Lois B. Anderson
Lois B. Anderson Attorney at Law

David F. Ball*
UBS Financial Services Inc

Eliot M. Bassin, CPA
Bregman & Company P.C.

Laura Weintraub Beck, Esq.*
Cummings & Lockwood LLC

Amar Bellara, CFP® ChFC® CLTC® LUTCF®
Bellara & Associates LLC

Catherine M. Brennan Esq.*
Catherine M. Brennan Attorney at Law LLC

Rob Roy Buckingham, Jr., Esq.
Blair & Potts

Paul H. Burnham, Esq.*
Gregory and Adams PC

Caroline M. Calder
Morgan Stanley

Edward J. Capasse, Esq.*
Nevas, Capasse & Gerard LLC

Michael T. Clear, Esq.
Wiggin and Dana LLP

Kerry Connell, CFP®
HTG Investment Advisors Inc.

Spencer M. Cooper, CPA, CFP®
RZH Advisors LLC

Daniel L. Daniels, Esq.*
Wiggin and Dana LLP

Jeffrey J. Danile, Esq.
U.S. Trust

Tatiana F. DaSilva, Esq.
Cohen and Wolf P.C.

Amy L. Y. Day, Esq.*
McLaughlin & Stern LLP

Jennifer A. DeAlmeida, CTFA
Wells Fargo Wealth Management

B. Cort Delany, Esq.*
Cummings & Lockwood LLC

Vincent DiLullo
U.S. Trust, Bank of America Private Wealth Management

William T. Donahue
Wells Fargo Wealth Management

Laura Drynan, CFA, CFP®, CIC
Bourgeon Capital Management

Marissa Dungey, Esq.
Withers Bergman LLP

Daniel P. Fitzgerald, Esq.
Cummings & Lockwood LLC

Richard B. Freeman, CFP®*
Round Table Wealth Management 

Thomas Garvey
United Capital

Carolann Grieve, CTFA
GenSpring Family Office Services

Leslie E. Grodd, Esq.*
Halloran & Sage LLP

Alison Hamilton
Eagle Ridge Investment Management

Jevera Kaye Hennessey, Esq.*
Kaye and Hennessey LLC

David R. Hermenze, Esq.*
Hermenze & Marcantonio LLC

Travis L. Hood, CPA
Kahan, Steiger & Company P.C.

Mary E. Hoyt, CPA*
BlumShapiro

Gray Huffard
Bessemer Trust

Phil Glennon, Esq.
Wealth Enhancement Group

Sandra Greer
First County Bank

Sylvia M. Kapica, Esq.
PKF O’Connor Davies, LLP

Steven Lerangis
Morgan Stanley Private Bank

Ari Maunula, CPA
Marcum LLP

Lane L. Marmon, Esq.
Wealth Enhancement Group

Margaret St. John Meehan, Esq.
Day Pitney LLP

Alexandra L. Mililli, AWMA
UBS Financial Services, Inc.

Frank Moore*
UBS Financial Services Inc.

Peter T. Mott, Esq.*
Brody Wilkinson PC

Greg Murphy
US Bank

D. Robert Morris, Esq.
Pullman & Comley LLC

Stephen M. Napier, Esq.
Ivey, Barnum & O’Mara LLC

Scott Nevins
Bernstein Global Wealth Management

Loretta Nolan, CFP®, AEP*
Loretta Nolan Associates LLC

Ronald B. Noren, Esq.*
Brody Wilkinson PC

Kaitlyn Pacelli, Esq.
Wiggin & Dana LLP

Jennifer M. Pagnillo, Esq.
Day Pitney LLP

Gregory J. Pepin, CPA
Reynolds & Rowella LLP

William J. Peterson*
Neuberger Berman

Joseph A. Pucci, Jr
William Blair

Zachary M. Rawlings
Lenox Advisors, Inc.

Ellen T. Reid, CDFA
Northern Trust

Larry Rollins, CFP
Twenty Four Wealth

Cara Santoro, Esq.
Cummings & Lockwood LLC

Gregory A. Saum, Esq.*
The Law Office of Gregory A. Saum LLC

Andrew B. Seiken, Esq.
BNY Mellon Wealth Management 

Alyssa V. Sherriff, Esq.
Brody Wilkinson PC 

Laurie Giles Shipp, Esq.
Giles Shipp, LLC

George L. Smith, Esq.*
Smith & Grant LLP

Matthew E. Smith, Esq.
Wiggin & Dana LLP

Greta E. Solomon, Esq.
Cohen and Wolf P.C.

Luke T. Tashjian, Esq.
Whitman Breed Abbott & Morgan, LLC

Timothy H. Throckmorton
Webster Private Bank

Charles W. Tricomi, Jr., CFA, CFP®
Crestwood Advisors 

Katy M. Tucci, CTFA
BNY Mellon Wealth Management

Mary Wall, CFP®, CTFA
U.S. Trust, Bank of America Private Wealth Management 

Kevin A. Walsh, Esq.*
Whitman, Breed, Abbott & Morgan LLC

Carl Zuckerberg, CFP®, AIF*
RZH Advisors LLC