Janine Bouchard

Commonwealth Financial Group
Financial Planner
(781) 374-7447
jbouchard@financialguide.com
Investment Advisor
Home Group: Boston 2

Jeremy Carroll

Meehan, Boyle, Black & Bogdanow, P.C.
Attorney
(781) 572-4584
jmcarroll@meehanboyle.com
Attorney
Home Group: Boston 6

Andrew Cohen

SMR Consulting Inc.
(617) 600-5000
acohen@smr.us
Information Technology
Home Group: Boston Charter

Jeff Collins

Morgan Brown & Joy, LLP
(617) 788-5024
jcollins@morganbrown.com
Attorney
Home Group: Woburn

Bio: I represent employers and management in all aspects of employment law, including advice, counseling and litigation in state and federal courts, as well as before administrative agencies.

Kevin Crick

Rights Protection Law Group PLLC
Founder Managing Attorney
(617) 340-9225
k.crick@rightsprotect.com
Attorney
Home Group: Burlington

Joe Daigle

Daigle Law
(401) 256-1417
jrd@jdaiglelaw.com
Attorney
Home Group: Providence

Kevin Delaney

Retirement Solution Group LLC
Vice President of Business Development
(603) 600-7219 x 415
kevin@retirementsolutiongroup.com
Investment Advisor
Home Group: Portsmouth

Bio: Focused on retirement plan consulting including plan design, administration & advisory. A fiduciary investment advisor & compliance resource for 401(k), 403(b) and Pension plans.

Rory Fazendeiro

(617) 757-6507
rfazendeiro@bowditch.com
Attorney
Home Group: Framingham

Rachel Foy

Hillman Homes
Broker/Owner, Realtor
(617) 930-5665
rachel@hillmanfoy.com
Real Estate
Home Group: Woburn

Bio: 20 Years of experience. Owner of Hillman Homes, a boutique, full service real estate firm offering superior service to buyers, sellers, renters and investors in MA and NH. Our business is over 95% referrals that shows we put our client’s interests first!

Electra Govoni

TAB Boston Northwest
CEO
(781) 365-9778
electra@tabbostonnw.com
Consultant Service
Home Group: Merrimack Valley

Bio: Electra helps forward-thinking business owners grow their businesses, increase profitability and improve their lives with business coaching, facilitating local business owner advisory groups to achieve business results.

Dana Hall

FranNet of Boston
Franchise Consultant
(978) 239-2665
dhall@frannet.com
Consultant Service
Home Group: Merrimack Valley

Judi Harrington

Judi411
Chief Copywriter at Judi 411 Copywriting Services
(617) 694-9072
judi@judi411.com
Consultant Service
Home Group: Boston Charter

Bio: Content and Copywriter for Complicated Concepts.

Annette Hines

Special Needs Law Group of Massachusetts, PC
Founding Partner
(508) 861-3453
ahines@specialneeds-law.com
Attorney
Home Group: Boston 5

Bio: My firm and I provide an array of services including estate planning and special needs trusts, guardianships and conservatorships, transition and special needs planning, advocacy and care management, and special needs trust administration.

Elizabeth Inglis

Chinitz Law LLC
Partner
(781) 418-5122
elizabeth@chinitzlawllc.com
Attorney
Home Group: Boston Charter

Kathleen Burns Kingsbury

KBK Wealth Connection
(802) 496-2572
kbk@breakingmoneysilence.com
Consultant Service
Home Group: Boston 5

Ellen Klapper

Eastern Bank
(617) 967-8461
e.klapper@easternbank.com
Real Estate
Home Group: Boston 6

Lisa Casey Labelle

Law Office of Lisa Casey Labelle
(617) 765-7114
lcl@caseylabellelaw.com
Attorney
Home Group: Boston Charter

Helen Laskaris

Harvard University Employment Credit Union
Senior Mortgage Loan Originator
(617) 834-3813
helenlaskaris@gmail.com
Real Estate
Home Group: Cambridge

Bio: Passionate about helping First Time Homebuyers obtain mortgage financing . Work with people affiliated with Harvard University including employees of Mass General Brigham system.

Luisa Lugo

New York Life Insurance
(781) 859-8277
llugo@ft.newyorklife.com
Insurance
Home Group: Boston 5

Sandy Pesiridis

Partner
(339) 674-9894
spesiridis@grimaldipesiridis.com
Attorney
Home Group: Boston 6

Sara Sarkis

Cambridge Trust
(617) 441-1570
sara.sarkis@cambridgetrust.com
Banking Finance
Home Group: Boston Charter

James Tavares

Lodestar Wealth
(617) 386-2055
jtavares@lodestarwealth.com
Investment Advisor
Home Group: Providence

Bio: Corporate Retirement Plan Consultant, Co-Founder of Lodestar Wealth Public Benefit.

Rob Torres

Capital One Bank
Vice President-Senior Business Banker
(617) 620-1855
robert.torres@capitalone.com
Banking Finance
Home Group: Boston 6

Rick Briggs

Consilium Partners LLC
Managing Director
(617) 274-1706
rdb@cpboston.com
Financial Service
Home Group: Boston 1

Bio: I am an investment banker who advises entrepreneur-owned lower middle market businesses through the complex process of selling the company. I concentrate on specialty manufacturing and all types of business services companies.

Stephen Giulietti

Morgan Stanley
Senior Vice President – Wealth Management
(617) 589-3441
stephen.p.giulietti@morganstanley.com
Investment Advisor
Home Group: Boston 2

Bio: Stephen Giulietti is the senior partner of The Patriots Hill Group at Morgan Stanley, a wealth advisory team focusing on business owners and senior executives with extensive experience in the financial, technology and real estate sectors.

Michael Giunta

Freeman Mathis & Gary, LLP
Attorney at Law
(617) 963-5974
mgiunta@fmglaw.com
Attorney
Home Group: Boston 2

Bio: I am a civil trial lawyer with 34 years of trial and alternate dispute resolution experience providing effective and cost efficient counsel for those litigants bringing or defending complex claims. I handle all types of fiduciary, trust and estate.

Jennifer Brennan

HarborOne Mortgage
Branch Manager
(781) 258-5150
jbrennan@harborone.com
Banking & Finance
Home Group: Newburyport

Bio: Buying a home is both an emotional and financial decision and it gets very personal, very quick. Being a seasoned local lender, I have the advantage of being able to meet with my clients to educate them on the challenges of todays lending environment.

Kevin Cuozzo

Asure Software
Rockstar HCM Sales Executive
(617) 512-7703
kevin.cuozzo@asuresoftware.com
Consultant & Service
Home Group: Cambridge

Bio: I solve people and payroll problems and can assist with ERTC filings! I provide Rockstar Human Capital Management utilizing fully Integrated HR/Payroll/Time Management solutions so your company can grow.

Denzil Kanarek

Mahlowitz & Kanarek LLC
Owner/Partner
(617) 279-2450
denzil@makalaw.com
Attorney
Home Group: Needham

Bio: The focus of my practice is residential conveyancing and closings. My firm represents buyers, sellers, lenders and developers. As a smaller firm, we can offer service and attention that larger firms are unable to provide.

Amy Lipman-White

Law Office Lipman & White
Managing Partner
(781) 924-5678
alipman@lipmanwhite.com
Attorney
Home Group: Hingham

Bio: Bankruptcy/Financial Crisis Attorney 25+ years Ch 7 13 & 11

Marques Lipton

Lipton Law Group, LLC
Attorney & Counselor at Law
(508) 202-0681
marques@liptonlg.com
Attorney
Home Group: Framingham

Bio: Bankruptcy and Insolvency attorney for individuals and small busineeses.

Brian Lynch

Lynch Insurance Group
(781) 405-5225
brian@lynchinsurancegroup.com
Insurance
Home Group: Wakefield

Bio: Licensed insurance broker willing to work diligently with each client to find the optimum coverage solutions to meet their unique needs.

Amy Mariani

Mariani Mediation Services LLC
(617) 279-0540
amariani@marianimediation.com
Attorney
Home Group: Boston 2

Bio: I enable individuals and businesses to take charge of their futures by mediating their conflicts instead of engaging in protracted, expensive, and stressful litigation.

Justin Merola

Merrill Lynch
Senior Vice President
(781) 283-5680
justin.merola@ml.com
Financial Service
Home Group: Seaport

Bio: As Senior Vice President and Senior Advisor at Merrill Lynch in Wellesley, my team and I provide comprehensive goals-based wealth management and integration – including and beyond investment advice and guidance – for successful families, primarily.

Brian Moore

Nelson Mullins Riley & Scarborough LLP
Partner
(617) 217-4769
brian.moore@nelsonmullins.com
Attorney
Home Group: Boston 3

Bio: I practice in the area of business law where I counsel privately and publicly held companies on corporate, finance, and securities law matters. I have a particular focus on middle market M&A transactions.

Aidan Murphy

Scalli Murphy Law, P.C.
(617) 387-7000
amurphy@scallimurphy.com
Attorney
Home Group: Wakefield

Bio: My practice focuses on clients who have suffered traumatic personal injury or are facing criminal charges. Call me when your client is in the back seat of a police car or the back seat of an ambulance!