Partner and Wealth Manager at Northstar Financial Planning, a women owned, women-centered boutique wealth management firm. She specializes in guiding clients through major life transitions, including retirement, divorce, loss of a spouse, divorce, and inheritance, as well as advising business owners on complex financial decisions impacting personal wealth.

Julie is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Financial Behavior Specialist®, and Certified Financial Transitionist®. She has specialized training in wealth psychology and the neuroscience of financial decision-making and behavior.

Lisa M. Cukier, Esq., is a law partner at Rubin Rudman in Boston. Her practice bridges the intersection of wealth protection  through trust & estate planning including and adjunct corporate business law matters, as well as wealth protection through matrimonial law, prenuptial planning, and fiduciary service matters such as Guardianship, Conservatorship, Trusteeship and controversies involving trusts and contested estates. Her work involves crafting creative solutions to protect family members, family relationships, and wealth.

Priya Chanduraj is the Confident Clarity Architect behind FinTeam One, a finance executive andtransformational leader redefining how businesses run their numbers.

As President and CEO, she
makes enterprise-grade financial expertise accessible to small and mid-sized businesses, growth-
stage startups, and PE-backed firms. FinTeam One is a one stop outsourced financial clarity platform. It delivers the full spectrum of finance, from transactional bookkeeping to CFO-level strategy, so leaders can scale with confidence.