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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Sep
17

XPX Charlotte: Welcome Back, Chapter History & Planning for a Compelling Future

Details

Date & Time

Wed, Sep 17th, 2025 â‹… 3:00pm - 5:00pm (EDT)

Location

Consolidated Planning 6115 Park South Drive, Suite 200 Charlotte, NC 28210

Tickets

Charlotte Members
$0.00
Guests

Registrants

45 people attended
ED
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
MP
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
+40

We will begin with an extended social network beginning at 3pm. This will be followed by a chapter history from the founders, an update, and discussion of the future. Your input is needed!

And, as usual, we will continue the community building via our social hour immediately following the event.

Facilitator:


Ann Marie Williams

XPX Charlotte Chapter President


Panel - Original Chapter Founders:


Tom Bixby

EvaluSys



Adam Petricoff

M&A Advisor



Michael Stier

FocusCFO



Brandy Milazzo

Summit Law


Educational Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, registration is required for venue security access and so we have an accurate headcount for catering planning.


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Guests
Registrant lists may take up to 24 hours to update on Events pages.
ED
Emeline Dunn
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Robert Snowden of South Park Advisors, LLC is a member of XPX Charlotte
Robert Snowden
South Park Advisors, LLC
MP
Mark Pompeo
Live Oak Bank
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
Jeff Wolfberg of CEO Focus is a member of XPX Charlotte
Jeff Wolfberg
CEO Focus
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
RP
Roy Pelkey
EOS Worldwide
KD
Kurt Dyck
Avance Accounting, LLC
Scott Jones of Scott Jones Financial is a member of XPX Charlotte
Scott Jones
Scott Jones Financial
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
Dianne Chase of Chase Media & Communication is a member of XPX Charlotte
Dianne Chase
Chase Media & Communication
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
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
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
Drew Partridge of Now Exit, LLC. is a member of XPX Charlotte
Drew Partridge
Now Exit, LLC.
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
CB
Clay Bruin​​​​
Scott Insurance
EC
Emily Cockroft
NFP
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
SP
Shay Prosser
North 12 Partners
Mary Lytch of Park National Bank is a member of XPX Charlotte
Mary Lytch
Park National Bank
Justin Sandridge of Murphy Business Sales - Charlotte is a member of XPX Charlotte
Justin Sandridge
Murphy Business Sales - Charlotte
Matt Doherty of Carnegie Private Wealth is a member of XPX Charlotte
Matt Doherty
Carnegie Private Wealth
Craig Danforth of Regions Bank - Private Wealth Management is a member of XPX Charlotte
Craig Danforth
TBD
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Adam Petricoff of Let's Make a Deal is a member of XPX Charlotte
Adam Petricoff
Let's Make a Deal
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
EL
Ellen Linares
Corrado Financial Group
BS
Brian Steen
Steen Valuation Group, LLC
RM
Robert Moore
Collins, Boike & Moore PA
MC
Manny Clark
Winstead PC
Joel Gardner of Consolidated Planning is a member of XPX Charlotte
Joel Gardner
Consolidated Planning
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
EE
Erika Erlenbach
Summit Law
Dr. Elizabeth Teagarden of The Teagarden Group, LLC is a member of XPX Charlotte
Dr. Elizabeth Teagarden
The Teagarden Group, LLC
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace