Speakers
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Kristen Ferris
Director
Goulston & Storrs
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Thaddeus (Todj) Gozdeck
Partner
Citrin Cooperman Advisors LLC
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Ryan Losco
Vice President, Private Banker
BNY Wealth
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Carly Perkins
Corporate Associate
Goulston & Storrs
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Callie Shanley
Client Advisor, Vice President
Bernstein Private Wealth Management
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Andrew Worcester
Former Owner-Operator, Poolweb (Aquatic Technology, Inc.) Co-Founder, Worcester Solutions Group
Event Details
When:
July 29 - 31, 2026
Where:
Courtyard by Marriott Portland Downtown Waterfront
