Melissa Sherwood

Panakio Public Insurance Adjusters Inc
(781) 592-7575
melissa@panakio.com
Home Group: Boston 3

Mike Cali

Insurance Marketing Agencies
Vp of Sales & Service
(508) 471-1112
michael.cali@imaagency.com
Insurance
Home Group: Norwell

Lynne Clyde

RCG Consulting
Compliance & Risk Management Consultant
(781) 741-0468
lynne@rcgcompliance.com
Consultant Service
Home Group: Boston 3

Bio: Once & Well: RCG Consulting will help you remediate, optimize, or elevate any aspect of your compliance and risk management program. Fix your foundation once and well.

Alisha Crowley

CLA (CliftonLarsonAllen)
Principal
(617) 984-8109
alisha.crowley@claconnect.com
Accountant
Home Group: Milton

Maggie Ek

Cross Country Mortgage
Senior Loan Officer
(978) 778-5450
maggie.ek@ccm.com
Banking finance
Home Group: Merrimack Valley

Dr. Arthur Graziano

GrazianoHumanCapital
Principal, GrazianoHumanCapital
(781) 706-6972
amg23l9@gmail.com
Consultant Service
Home Group: Braintree

Bio: I assess, define and refine organizational structures; fitting people together like a jig saw puzzle. No gaps. No overlaps. The goal is creating a cohesive culture through great Leadership..We build TEAMS; all moving in a postive direction.

Ted Haughey

Risk Strategies
Vice President, Business Development, Health & Welfare/Retirement
(781) 371-8921
thaughey@risk-strategies.com
Insurance
Home Group: Cambridge

Tara Johnson

Alchemy Wealth Marketing
Founder
(847) 510-5730
tara@alchemythree.com
Marketing
Home Group: Waltham

Bio: I help businesses in the financial space grow, differentiate and evolve.

Don Martelli

PR Bunker
Owner & CEO
(617) 413-6773
don@prbunker.com
Other
Home Group: Boston 3

Bio: Public Relations, Crisis Communications, Digital Marketing, Public Affairs, and Creative Design.

Peggy McGillin

CEO, Founder & Owner, CFP, MBA
(973) 554-6944
pmcgillin@saxwa.com
Investment Advisor
Home Group: Southem New England

Bio: Peggy McGillin has been building organizations through meaningful relationships her whole career. As the founder, owner and principal of Journey Wealth Partners in Concord, Massachusetts Peggy works with people to ensure their resources align.

Tom Pappas

CLA CAAS (Client Accounting and Advisory Services)
Fractional Non Profit CFO
(617) 603-3914
tom.pappas@claconnect.com
Consultant Service
Home Group: Merrimack Valley

Bio: An experienced Financial Consultant whose passion is to assist Nonprofits achieve their missions.

Craig Ross

Engage CFO
(802) 735-6111
craig.ross@engagecfo.com
Financial Service
Home Group: Boston 7

Janet Ruggieri

Murphy & Rudolph, LLP
Partner
(617) 821-4040
ruggieri@rudolfsmith.com
Attorney
Home Group: Framingham

Renee Scudder

Inspire Leadership, LLC
CEO
(781) 718-3556
renee@reneescudder.com
Consultant Service
Home Group: Boston 5

Bio: Renee Scudder is an Executive, Corporate and Small Business Leadership Trainer, helping clients become high-performing, multi-dimensional leaders.

Elizabeth Shah

Commonwealth Payroll & HR
Business Development Director
(857) 366-0378
elizabeth.shah@commpayhr.com
Human Resources
Home Group: Danvers

Bio: Payroll/HR Systems Advocate.

Sammy Azzouz

Heritage Financial Services
President & CEO
(781) 255-0214
sazzouz@heritagefinancial.net
Investment Advisor
Home Group: Waltham

Bio: CEO of a wealth management firm that helps people who are serious about their finances build financial plans and invest their money. I blog at thebostonadvisor.com and my book is Beyond the Basics: Maximizing, Allocating, and Protecting Your Capital…

Dennis Calcagno

Northeast Mediation & Arbitration, LLC
Esquire
(617) 328-8888
dcalcagno@northeastmediation.com
Attorney
Home Group: Braintree

Bio: Attorney Calcagno is a full-time mediator/arbitrator providing out of court services in MA & FL. Cases handled involve employment, personal injury, professional malpractice, business disputes, construction, maritime, and complex multi-party litigation.

Peter Herbst

Herbst Law Group, LLC
Attorney
(781) 843-5034
peter@herbstlawgroup.com
Attorney
Home Group: Braintree

Bio: I work with individuals, families, and business owners to develop understandable estate plans that minimize probate administration and transfer wealth in a tax efficient manner while furthering client goals.

John Howard

New York Life Insurance
(781) 308-2284
jlhowardjr@eaglestrategies.com
Insurance
Home Group: Boston Back Bay

Bio: Financial Planning; Life Insurance; Long Term Care; Disability Insurance; Annuities; Retirement Planning; Lifetime Income; Investments; College Funding; Estate Planning; Buy Sell Agreements; Key Person Strategies; Charitable Giving.

John Young

O’Hagan Meyer
Partner
(617) 843-6803
jyoung@ohaganmeyer.com
Attorney
Home Group: Braintree

Bio: I am a trial attorney and my practice focuses on defending businesses, individuals and their insurers in state and federal court who have been involved in serious accidents, catastrophic injuries and property damage matters.

Daniel Batterman

Lipresti Law, P.C.
Attorney
(617) 286-5298
dbatterman@liprestilaw.com
Attorney
Home Group: Cambridge

Bio: Technology lawyer with almost three decades of experience providing practical & cost-effective legal counsel on intellectual property, internet, contract, and transactional matters. I protect a company’s trademarks, copyrights, and trade secrets as well.

Jeremy Bombard

Bombard Law Office, PC
Business Attorney
(781) 214-0746
jbombard@bombardlaw.com
Attorney
Home Group: Framingham

Bio: Business attorney that works with small businesses acting as their part-time general counsel. I assist businesses to incorporate, draft contracts, review commercial leases, buy/sell a business, and other legal needs.

John Ciccone

Capital Navigation Group
(617) 542-1207
john@capitalnavigationgroup.com
Financial Service
Home Group: Seaport

Bio: The founder of a boutique, fee only wealth mgt. firm, John provides highly customized solutions (i.e.concierge services) in all areas of planning. He is a financial coach in his clients lives helping them achieve their goals, dreams, and aspirations.

Denis Dillon

McClane Middleton
Attorney
(603) 334-6921
denis.dillon@mclane.com
Attorney
Home Group: Portsmouth

Bio: Denis is a member of the Trusts and Estates Department and practices in the areas of taxation, estate planning, probate law, and elder law, including Medicaid planning.

Jeffrey Heather

North Light IT
Owner
(781) 205-4653
jeff@northlightit.com
Information Technology
Home Group: Boston 4

Bio: Fully outsourced IT providing cybersecurity, strategic guidance, and support for small business. An IT partner you can swear by, not at.

Raphael Roman

Roman Law Group, PLLC/Fleet Street Title & Closing
Commercial Real Estate, Finance and SBA 504 Designated Attorney
(603) 433-3335
raphael@romanlawgroupnh.com
Attorney
Home Group: Portsmouth

Bio: Licensed in NH, MA, ME, VT, AL and FL, we specialize in assisting lenders, buyers and sellers in commercial real estate and business acquisitions and dispositions, including conventional, SBA and cash deals, and are a full service title and closing agent.