Andrew Butler

Archstone Law Group P.C.
(781) 314-0113
abutler@archstonelaw.com
Attorney
Home Group: Seaport

Bio: Andrew is a trusts and estates attorney with over 30 years of experience assisting individuals, couples and families with estate planning, asset protection, special needs planning, prenuptial agreements, probate, and estate and trust administration.

Shannon DePierro

Cummings Properties
Account Manager
(781) 589-1698
snd@cummings.com
Real Estate
Home Group: Woburn

Bio: I lease and manage commercial space for Cummings Properties, owner and manager of 90 buildings from Medford to Beverly. I have experience in identifying and designing spaces for firms in the biotech, R&D, financial services, sales, IT, manufacturing.

Jenna Dion

Clear Guidance, LLC
Dementia Consultant
(603) 380-0075
jennadion@clearguidance.org
Consultant Service
Home Group: Portsmouth

Justin Engel

Prince Lobel
Partner
(617) 456-8046
jengel@princelobel.com
Attorney
Home Group: Boston 6

Katie Frazier

Touch Stone Closing
(978) 296-8229
kfrazier@touchstoneclosing.com
Attorney
Home Group: Dedham

Jayanthi Ganapathy

Finaccurate, LLC
Founder & CEO
(617) 838-7724
jay@finaccurate.com
Accountant
Home Group: Woburn

Bio: I am a Certified Tax Advisor and Accountant with 25+ years of Accounting experience in helping Start­ up to multinational corporations improve financial & accounting processes and achieve cost reductions.

Marcie Giannattasio

WeBo Media and Consulting, LLC
(978) 227-5190
marcie@webo-media.com
Marketing
Home Group: Boston 7

Bio: Video Producer specializing in creating videos that tell stories, showcase services, and deliver messages. I especially love working with anyone afraid of video. Making video easy for clients for 17 years.

Danielle Justo

Rich May
(617) 556-3841
djusto@richmaylaw.com
Attorney
Home Group: Plymouth

Yi Ke

Conn Kavanaugh
(617) 348-8281
yke@connkavanaugh.com
Attorney
Home Group: Boston 7

Bio: Chinese, Mandarin, Cantonese, Estate Planning, Probate, Corporate Attorney.

Kim Kroha

Baker, Braverman & Barbadoro, PC
Partner
(781) 848-9610
kimberlyk@bbb-lawfirm.com
Attorney
Home Group: Norwell

Bio: Representing real estate developers and property owners before local boards and courts. Experienced in resolving zoning approvals and disputes, 40B permits, conservation / wetlands issues, and boundary, title or foreclosure needs.

Kimberly Luz

Waldron Rand
(781) 801-1480
kiml@waldronrand.com
Accountant
Home Group: Dedham

Michael McClory

Mainstay Technologies
Business Development Manager
(603) 731-2595
mmcclory@mstech.com
Information Technology
Home Group: Manchester

Christopher Miller

Prince Lobel Tye LLP
Partner
(617) 456-8083
cmiller@princelobel.com
Attorney
Home Group: Boston Charter

Jim Moniz

Northeast Wealth Management
Founder
(781) 353-5043
jmoniz@supremealliancellc.com
Financial Service
Home Group: Plymouth

Bio: Jim focuses on the needs of high net-worth individuals and successful professionals, custom tailoring financial programs.

Bryce Morrison

Bernstein Shur
Attorney
(207) 228-7130
bmorrison@bernsteinshur.com
Attorney
Home Group: Portsmouth

Bio: US and Canadian tax attorney with more than two decades experience in tax, business, and corporate law. I help small and medium sized businesses execute transactions while minimizing tax consequences.

Nancy Muckle

Problems Solved
CEO
(508) 224-4464
nmuckle@probssolved.com
Consultant Service
Home Group: Plymouth

Bio: Solving Problems involving money in healthcare, eldercare, insurance, cybersecurity, vendors and contractors.

Julie Muse-Fisher

Gillis Law, LLC
(857) 205-2315
jmf@legillislaw.com
Attorney
Home Group: Dedham

Alex Olson

Rockland Trust
Financial Consultant
(508) 732-3866
alexander.olson@rocklandtrust.com
Investment Advisor
Home Group: Lexington

Bio: Investment Planning, Insurance Solutions, Wealth Management, Personal CFO, Trustee and Fiduciary Services, Financial Planning, ESG Investments.

Raj Pathak

Morgan Stanley
Managing Director – Wealth Advisor
(617) 589-3373
raju.pathak@morganstanley.com
Investment Advisor
Home Group: Dedham

Chantal Rice

Law Office of Chantal Hayes Rice, Esq.
Attorney/Mediator
(508) 292-3548
chantal@ricelawcapecod.com
Attorney
Home Group: Plymouth

Bio: I am a highly skilled attorney & mediator with over 14 years of experience in divorce mediation and
trust, estate & probate mediation. I handle simple and complex matters, working with mediation clients and their lawyers to settle & avoid court battles.

Matt Taylor

CliftonLarsonAllen
(978) 835-5278
matthew.taylor@claconnect.com
Consultant Service
Home Group: Boston 4

Bio: Providing organizations with full-service accounting and finance solutions.

Amy Wanger

Wanger Law Offices
(781) 245-4440
amy@wangerlawoffices.com
Attorney
Home Group: Wakefield

Scott Wolf

Schlossberg LLC
Member
(781) 848-5028
swolf@sabusinesslaw.com
Attorney
Home Group: Waltham

Adam Zebian

Helix Insurance Advisors
Benefits Advisor
(413) 454-5021
azebian@helixins.com
Insurance
Home Group: Southem New England

Bio: Health Insurance, Healthcare, Employee Benefits, Dental, Vision, Ancillary benefits, Self-funding, Level funding Fully insured.

Joanne Zeolie

Monument Mortgage
President
(781) 861-7767 xl09
joannez@monumentmortgage.com
Real Estate
Home Group: Manchester

Bill Coyne

Boston Legacy Planning, LLC
Estate Planning Attorney/Certified Legacy Advisor
(617) 624-3350
wcoyne@bostonlegacylaw.com
Attorney
Home Group: Carmel Valley 2

Bio: “Estate Planning for Human Beings” means that I help people create estate plans that achieve their financial and non-financial goals. I help business owners harvest the wealth locked in their business to accomplish legacy goals for their loved ones.

Dominic Grew

Elevate Business Coaching, LLC
Business & Executive Coach to Law Firms
(857) 272-6391
dgrew@elevatebusinesscoaching.com
Consultant & Service
Home Group: Dedham

Bio: Teaching law firms and their lawyers how to build, manage and grow thriving practices.

David Keslar

Keslar Insurance Agency
Owner
(603) 273-0953
davidkeslar@keslarinsurance.com
Insurance
Home Group: Portsmouth

Bio: I’m a licensed Insurance professional providing commercial insurance solutions in NH, ME, and MA. We focus on building long-term relationships through education, service, and quality products from highly rated national & regional carriers.

Nathaniel Krakow

Rise Private Wealth Management
Private Wealth Advisor, Managing Director
(603) 319-1443
nathaniel.i.krakow@ampf.com
Investment Advisor
Home Group: Portsmouth

Bio: I deliver personalized financial advice to help you achieve your goals, today and tomorrow. Working together, I can help you feel more confident, connected, and in control of your financial life.

Alex Krisak

Baystate Financial Services
Financial Advisor
(781) 876-4135
akrisak@baystatefinancial.com
Insurance
Home Group: Woburn

Bio: Alex focuses on corporate owned life insurance, medical and group benefits, key person life insurance, and buy-sell agreements.

Johanna Matloff

Wagner Law Group
Partner
(617) 902-8730
jmatloff@wagnerlawgroup.com
Attorney
Home Group: Boston Charter

Bio: I represent nonprofit organizations and their boards of directors in litigation of matters including breach of fiduciary duty, conflicts of interest, employment and benefits, business and discovery disputes, infringement and other wrongful acts.

Alex Mattera

Pierce Atwood LLP
Partner
(617) 488-8112
amattera@pierceatwood.com
Attorney
Home Group: Danvers

Bio: If you represent landlords, lenders, creditors, or plaintiffs, when your opponent files bankruptcy, I’m the one you call.

Larry Mayone

Larry Mayone
Small Business Health Benefits and Individual Medicare Plans
(617) 459-0483
larry@masslifeandhealth.com
Insurance
Home Group: Framingham

Bio: Over 25 years of helping small business owners and individuals with their life, health and Medicare needs.

Jason Medeiros

TopSourced Talent, LLC
President/CEO
(508) 789-3115
jason@topsourcedtalent.com
Consultant & Service
Home Group: Providence

Bio: With over 25 years of search experience, Jason’s passion at understanding a client’s business has made him successful in completing search engagements for CEOs, CFOs, Presidents, and C level executives.

Kathleen O’Toole

Conn Kavanaugh
Partner
(617) 348-8212
kotoole@connkavanaugh.com
Attorney
Home Group: Boston Back Bay

Bio: Employment litigator and advisor on matters such as discrimination, harassment, retaliation, wage and hour, severance agreements, terminations, employee discipline, handbooks, and leave laws.

Lynn Preston

Sheehan Phinney Bass & Green
Shareholder
(603) 627-8362
lpreston@sheehan.com
Attorney
Home Group: Merrimack Valley

Bio: Lynn serves as chair of the firm’s Environmental and Energy Practice Group and focuses her practice in the areas of environmental compliance, enforcement actions and transactional matters.

Barry Sussman

CLA (CliftonLarsonAllen)
Principal – VFLI
(617) 717-0836
barry.sussman@claconnect.com
Accountant
Home Group: Boston 6

Bio: I am an experienced CPA, forensic accountant and expert witness performing investigations and damages analyses in business and intellectual property disputes.