• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Miami
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Feb
06

XPX Charlotte Membership Social and Membership Recruitment Event

Details

Date & Time

Thu, Feb 6th, 2025 â‹… 4:30pm - 7:30pm (EDT)

Location

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

Tickets

Charlotte Members
$0.00
Guests

Registrants

30 people attended
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
+25

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.

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 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
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Ann Williams of Williams Advisory, PLLC is a member of XPX Charlotte
Ann Williams
JP Morgan Private Bank
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
PW
Phil Walker
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
Bernstein Private Wealth Management
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
Kristy Busija of Next Conversation Consulting is a member of XPX Charlotte
Kristy Busija
Next Conversation Consulting
KD
Kurt Dyck
Avance Accounting, LLC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
MP
Mark Pompeo
Live Oak Bank
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Retirement Wellness Strategies
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
SB
Shane Brotherton
Pinnacle Financial Partners
DK
David Kostmayer
GBK Advisors PLLC
BM
Blake Morris
United Community Bank
DP
David Privitera
CEO Focus
TB
Tim Baier
JG
James Gorzynski
NewLeaf Brokerage
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
VR Mergers & Acquisitions