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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

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Details
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Date & Time

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

Location

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

Status

Registration Open

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

37 people are going
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
+32

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. 

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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
Kim Petersen of Checchi Capital Advisers is a member of XPX Houston
Kim Petersen
Checchi Capital Advisers
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
LB
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 Neri Capital Partners is a member of XPX Atlanta
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
AL
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