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  • Exit Planning Exchange
Exit Planning Exchange
Apr
11

XPX Charlotte: Membership Social & Membership Recruitment Event

Details

Date & Time

Thu, Apr 11th, 2024 â‹… 4:30pm - 6:30pm (EDT)

Location

Rusty Bucket Restaurant and Tavern 4810 Ashley Park Lane Charlotte, NC 28210

Tickets

Charlotte Members
$0.00
Non-Members
$0.00
Guests

Registrants

48 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
BA
+43

There is no charge for this event but on-line registration is required for headcount purposes.

Two drink maximum and appetizers will be provided.


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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.
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
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth
Taja Graham of TMG Solutions Advisors is a member of XPX Charlotte
Taja Graham
TMG Solutions Advisors
BA
Brandon Allain
ML
Micah Long
EL
Ellen Linares
Selwyn Financial LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Peter Cooper
B10 Capital
MH
Mark Holmes
FairView Financial Advisors
PS
Paul Solitario
Bray Ventures, LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
MP
Mark Pompeo
Live Oak Bank
SD
Sherre’ Demao
BizGrowth Inc
BB
Bob Battista
B2B CFO
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
DH
Drew Horine
Escape Plan Marketing
HB
Harry Blondell
Sandee Road Ventures
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
DK
Diona Kidd
Knowmad Digital Marketing
DS
David Solis
First Citizens
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Dye Culik
Dye Culik PC
JK
Jay Kelly
Rootstock Consulting
KH
Kenneth Hollander
First Citizens Bank
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Owner - Halcyon Wealth Strategies
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
KD
Kurt Dyck
Avance Accounting, LLC
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
RH
Russell Hughes
Hughes Realty Advisors
GD
Greg Dickinson
Dogwood State Bank
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Ascension Law
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
GL
Gustavo Larotta
QC Strategies
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
ML
Matt Levenson
Kian Capital
TR
Tom Reda
Profit Advisory Group
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Elizabeth Teagarden
CTK@work
EE
Erika Erlenbach
ASCENSION LAW