LLP RSVP Comments: N/A Attending: Yes John Rosenheim Wealth Control Advisors RSVP Comments: N/A Attending: Yes Adam Rudikoff Centinal Financial Group, LLC RSVP Comments: N/A Attending: Yes Mark Ryan Ryan Financial An Office of METLIFE RSVP Comments: N/A Attending: Yes Sandra Saner US Trust RSVP Comments: N/A Attending: Yes Steve Sarcione Rothstein Kass RSVP Comments: N/A Attending: Yes Judith Saxe Atlantic Trust Private Wealth Management RSVP Comments: N/A Attending: Yes William SchulzWells Fargo Advisors LLC RSVP Comments: N/A Attending: Yes David Shannon Appel Insurance Advisors, LLC RSVP Comments: N/A Attending: Yes David Silvian Bingham McCutchen LLP RSVP Comments: N/A Attending: Yes William Speciale Daintree Advisors LLC RSVP Comments: N/A Attending: Yes Christian Stone U.S. Trust RSVP Comments: N/A Attending: Yes Barbara Targum Dwight Rudd Insurance RSVP Comments: N/A Attending: Yes Edward Wallack Sapers & Wallack RSVP Comments: N/A Attending: Yes Jeremy Weir Management Planning, Inc. RSVP Comments: N/A Attending: Yes Stephen Wilchins Wilchins Cosentino & Friend LLP RSVP Comments: N/A Attending: Yes John Yagjian MKA Executive Planners RSVP Comments: N/A Attending: Yes Denise Yurkofsky Law Office of Denise N. Yurkofsky RSVP Comments: N/A Attending: Yes
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