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  • Exit Planning Exchange
Exit Planning Exchange
Nov
20

XPX Members Only Cross-Chapter Power Networking: Maximizing Your Value as An Advisor

Details

Date & Time

Thu, Nov 20th, 2025 ⋅ 4:00pm - 5:15pm (EDT)

Location

Virtual - you'll receive Swapcard info to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

58 people attended
Benjamin Cohen of 20/20 Capital Advisory Group is a member of XPX Nashville
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Brad Mart of PivotPoint Company is a member of XPX Chicago
Matt Melago of Opportunity Capital is a member of XPX Charlotte
+53

Maximizing Your Value as An Advisor 

The magic of our XPX community happens at the intersection of networking and learning.

This month’s cross-chapter networking breakouts will be focused on three questions about how you and your fellow advisors work to maximize the value of your client engagements.

Our moderator this month is Mary Adams. Mary is a co-founder of both XPX and Insights7.  She’ll tee up the questions and facilitate a large group discussion at the end so folks can continue to learn from and about each other. 

How to join the program on November 20th:

Join the Zoom session promptly by clicking on the Live Session in Zoom tab (pictured below) on the Cross-Chapter Community homepage of Swapcard. We'll begin on the hour with a brief introduction before diving into the networking. 



Important note for members who are first-time users of Swapcard: Please register by Wednesday, November 19 in order to be added to the Swapcard platform the day before the program. 

Registration Fee: $15.00

Event registration will close 1 hour to start time. 


Event Registration Cancellation Policy: You may request a full refund for your event registration up to 72 hours before the scheduled date and time. After that deadline, the sale is final and no refunds or credits will be issued. The registration fee is non-transferable, non-substitutable and no replacements are offered.

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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.
Benjamin Cohen of 20/20 Capital Advisory Group is a member of XPX Nashville
Benjamin Cohen
20/20 Capital Advisory Group
David Spellman of Spellman Capital Strategies is a member of XPX San Antonio
David Spellman
Spellman Capital Strategies
Leslie Fajfer of CLA is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Leslie Fajfer
CLA
Brad Mart of PivotPoint Company is a member of XPX Chicago
Brad Mart
PivotPoint Company
Matt Melago of Opportunity Capital is a member of XPX Charlotte
Matt Melago
Opportunity Capital
Randall Richard of Richard Brothers Financial Advisors is a member of XPX Greater Boston
Randall Richard
Richard Brothers Financial Advisors
John Carpenter of era Group is a member of XPX New Jersey
John Carpenter
Era Group
JS
John Sweeney
Offit Kurman, P.C.
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Jason Rorie of Triad InfoSec is a member of XPX Houston
Jason Rorie
Triad InfoSec
RG
Ron Gerrans
Alpine Growth Partners
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
Lynette Buitt of Vantage Talent M&A Group is a member of XPX Nashville
Lynette Buitt
PeopleFirst M&A Partners
Ken Zinghini of Martin LLP is a member of XPX Fairfield County
Ken Zinghini
Martin LLP
CM
Craig Martin
Global Team Impact
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
Juan Ros of Forum Financial Management, LP is a member of XPX
Juan Ros
Forum Financial Management, LP
John Jones of John P. Jones, Inc. is a member of XPX Chicago
John Jones
John P. Jones, Inc.
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
Eric Togneri of ExitOnTop is a member of XPX
Eric Togneri
Neri Capital Partners
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
NT
Nate Thompson
Triumphant Partners
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
YR
Yana Reiser
FML
Stacy Sutton of Georgia Oak Partners is a member of XPX Atlanta
Stacy Sutton
Georgia Oak Partners
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
PF
Paula Feinberg
GranVida Wealth at Steward Partners
Jim Gerberman of Corporate Finance Associates is a member of XPX Austin
Jim Gerberman
Corporate Finance Associates
Ally Lamson of WTW is a member of XPX Philadelphia
Ally Lamson
WTW
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, LLC
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Jarrad Holtze of The IEPA is a member of XPX
Jarrad Holtze
The IEPA
Louis Bernardi of BritePath aka Group Planners Inc is a member of XPX Tri-State
Louis Bernardi
BritePath Benefit Strategists
Mary Fazio of Morgan Stanley is a member of XPX Atlanta
Mary Fazio
Morgan Stanley
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
PC
Paul Carleton
Carleton McKenna & Co LLC
Pete Cooper of B10 Capital and B10 Energy is a member of XPX Chicago
Pete Cooper
B10 Capital and B10 Energy
RF
Ray Fernandez
Ray Fernandez, Jr. CPA, CFP, CBEC, CM&AA, CVGA
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
Shelley Detwiller DiGiacomo of Engelman Berger, P.C. is a member of XPX Phoenix
Shelley Detwiller Digiacomo
Engelman Berger, P.C.
IL
Isaac Lepro
Sharp Financial
EP
Edward Papier
Amadeus Wealth Alternatives
JJ
Jason Jimenez
IMD Insurance & Financial Services
MM
Michael McEntee
A. Neumann & Associates
Fred Kaplan of Stony Hill Advisors is a member of XPX Philadelphia
Fred Kaplan
Stony Hill Advisors
OZ
Omid Zareh
Weinberg Zareh Malkin Price LLP
Benjie Hughes of Hopeless Marketing is a member of XPX Greater Boston
Benjie Hughes
Hopeless Marketing
Tom Furnas of Growth Strategies Group LLC is a member of XPX Cleveland
Tom Furnas
Inglewood Associates
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
JC
James Custer
ROI Performance Group, Inc.
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Avi Sinensky
Rivkin Radler LLP
AK
Alex Khalarian
Fox Rothschild LLP
Susan Towers of Towers Fractional Marketing is a member of XPX Philadelphia
Susan Towers
Towers Fractional Marketing