William Amann

Amann Burnett, PLLC
Partner
(413) 519-0303
wamann@amburlaw.com
Attorney
Home Group: Merrimack Valley

Janice Bosworth

Coldwell Banker
(617) 797-8703
jbosworth50@gmail.com
Real Estate
Home Group: Norwell

David Chapin

Morgan Stanley
Financial Advisor
(617) 478-6486
david.chapin@morganstanley.com
Investment Advisor
Home Group: Boston 3

Bio: Dedicated financial advisor serving business leaders, entrepreneurs, and high-performing professionals. Our tailored strategies and unwavering support help clients achieve their goals. We deliver exceptional guidance to ensure client success.

Rita Cheng

Blue Ocean Global Wealth
Founder & CEO
(301) 502-5306
mcheng@blueoceanglobalwealth.com
Investment Advisor
Home Group: Boston 5

Bio: Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Glob.

Danielle Van Ess

DGVE law, LLC
Owner, Attorney & Counselor at Law
(781) 740-0848
dgve@dgvelaw.com
Attorney
Home Group: Norwell

Bio: Wills, Trusts, & Estates Attorney – I help people leave legacies rather than messes, and I guide surviving loved ones through the worst of times.

Robert Fish

Fields & Dennis LLP
Attorney at Law
(781) 489-6776
rfish@fieldsdennis.com
Attorney
Home Group: Needham

Scott Ford

Schlossberg LLC
(781) 848-5028
sford@schlossbergllc.com
Attorney
Home Group: Norwell

Amy Huff-Harris

Long, Hagan, Huff-Harris
(617) 752-2654
huffharris@lhhlegal.com
Attorney
Home Group: Norwell

Marc LaCroix

Lacroix And Associates Bookkeeping
(617) 875-6829
marc@lacroixandassoc.com
Financial Service
Home Group: Danvers

Bill LeClair

Bay Pointe Wealth Management
Financial Advisor
(508) 728-3443
williamleclair@baypointewealth.com
Investment Advisor
Home Group: Norwell

Joshua Lewin

Bowditch & Dewey, LLP
Partner
(617) 757-6523
jlewin@bowditch.com
Attorney
Home Group: Natick

Bio: Josh Lewin is a business and trial lawyer helping business and their owners navigate and resolve disputes with customers, competitors, vendors, employees, regulators, and co-owners-including in litigation, arbitration and mediation.

Joe Mecagni

Marcum
Director
(617) 807-5143
joseph.mecagni@marcumllp.com
Accountant
Home Group: Boston 6

Katherine Morneau

Morneau Law
Attorney
(603) 943-5647
katherine@morneaulaw.com
Attorney
Home Group: Manchester

Bio: Katherine Morneau is the founder of Morneau Law, an award-winning family law and estate firm serving clients in New Hampshire and Massachusetts.

Matt Naffah

Isovera
(617) 992-2967
mnaffah@isovera.com
Consultant Service
Home Group: Haverhill

Bio: CEO of Isovera- a Brand, Digital Marketing & Development Agency.

Edna Peters

Edna Peters Insurance Services
(978) 815-4667
edna@ednaforlife.com
Insurance
Home Group: Haverhill

Brian Reilly

Partridge Snow & Hahn LLP
(617) 292-7900
breilly@psh.com
Attorney
Home Group: Cambridge

Bio: Brian serves as corporate legal counsel to a wide range of emerging and established businesses.

Corey Ritchie

Solaris
Partner
(617) 501-2093
corey.ritchie@solarisadv.com
Financial Service
Home Group: Boston Charter

Keziah Robinson

Cassia Partners, LLC
Co-Founder Coach | Transformation Co-Pilot
(617) 504-7757
keziah@cassia-partners.com
Consultant Service
Home Group: Boston 5

Bio: I’m known as a “shapeshifter” who “can coach cofounders and partners through any challenge at any stage of their busines.” My approach blends a foundation in finance & operations with an unwavering belief in the power and potential of human beings.

Marco Sandanato

Sandato Law
(617) 481-2742
msandonato@sandonatolaw.com
Attorney
Home Group: Braintree

Jared Shwartz

Hinckley Allen
Partner
(617) 378-4442
jshwartz@hinckleyallen.com
Attorney
Home Group: Boston 3

Bio: I represent privately-held and family-owned business across a wide variety of industries. I provide strategic advice and guidance on matters ranging from everyday legal needs to transformative transactions.

Gary Sidell

Bell Tower Commercial Real Estate Group
President
(978) 458-8822
garys@belltowercregroup.com
Real Estate
Home Group: Haverhill

Sara Silva

Silva, Kettlewell & Pignatelli LLP
(617) 960-7556
sara.silva@skpboston.com
Attorney
Home Group: Boston Charter

Mark Talamo

Brown & Brown Insurance
Vice President, Employee Benefits
(603) 820-8233
mark.talamo@bbrown.com
Insurance
Home Group: Manchester

Bio: Employee Benefits Broker and Consultant. Assisting clients in design, marketing, negotiation, implementation and administration of employee benefit plans. Plans we assist with include group health, dental, vision, life, disability, FSA, HSA, and more.

Ernest Brown

Business Funding Northeast
Principal
(978) 857-6093
ebrown@finance-manager.com
Banking & Finance
Home Group: Manchester

Bio: Receivables Factoring; Equipment Financing; Property Financing: Fix n’ Flip/Bridge/Cash outs; Asset Based Lending; Debt restructuring; Unsecured Loans; Consumer Financing; SBA Lending. Call us if the bank says “NO” or just being slow.

Alfred A Gray

Rubin and Rudman, LLP
Partner
(617) 330-7079
agray@rubinrudman.com
Attorney
Home Group: Danvers

Bio: Experienced lawyer with former public service background specializing in all facets of labor and employment law. Additional legal services regarding human service and special education matters to facilities and individuals.

Anthony Laurentano

Nelson Mullins Riley & Scarborough LLP
Partner
(617) 217-4624
anthony.laurentano@nelsonmullins.com
Attorney
Home Group: Boston 4

Bio: I protect inventions and brands (e.g., patents and trademarks) of innovative companies and individuals in the HiTech space.

Jonathan Contrada

Scalli Murphy Law PC
(617) 387-7000
jcontrada@scallimurphy.com
Attorney
Home Group: Cambridge

Bio: Personal Injury Attorney – The one to text when your car gets wrecked.

John Delano

Bender Hatch Insurance
Insurance and Risk Management Executive
(617) 367-8709
johnd@benderhatch.com
Insurance
Home Group: Boston 4

Bio: Property and casualty insurance for individuals and business. Insuring individual’s auto, home/condominium, jewelry, art, umbrella and boat. Insuring business’s property, liability, professional, auto, directors, workers comp and cyber.

Julie K Ladimer

Ladimer Law Office PC
Estate Planning Attorney
(508) 532-8689
jladimer@ladimerlaw.com
Attorney
Home Group: Natick

Bio: I help clients feel relaxed, empowered, and relieved by breaking down the complex and confusing elements of what happens when you pass away. I help our clients to avoid probate, and make an easy transition of their assets to their loved ones.

Daniel Paris

Bank of America Private Bank
Private Client Advisor / Senior Vice President
(617) 434-5208
daniel.paris@bofa.com
Investment Advisor
Home Group: Milton

Bio: I advise successful individuals and families on all aspects of their personal balance sheets. My passion is to learn about my clients to understand how my team and I can partner with them through their families multigenerational journey.

Glenn Wegrzyn

Law Offices of Alan M. Cohen LLC
Attorney
(617) 272-6819
gwegrzyn@collections-law.com
Attorney
Home Group: Framingham

Bio: Collection/commercial litigation on promissory notes, invoices, breach of contract and judgments, with focus on attachments and injunctions, usually on a contingency basis.