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    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Nov
19

XPX Charlotte: Ensuring personal success after exit (Members Only)

Details

Date & Time

Wed, Nov 19th, 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

35 people attended
MB
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Jerome Myers of Exit to Excellence is a member of XPX Charlotte
BS
+30

This event will focus on the legacy, financial, and personal planning for owners. Please bring your insights on this important topic.

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

Our Speakers:

Seth Wheeler, CEPA
Halcyon Wealth Strategies

Jerome Myers, CEPA, MBA
Exit to Excellence

Wesley Howell, JD
Howell Law, PLLC


Educational Event Pricing:

No fee for XPX Charlotte members and first-time guests. However, Registration is required for headcount purposes.

(Member referral is required- members (not guest) must email angie@exitplanningexchange.com to register their guest).   

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MB
Matt Bowles
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Seth Wheeler of Rockefeller Global Family Office & Capital Management is a member of XPX Charlotte
Seth Wheeler
Principal - Halcyon Wealth Strategies
Jerome Myers of Exit to Excellence is a member of XPX Charlotte
Jerome Myers
Exit to Excellence
BS
Brian Steen
Steen Valuation Group, LLC
MP
Mark Pompeo
Live Oak Bank
Paul Wehrly of Sales Xceleration is a member of XPX Charlotte
Paul Wehrly
Sales Xceleration
Doug Havas of Pinnacle Sales Advisors is a member of XPX Charlotte
Doug Havas
Pinnacle Sales Advisors
Candace Cline of UBS is a member of XPX Charlotte
Candace Cline
UBS
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
Tony Caldwell of The 2326 Group, LLC is a member of XPX Charlotte
Tony Caldwell
The 2326 Group, LLC
Drew Partridge of Now Exit, LLC. is a member of XPX Charlotte
Drew Partridge
Now Exit, LLC.
PS
Paul Solitario
Bray Ventures, LLC
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
William McKee of Knowmad Digital Marketing is a member of XPX Charlotte
William McKee
Knowmad Digital Marketing
Joanna Beck of Beck Insights is a member of XPX Charlotte
Joanna Beck
Beck Insights
KD
Kurt Dyck
Condor CFO & Accounting
Fred Sheffield of 5 Stones Growth Systems is a member of XPX Charlotte
Fred Sheffield
5 Stones Growth Systems
Mary Griesser of MLG Advisors is a member of XPX Charlotte
Mary Griesser
Schooley Mitchell
Shawn Garrett of Garrett, PLLC is a member of XPX Charlotte
Shawn Garrett
Garrett, PLLC
SP
Shay Prosser
North 12 Partners
RM
Robert Moore
Collins, Boike & Moore PA
Erica Yount of Modera Wealth Management, LLC is a member of XPX Charlotte
Erica Yount
Modera Wealth Management, LLC
Bishop Beall of Five Stones Advisors LLC (Sales Xceleration) is a member of XPX Charlotte
Bishop Beall
Five Stones Advisors LLC (Sales Xceleration)
Joe Culik of Dye Culik PC is a member of XPX Charlotte
Joe Culik
Dye Culik PC
EL
Ellen Linares
Corrado Financial Group
Chuck Cooper of WhiteWater Consulting LLC is a member of XPX Charlotte
Chuck Cooper
WhiteWater Consulting LLC
Brandy Milazzo of Summit Law is a member of XPX Charlotte
Brandy Milazzo
Summit Law
Jason Bush of Commercial Real Estate Strategic Advisory is a member of XPX Charlotte
Jason Bush
Linville Team Partners
WF
Winston Felker
Andrew Tucker of AETucker Consulting is a member of XPX Charlotte
Andrew Tucker
AETucker Consulting
Steve Melton of Relation Insurance is a member of XPX Charlotte
Steve Melton
Relation Insurnace
James Gorzynski of Certified Exit Planners is a member of XPX Charlotte
James Gorzynski
Certified Exit Planners
TS
Tyler Soltis
JCMR Technology