We work closely with nonprofits and community leaders and have developed a wealth of knowledge about the needs and priorities of our region.
- Edward "Ted" Almy Jr. – ARCH Group | UBS
- Donald W. Anderson, Esq. - Brenner, Saltzman & Wallman LLP
- Achille A. Apicella, CPA - Apicella, Testa & Company PC
- Edward Banks, AAMS, AWMA - Banks Wealth Management LLC
- Nicole J. Barillaro, Esq. - Gambardella, Cipriano, Gottlieb & Hathaway PC
- Patricia R. Beauregard, Esq. - Cummings & Lockwood LLC
- Thomas Beirne III, CFP - The Washington Trust Company, Halsey Associates
- Karen J. Bellamy - KJB Associates LLC
- Frank Bonito, Esq. - Law Offices of Attorney Frank Bonito
- Andrew Boone - Boone Macaluso Group of Raymond James
- Stearns J. Bryant, Jr., Esq. - Nugent & Bryant
- Sonia Caban - Caban Financial LLC
- Asalyn D. Coachman - Great Lakes Financial Group of Prudential
- Marta A. Collins, Esq. - Leckerling, Ladwig & Leamon LLC
- William S. Colwell, Esq. - Parrett, Porto, Parese & Colwell PC
- Timothy W. Crowley - Crowley Law Offices
- Christine L. Curtiss, Esq. - Cohen & Thomas Attorneys at Law
- Michael D'Addio - Marcum LLP
- Lisa Nachmias Davis, Esq. - Davis, O'Sullivan & Priest LLC
- Charles E. Dear, CFP - Riverside Financial Group LLC
- Richard J. DiMarco - Cohen & Wolf PC
- Victoria M. DiSesa, Esq. - DiSesa & DiSesa
- Elena Dixon, ChFP, CPFA, CAP - Linden Wealth Advisors LLC
- Stan R. Dombroski - Dombroski Hillis LLC
- Christian Edmonds, Esq. - Christian P. Edmonds PC
- Brian Elliott - Morgan Stanley Smith Barney
- Theodore F. Ells, Esq. - Theodore F. Ells Law Office
- Norman F. Fishbein, Esq. - Fishbein Law Firm LLC
- Norman Forrester, CRPC - Merrill Lynch Wealth Management
- Ruth Fortune, Esq. - Wiggin & Dana LLP
- Colin M. Gershon, Esq. - Colin M. Gershon Attorney at Law
- Marshal D. Gibson, Esq. - Marshal D. Gibson PC
- John D. Gordon, CPA, JD - Donald L. Perlroth & Company, CPAs
- Frances B. Granquist, Esq. - The Pellegrino Law Firm PC
- George P. Guertin, Esq. - Guertin & Guertin LLC
- Michael J. Gulish, CFP - Gulish & Associates
- Michael H. Haggerty, CIMA - UBS Financial Services Inc.
- Elizabeth R. Hartmayer - Merrill Lynch Investment Managers
- Geoffrey A. Hecht - Caplan & Hecht LLC
- Robert A. Heinimann, Jr., Esq. - Law Office of Robert A. Heinimann, Jr. LLC
- Bernadette T. Huang, CFA, CPA - Kreitler Financial
- Thomas L. Hutchison - Merrill Lynch, The GKH Group
- David W. Kesner, Esq. - Wiggin & Dana LLP
- Ihssane Khatib - Northwestern Mutual
- Charles C. Kingsley, Esq. - Wiggin & Dana LLP
- Melanie Kregling, CFP, AWMA - Noble Wealth Advisors
- Charles F. Kreitler - Kreitler Financial
- Robert P. Kreitler - Kreitler Financial
- David E. Laughran, CFP - Edward Jones
- Michelle R. Lavigne, CFP - Sullivan & Associates Wealth Management LLC
- Frederick P. Leaf, Esq. - Frederick P. Leaf - Attorney at Law
- Jairo Lemos, MBA, AIF® - Gateway Financial Partners
- Donna Levine, Esq. - Law Office of Donna R. Levine
- Barbara B. Lindsay, Esq. - Barbara B. Lindsay LLC
- Ingi-Mai Loorand, Esq. - Reid & Riege PC
- Edward W. Lovejoy - Ladd Capital Management LLC
- Amee J. Lunn, Esq. - Law Office of Amee J. Lunn LLC
- Vanessa Maczko, Esq. - Wiggin & Dana LLP
- Pamela J. Matocha, CPA - T.M. Byxbee Company PC
- Barbara A. McCarthy - Northern Trust
- Benjamin P. Michaelson, Esq. - Zangari Cohn Cuthbertson Duhl & Grello PC
- Lisa Newfield - Murtha Cullina LLP
- Erin D. Nicholls, Esq. - Wiggin & Dana LLP
- Charles J. Noble III - Noble Wealth Advisors
- Darin L. Offerdahl, MBA, CPA - AO & Company LLC
- Bette Lynn Paez, CFP - Bette Lynn Paez LLC
- Laura Palumbo - Cetera Advisors Networks LLC
- Gregory J. Pepe, Esq. - Neubert, Pepe & Monteith PC
- Matthew R. Peterson - Carmody Torrance Sandak & Hennessey LLP
- Henry T. Petry, CLU®, ChFC® - Henry T. Petry, CLU®, ChFC®
- Louis R. Piscatelli - Withers Bergman LLP
- Kathy Priest, Esq. - Davis, O’Sullivan & Priest LLC
- Alex J. Ramos - Key Private Bank
- Michael D. Saffer, Esq. - The Pellegrino Law Firm PC
- Stephen L. Saltzman, Esq. - Brenner, Saltzman &Wallman LLP
- Anthony Santore, CPA - Beers, Hamerman, Cohen & Burger PC
- Steven D. Sax - Merrill Lynch, Pierce, Fenner & Smith Inc.
- David R. Schaefer, Esq. - Brenner, Saltzman & Wallman LLP
- Keith Schlingheyde - Benjamin F. Edwards
- Anthony Scillia - Marcum LLP
- Sandra Vigliotti Senich - U.S. Trust, Bank of America
- Fred D. Sette, Esq. - Sette & Parnoff PC
- Fay Sheppard, CRPC®, MBA - Wells Fargo Advisors
- Michael I. Silverberg, CLU®, ChFC® - Lindberg & Ripple
- Mark Sklarz, Esq. - Green & Sklarz LLC
- Ronald A. Soccoli Jr. - Brenner, Saltzman & Wallman LLP
- Gregory J. Stamos, Esq. - Law Office of Gregory J. Stamos
- Fred Stanek, Esq. - Teodosio Stanek LLC
- Justin A. Stevens, SE-AWMA, CFPA, CIMA - The Smiles Group | Merrill Lynch
- Paul K. Sullivan, Esq. - Sullivan & Griffith LLP
- Thomas M. Sutnik, Esq. - Law Offices of Thomas Sutnik
- Dominick J. Thomas Jr. - Cohen & Thomas Attorneys at Law
- Marilyn N. Toland, Esq. - Toland Law Firm
- Alan J. Tyma, Esq. - Ryan & Tyma LLP
- Shelby L. Wilson, Esq. - Green & Sklarz LLC
- Karen E. Yates, Esq. - Withers Bergman LLP
- John J. Zaprzalka, CPA - Apicella, Testa & Company PC
