Professional Advisors Network

Lauren E. Atsalis
Associate
Bass Doherty & Finks, P.C.

Stephanie A. Bruno
Associate
Nixon Peabody LLP

Erin J. Cooper
Vice President & Relationship Manager
Cambridge Trust Company

Chelsea Davis
Family Office Director
Spark Capital

Ryan D.  Ederle
Financial Advisor
The Littlefield Team at
UBS Private Wealth Management

Stephanie L. Finnegan
Manager
BlumShapiro

Sarah R. Grandfield
Counsel
Verrill Dana LLP

Lilli Homer
Director
SCS Financial

Jessica L. Lambert
Counsel
Choate Hall & Stewart LLP

Nicole Jackson Leslie
Vice President
Brown Brothers Harriman

Tyler Lewis
Portfolio Manager & Partner
Brown Advisory

Benjamin J.  Linares
Case Design Analyst
The Coyle Company

Richelle Maguire
Partner
DiCicco, Gulman & Company LLP

Kristen E. Meahl
Financial Consultant
Fidelity Investments

Amber Mercer
Assistant Vice President, Senior Client Advisor
Marsh Private Client Services

Brett A. Mirliani
Managing Director
Birch Hill Investment Advisors LLC

Jennifer A. Moran
Financial Advisor
Grimes & Company, Inc.

Jaclyn S. O’Leary
Counsel
Day Pitney LLP

Susan A. Robb
Vice President & Senior Trust Officer
First Republic Trust Company

Angela P. Simmons
Manager
JDJ Family Office Services

Molly Soiffer
Attorney
Bove & Langa
2020-2021 PAN Vice Chair

Melissa E. Sydney
Partner
Tarlow, Breed, Hart & Rodgers, P.C.

Barbara Targum
Managing Partner
Dwight Rudd Insurance
2020-2021 PAN Chair

Jonathan Vostok
Senior Tax Manager
Ernst & Young LLP

Matthew D. Whitehead
Attorney
Feinberg Hanson LLP

PAN Alumni

Susan L. Abbott, Esq.
Goodwin Procter

Sarah M. Allen, Esq.
Rice, Heard & Bigelow, Inc.

Kelly Aylward
Lourie & Cutler, P.C

Steven M. Ayr 
Associate
Casner & Edwards, LLP

Laura K. Barooshian, CPA, MST
DiCicco, Gulman & Company LLP

Brett J. Barthelmeh, Esq.
Squillace & Associates, P.C.

Brad Bedingfield
Hemenway & Barnes LLP

Sandrine Benevides
Andersen

Ryan Benson
Aspiriant

Kevin M. Bergesen
Beacon Trust

John H. Biebel, J.D., CFP^®
Ridley Cove Financial Advisors LLC

Ryan P. Brunell
Principal
Wolf & Company, P.C.

Alice D. Burley
SCS Financial

Hillary Burr
Wolf & Company, P.C.

Trevor D. Byrne, CFP
The Whalen Byrne Group at Morgan Stanley

Jeffrey Cashman
Marsh USA

Lennox Chase
Needham Bank

Jennifer Civitella Hilario Attorney at Law

Andrew Clark
Marcum LLP

Liza M. Connelly
Senior Vice President
CIBC Private Wealth Management

Matthew Conroy
Argent Wealth Management, LLC

Kristin Costa
RSM US LLP

Jayson DeAngelis, CFP®
Ballentine Partners

Jennifer DeSisto
Anchor Capital Advisors LLC

John Dinneen, CPA
Battery Global Advisors

Susan N. Dupuis, Esq.
Marcum LLP

Maria Egan 
Portfolio Manager and Shareholder Engagement 
Manager
Reynders, McVeigh Capital Management, LLC

Annette Eaton
Northern Trust

Jennifer S. Ewing, Esq.
Ropes & Gray

F. Brooke Field
Andersen

Caroline Gaffney, CFP®, CFA
Atwater Wealth Management

Holly Gately
Vice President, Sales & Marketing
Felton, Berlin & Erdmann Insurance Services, Inc.

Alison I. Glover
Mintz Levin

Laura T. Godine, J.D.
Eaton Vance Investment Counsel

Alexander J. Gross
Daintree Advisors LLC 

Kelly J. Guarino
Fiduciary Trust

Travis Hall
Leader Bank

Pamela L. Halter
Pabian & Russell, LLC

Juleby A. Hirsch
TIAA-CREF

Michael Hough, CPA
Andersen

Rachel L. Kalin, Esq.
Bass, Doherty & Finks P.C.

Jeff Kaplan
Risk Strategies Company

Timothy Kierstead
Eaton Vance Investment Counsel

Sonia Kowal
Zevin Asset Management, LLC

Richard LaCross, CPA
LaCross Financial Advisors

Sheila Chen Lawrence
Ballentine Partners

William Leisman
Leisman Insurance Agency, Inc.

Jennifer L. Leisman Dessert, CLU
Leisman Insurance Agency, Inc.

Amy R. Lonergan
Day Pitney LLP

Johanna Blaxall Longnecker
Fidelity Investments

Alison E. Lothes
Gilmore, Rees & Carlson PC

Jonah Lupton
Intercapital Group

Jennifer A. Lydon
PwC

Brian Lynch
Owner
Lynch Insurance Group

Colleen MacLeod, CPA

Nakia Maddox-Eubanks
Bainco International Investors

Christopher F. Mahoney
RINET Company, LLC

Brooke L. Manfredi
Foster Dykema Cabot & Co., Inc. 

Geoffrey M. Mason, Esq.
Ropes & Gray

Ruth Mattson
Vacovec, Mayotte & Singer, LLP

Kathleen M. McDonough
Paul McCoy Family Office Services LLP

Andrew McGlynn
Goldman Sachs

Nicole Merrill

Gregg S. Miles, CFP®
Cross Coastal Advisors

Joshua S. Miller
CIBC Private Wealth Management 

Laurel M. Millette
Pabian & Russell, LLC

Marc E. Mingolelli, AIF
Pinnacle Financial Group

Brian W. Monnich, Esq.
Choate Hall & Stewart LLP

Rebecca J. Mutch
Vice President, Wealth Planning Advisor
Eaton Vance Investment Counsel

Jennifer Christian Murtie
Ballentine Partners

Andrew Nigrelli, CMFC®
Northeast Planning Associates, Inc.

Adam Ochlis, CPA, MST
Ballentine Partners

Tiffany A. O'Connell, Esq.
O’Connell Law LLC

Jeffrey Parker

Martha Payne
LPL Financial

Adrienne M. Penta
Brown Brothers Harriman

Coco M. Plum
Paul McCoy Family Office Services LLP

Michelle M. Porter
Goulston & Storrs PC

Jharid Pratt
Principal
Abbott, Pratt & Associates

Robert W. Prifti, CFP®, CPA
Andersen

Steven Principe, CFP®
Morgan Stanley

Sam Quinn, CFA
JP Morgan

David S. Raymon
Burns & Levinson LLP

April Rey
Marsh USA

Elliot Rotstein
Management Planning, Inc.

Julie Rousseau
First Republic Private Wealth Management

MaryEllen S. Ryan
Bentley University

Anja Saloranta
Ballentine Partners

Jordana G. Schreiber
Day Pitney LLP 

Kristin Shirahama, Esq.
Bowditch & Dewey

Leanne Stafford
DiCicco, Gulman & Co., LLP

Craig Standish
Brown Advisory

Jessica Sullivan
PwC 

Allison L. Taff, CWS
Wheels Up

Bradford Taylor
Marcum LLP

Kyle Tracey
SCS Financial

Scott D. Tuxbury, AIF
Sapers & Wallack, Inc.

Richard D. Tyson
Wilmington Trust

Sarah M. Waelchli, Esq.
Hemenway and Barnes LLP

Anne Warren
Brown Brothers Harriman

Sara A. Wells, Esq.
Morgan, Lewis & Bockius LLP

Courtney Wilkinson
The Blackstone Group

Debra A. Whitney
Partner & Senior Client Advisor
Ballentine Partners