Justin Merola

Managing Director
J.P. Morgan Wealth Management
(781) 283-8862
jmerola@firstrepublic.com
Home Group: Seaport

Michael Abramowitz

Masswell Capital
(617) 447-5216
mabramowitz@masswellcapital.com
Financial Service
Home Group: Haverhill

Bio: M&A Advisor to Blue Collar Businesses.

Tess Brennan

Stillman & Associates, P.C.
(781) 829-1077
tab@stillmanlegal.com
Attorney
Home Group: Norwell

Ariadna Caulfield

Rubin & Rudman
(617) 330-7021
acaulfield@rubinrudman.com
Attorney
Home Group: Woburn

Kevin Cox

Polaris Corporate Risk Management, LLC
Co-Founder & COO
(860) 519-5086
kevin.cox@polarisrsk.com
Consultant Service
Home Group: Boston Back Bay

Bio: Over Thirty year’s experience in Operational Risk Management, Business Continuity, Cyber Risk Management & Mitigation, Physical Security, Investigations, Executive Protection, PII Monitoring & Removal and Computer Forensics.

Karen Gobler

Vital Link
Principal
(617) 680-2893
karen.gobler@gmail.com
Consultant Service
Home Group: Needham

Bio: Karen is experienced in creating impactful communications that help your target audience think, feel or do something differently. She works with HR and Corporate Affairs teams to individual practitioners. Specialties include DE&I & well-being messaging.

Bianca Jordan

Brazen Legal, PLLC
Immigration Attorney
(508) 942-7497
bianca@brazenlegal.com
Attorney
Home Group: Boston 5

Carolyn Karten

Paylocity
(781) 258-5859
ckarten@paylocity.com
Human Resources
Home Group: Woburn

Rodney Kornegay

New York Life
Financial Adviser
(508) 279-4462
rodney@kornegaykapitalgroup.com
Insurance
Home Group: Mansfield

Bio: Financial Adviser at Kornegay Kapital Group LLC helping business owners, executives with custom tailored solutions.

Mark Lynch

Supporting Strategies
Business Development Manager
(781) 269-6369
mlynch@supportingstrategies.com
Financial Service
Home Group: Norwell

Bio: Business Development Professional for Outsourced Accounting, Bookkeeping and Controller Services provider, Supporting Strategies.

Nadeen Vella

NaVella Insurance
Founder/CEO
(339) 214-6590
nadeen@navellains.com
Insurance
Home Group: Milton

Bio: Over 17 years of insurance industry experience. Honest, real, and responsive. In a world of hashtags and algorithms, my focus is on personal relationships and solving problems.

Paul Weiffenbach

Weiffenbach Law Offices P.C.
(508) 365-2837
paul@pwbusinesslaw.com
Attorney
Home Group: Plymouth

Bio: After more than three decades representing major international corporations and banks in complex commercial and financial transactions in the United States, Europe, and Asia, I opened my own law firm in Massachusetts to serve the transactional needs of business.

Matthew Cunningham

Bay Pointe Wealth Management
Financial Advisor
(781) 556-5192
matthewcunningham@baypointewealth.com
Investment Advisor
Home Group: Braintree

Bio: I have a niche specialty working with divorced and widowed women over the age of 50 who are serious about retirement income planning. Bay Pointe is boutique financial planning firm focused on retirement planning for individuals and small business owners.

Scott FitzGerald

Fragomen
Partner
(617) 574-0400
sfitzgerald@fragomen.com
Attorney
Home Group: Seaport

Bio: Through 45 offices in 22 countries, Fragomen, Del Rey, Bernsen & Loewy is the largest law firm in the world providing corporate immigration services. Fragomen represents clients, both large and small, across nearly every industry and profession.

Brad Pinta

Pinta Law Group, LLC
Attorney
(617) 471-7100
bcp@pintalawgroup.com
Attorney
Home Group: Needham

Bio: I love it when people call me and say, “Let me run this by you.” I am an experienced business and commercial litigation attorney for closely-held companies handling their leases, corporate structure, employee disputes. Specialty: auto dealerships.

Shaylah Begley

Bank Prov
VP Commercial Lender
(603) 566-3740
sbegley@bankprov.com
Banking & Finance
Home Group: Haverhill

Bio: Shaylah is a Commercial Lender at Bank Prov, specializing in commercial real estate financing, business acquisition, and SBA loans.

Jeff Chatlos

Bank of America Private Bank
Private Client Advisor
(617) 434-5225
jeff.chatlos@bofa.com
Banking & Finance
Home Group: Boston 2

Bio: Jeff is a Vice President and Private Client Advisor at Bank of America Private Bank. In this role, he is responsible for connecting high net worth individuals and institutions to solutions that can help them reach their financial goals.

Barry Crimmins

Law Offices of Barry R. Crimmins, P.C.; Platinum Partners, LLC
Owner
(781) 344-2886
barry@brc-law.com
Attorney
Home Group: Milton

Bio: I’m a “dirt guy!” You have dirt, you need permits, I’m your guy! Experienced real estate attorney focusing on zoning and land use planning and municipal permitting and consulting for both the private and public sectors throughout Massachusetts.

Curtis Davis

Vistage, CID Consulting LLC
Vistage Chair
(408) 398-3913
curt.davis@vistagechair.com
Consultant & Service
Home Group: Newburyport

Bio: Leading CEO Peer Advisory Boards: “It all happens when we meet” Growth mindset CEO’s and Business Owners working together to help each other make better business decisions.

Dean DiGregorio

One Retirement Source
Partner
(978) 363-1677
dean@oneretirementsource.com
Financial Service
Home Group: Newburyport

Bio: Dean helps companies run their retirement plan and educates their employees. Unlike other firms that focus on wealth management, Dean is an independent retirement plan consultant who focuses solely on helping employers run their retirement plan.

Scott Loring

Cooperative Coaching & Mediation
Mediator and Coach
(617) 543-1260
scott@cooperativecoach.com
Consultant & Service
Home Group: Waltham

Bio: I help family businesses and business partners resolve conflicts. I do this with mediation, communication workshops and business coaching.

Maureen Maas

Collaborative Insurance Solutions, LLC
Principal
(781) 621-2350
maureen@collaborative-insurance.com
Insurance
Home Group: Dedham

Bio: I effectively and efficiently organize and analyze my client’s Property & Casualty insurance program in order to maximize economies of scale, leverage the market, deliver cost-effective results, and address coverage gaps they didn’t know they had.

Nate Shepherd

Harbor View Advisors
Managing Director
(978) 835-0258
nshepherd@hvadvisors.com
Financial Service
Home Group: Newburyport

Bio: At Harbor View Advisors, I enable owners of founder-owned, closely-held, and PE-backed tech-enabled and traditional industrial and related service companies (revenues $10 to $100 million), sell their business and/or acquire 1 or more other businesses.

Kevin Webber

Heritage Financial Services LLC
Wealth Manager
(781) 255-0214
kwebber@heritagefinancial.net
Investment Advisor
Home Group: Boston 4

Bio: I advise the owners of small, closely-held family businesses in the Metro West on building a smart, cost-effective investment portfolio paired with detailed financial planning.

Sarah Westra

Law Office of Sarah Westra
(617) 472-2300
swestralaw@gmail.com
Attorney
Home Group: Braintree

Bio: My practice focuses exclusively on criminal defense. I handle criminal matters in all stages at the trial level. This includes criminal investigations all the way through trial.

Kathy Yenke

Sales Catalyst Solutions
CEO/President
(508) 878-4173
kyenke@salesxceleration.com
Consultant & Service
Home Group: Waltham

Bio: I am a Sales Consultant/Fractional VP Sales. I work with business owners to transform sales into a high functioning team consistently delivering solid results. My focus is on sales strategy, structure, process and people.