Governance

• Dan Guglielmo, TrustDesign (chair)
• Jeff Hart, Tarlow, Breed, Hart & Rodgers, PC

Budget

• Shannon Zollo, Morse, Barnes-Brown & Pendleton, P.C. (chair)
• Janice Kelliher, Accounting Management Solutions, Inc.
• Chuck Dwyer, Middlesex Savings Bank
• Martin Omansky, Crucible Advisors

Events

• Michael Oleksak, Trek Consulting (Summit co-chair)
• Bonni Carson DiMatteo, Atlantic Consultants (Summit co-chair)
• Debra Beck, Emerge Design Group
• Charley Matera, Hi-Comm Consulting
• Joan Seamster, The Marketing Activist
• Lenny Lozinsky, LockeBridge LLC
• Harvey Wigder, Fulcrum Group
• Minde Kornfeld, Independent Counsel

Sponsorship

• Dan Guglielmo, TrustDesign

Marketing

• Ron Ware, Wealth Impact Partners (chair)
• Jane Renzi, Thompson-Renzi Associates
• Jay Karamourtopoulos, Lee Munder Capital Group
• Lester Rosensaft, Lockebridge Investment Banking
• Rob Piacitelli, NEBC
• Susan Getgood, GetGood Strategic Marketing Inc.
• Joe Thomas, Joseph A. Thomas

Membership

• John Wheeler, Wheeler Performance Group (chair)
• Frank Mancieri, B2B CFO®
• Rob Moquin, Citi Family Office
• Stan Davis, TowerHunter Executive Search
• Jerry DiMatteo, Atlantic Consultants
• Itamar Chalif, Atlantic Capital Solutions, Inc.

Content and Curriculum

• Katharine White, Lighthouse Performance Strategies, Inc.  and Workplace Renaissance, Inc. (chair)
• Kevin Mulvaney, Babson Academic Advisor
• Jack Beauregard, Institute for Successful Exit Planning
• Mike Cassata, Adventum Group, Inc.
• Marty Croyle, Croyle & Associates PC
• Bonni DiMatteo, Atlantic Consultants
• Larry Girouard, The Business Avionix Company, LLC
• Steven Horwitz, Morgan Stanley Smith Barney
• Jonathan Isenburg, Caturano and Company
• Steven Konowitz, Konowitz & Greenberg, PC
• Brian Layton, Bernstein Global Wealth Management
• John Leonetti, Pinnacle Equity Solutions, Inc.
• Steve Lipka, Avatar Strategic Partners, LLC
• Charley Matera, HiComm Consulting
• Jane Thompson-Renzi, Thompson-Renzi Associates