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  • Exit Planning Exchange
Exit Planning Exchange
Dec
14

XPX Charlotte Chapter Annual Meeting (Members Only)

Details

Date & Time

Wed, Dec 14th, 2022 â‹… 8:30am - 9:00am (EDT)

Location

Zoom link to be sent upon registration

Tickets

Charlotte Members
$0.00
Guests

Registrants

30 people attended
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Michael Stier of FocusCFO is a member of XPX Charlotte
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
BS
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
+25

TEST Year end update and election of board members


Please make every effort to attend this short but important virtual meeting.

Slate of candidates for the board will be sent via email to current members.

For those who cannot attend, the email will contain instructions for an alternative means for submitting your vote.

Zoom link to be sent upon registration.

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© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Greenwich Capital Group
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
BS
Brian Steen
Steen Valuation Group, LLC
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
EL
Ellen Linares
Selwyn Financial LLC
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Jeff Brinkman of New Republic Partners is a member of XPX Charlotte
Jeff Brinkman
New Republic Partners
JW
Jennifer Wagner
Grant Thornton LLP
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Joe Donlevy of Filmore Capital is a member of XPX Charlotte
Joe Donlevy
Filmore Capital
Matthew Bradbury of Business Acquisition & Merger Associates is a member of XPX Charlotte
Matthew Bradbury
Business Acquisition & Merger Associates
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
CD
Carrie Dyckman
BGW CPA, PLLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
SN
Sulayman Nyang
Edward Jones
Ronald Benedict of PNC Wealth Management is a member of XPX Charlotte
Ronald Benedict
PNC Wealth Management
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work, a division of Conrad Trosch & Kemmy, P.A.
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
Brian Swilling of NaviPath Financial is a member of XPX Charlotte
Brian Swilling
NaviPath Financial
JA
Jackie Austell
Goldman Sachs