Giving Back To Our Community

Our leaders demonstrate their dedication to the XPX mission and our local community by pitching in to ensure we have the best people in the room sharing the best content. They are role models for the kind of collaboration and long-term thinking that our members value. Please reach out to any of our leaders to learn how you too can gain visibility and influence as a volunteer for our chapter.

Leader Directory

Showing 18 Members

President

Launch Committee

Linda Olejko

Business Development Strategist

LMO Consulting, LLC

Call me when... I develop strategies to protect and secure my clients' wealth while simplifying their lives as they transition from "owner" to "investor"

Vice President

Sponsor Chair

Launch Committee

Eric Wulff

CEO

Marcum Wealth

Call me when... your business is at a fork in the road and you are debating whether to grow it further or sell it

Launch Committee

Satricia Rice

Executive Managing Director, Head of the Private Client Group

Clearstead

Call me when... you seek advice on tax, planning, investments or trust services in anticipation of an exit.

Launch Committee

Arthur Gibbs

Partner

Hahn Loeser & Parks LLP

Call me when... Business hours

Communications

Launch Committee

Dawn DiMartino

Regional Manager

PuzzleHR

Call me when... A Company needs HR Due Diligence or Support

Launch Committee

Jennifer Hallos

Attorney

McCarthyLebit Crystal & Liffman

Call me when... you or a client needs guidance on trust and estate planning that is focused on asset protection planning and tax minimization.

Programming Chair

Launch Committee

Molly Brown

Partner

Hahn Loeser & Parks LLP

Call me when... Attorney Specializing in Liquidity Event Planning, M&A, Securities Transactions, and Entity Formation/Corporate Governance.

Launch Committee

Shawn Ely

Managing Director

Lazear - ESOP Advisory

Call me when... You or your client are exploring Succession Planning / Transition options for your business.

Launch Committee

Paul Carleton

Managing Partner

Carleton McKenna & Co LLC

Call me when... I can be of assistance

Membership Chair

Launch Committee

Michael Fox

Managing Partner

Zorro Capital, LLC

Call me when... When you desire to match small to midsize manufacturing or distribution company owners with up-and-coming entrepreneurs, we provide streamlined and improved methods for owners to transition their businesses to a new generation of business managers.

Launch Committee

Michael Ellis

Partner

Buckingham Doolittle & Burroughs

Call me when... Need legal or business assistance in growing your business, recruiting key personnel and selling your business

Launch Committee

Darlene Campagna

President & Owner

Direct Opinions

Call me when... Direct Opinions specializes in the development of customer experience, employee engagement and market intel initiatives that help clients identify their competitive advantage and accelerate profitable business growth.

Treasurer

Launch Committee

Donna Sakony

Tax Principal

BDO USA

Call me when... Tax guidance is needed during any stage of the business life cycle. I can help businesses ensure tax compliance, minimize tax liabilities, avoid surprises, and proactively plan to achieve long-term goals.

Launch Committee

Karmen Harrison

Senior Vice President

Bank of America

Call me when... Any time

Director

Launch Committee

Rita Sherwood

Managing Director

Inglewood Associates LLC

Call me when... Business Performance Advisory (Value Maximization, Operational Improvement, Financial Advisory), Transition/Exit Planning, Buy/Sell Transaction Advisory & Valuation, Interim Management, Expert Witness and Litigation Support

Launch Committee

Leah Epstein

Chief Development & Engagement Officer

MAGNET

Call me when... Manufacturers need support -- automation, new CRM, marketing, product or process innovation, engineering, talent development, etc -- or are looking for a place to make a meaningful philanthropic gift.

Launch Committee