2025 Panelists Jeff Lortz Managing Partner | Focal Point Growth Advisors of Boston More about Jeff… Mike Redfield, CPRIA Senior Private Risk Advisor | The Baldwin Group More about Mike… Danielle Justo, Esq. Partner | Rich May, P.C. More about Danielle… Greg DeSimone President | Catapult Advisory Group More about Greg… Al Inglesi Vice President | Business Banking, Eastern Bank More about Al… Ken Cheo Founder, President, and Owner | Our Sales Coach More about Ken… Kevin Pepe Principal | Commercial Realty Advisors, Inc. More about Kevin… David C. Foster, CPA, CGMA, CBEC Partner | Greater Boston Advisory Group More about David… Robert Schildkraut President | Falcon Management More about Robert… Kevin MacArthur CEO | Secure Networks, Inc. | Professional EOS Implementer® More about Kevin… Kate Leonard, Psy.D. Partner | Northeast Wealth Management More about Kate… Warren Rutherford Founder | Rutherford Advisors, Inc., dba The Executive Suite More about Warren… Jim Moniz President | Northeast Wealth Management More about Jim…
