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.

Showing 7 Members

Membership Co-Chair

Nathan Collins

Financial Advisor

Raymond James

Call me when... your client needs tax, estate and financial planning from a wealth manager who has actual experience selling a company for mid-eight figures.

Programming

Ken Zinghini

Partner

Martin LLP

Call me when... You need legal advice on a corporate or business matter -- such as financing (debt or equity), buying, selling, investing in or operating a business -- or are interested in the federal Opportunity Zones capital gains tax program.

Programming

Bradley Hardy

Managing Director Commercial Banking

Citizens Bank

Call me when... You have any kind of banking need or general question.

Power of 3

Emerging Professionals

Elizabeth Wolf

Vice President, Wealth Advisor

Bernstein Private Wealth Management

Call me when... you are pre-transaction for the best planning/wealth management advice, but we can absolutely design a wealth roadmap post-transaction as well

Membership Co-Chair

Michelle Orr

Vice President

Live Oak Bank

Call me when... You are seeking financing to buy a business, or to pre-qualify a business for an upcoming sale.

President

Jason Correia

CLA

Call me when... you need financial or tax due diligence services (buy-side or sell-side) in conjunction with an M&A transaction, from a reliable, experienced and responsive CPA.

Programming