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  • Exit Planning Exchange
Exit Planning Exchange
Oct
09

XPX Charlotte: Membership Social and Membership Recruitment Event

Details

Date & Time

Wed, Oct 9th, 2024 â‹… 4:00pm - 7:00pm (EDT)

Location

Rusty Bucket, 4810 Ashley Park Ln, Charlotte, NC 28210

Tickets

Charlotte Members
$0.00
Guests

Registrants

41 people attended
LW
Candace Cline of UBS is a member of XPX Charlotte
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
+36

There is no fee for this event but on-line registration is required for headcount purposes. Members are encourage to invite a first time guest that is a good for fit as an XPX member candidate.

Please email Angie Ellis at email angie@exitplanningexchange.com to register your guest.

Drinks and appetizers will be provided.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
LW
Les Watson
YellowWood Wealth Solutions
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
Craig Danforth of Bernstein Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Seth Wheeler of Founder / Owner is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
SB
Shane Brotherton
Pinnacle Financial Partners
MP
Mark Pompeo
Live Oak Bank
PS
Paul Solitario
Bray Ventures, LLC
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Jeff Cline of BGW CPA is a member of XPX Charlotte
Jeff Cline
BGW CPA
Steve Stein of VR Business Sales is a member of XPX Charlotte
Steve Stein
VR Business Sales
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Ann Williams of JP Morgan Private Bank is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
KG
Karl Graf
Modera Wealth Management, LLC
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
BA
Brandon Allain
Barry, Evans, Josephs & Snipes
Reuben Hannon of Comerica Bank is a member of XPX Charlotte
Reuben Hannon
First Horizon Bank
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
AS
Andreas Schuhmacher
Ardor Commercial Advisors, LLC
EL
Ellen Linares
Corrado Financial Group
MG
Mary Griesser
Schooley Mitchell
BB
Brandon Blell
EOS Worldwide | Brandon E. Blell, LLC
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.
BS
Brian Steen
Steen Valuation Group, LLC
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions
Emmy Lou Burchette of Burchette & Associates, Inc. is a member of XPX Charlotte
Emmy Lou Burchette
Burchette & Associates, Inc.
JS
Justin Spears
Trivest Partners
Andrew Kittelson of UBS Financial Services is a member of XPX Charlotte
Andrew Kittelson
UBS Financial Services
RM
Robert Moore
Collins, Boike & Moore PA
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Scott Butler of B2B CFO is a member of XPX Charlotte
Scott Butler
B2B CFO
EE
Erika Erlenbach
ASCENSION LAW
Steve Melton of Relation Insurnace is a member of XPX Charlotte
Steve Melton
Relation Insurnace
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies