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  • Exit Planning Exchange
Exit Planning Exchange
Jan
14

XPX Philadelphia - New Year, New Connections: Meet, Greet and Mingle II

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Details
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Date & Time

Wed, Jan 14th, 2026 ⋅ 4:00pm - 7:00pm (EST)

Location

Parx Casino, “Liberty Beer Garden” 2999 Street Road, Bensalem, PA 19020

Status

Registration Open

Tickets

Non-members
$50.00
Philadelphia XPX Members
$40.00
Guests

Registrants

80 people are going
HJ
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
+75

Join us to kickstart the year with great company and meaningful connections.

This all-member event is an exciting opportunity to mingle with XPX Philadelphia members, colleagues, and guests at one central location.

This event is open to all XPX Philadelphia members, their colleagues, and invited guests.

Registration Fees:

XPX Philadelphia Members: $40.00
Non-Members: $50.00

Registration fee covers appetizers, $25.00 in PARX Free Slot Play and 2 drinks.

We can't accommodate walk-ins/same day registrations.  Please register in advance to guarantee a spot.


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.


Thank you to our January Event Sponsors:






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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.
HJ
Heather Johnston
Maximus Partners, LLC
Max McCauley of Offit Kurman, P.A. is a member of XPX Philadelphia
Max McCauley
Offit Kurman, P.A.
Christopher Freddo of Bryn Mawr Capital Management is a member of XPX Philadelphia
Christopher Freddo
Bryn Mawr Capital Management
Karl Berger of Fractal Sales Solutions is a member of XPX Philadelphia
Karl Berger
Fractal Sales
IL
Isaac Lepro
Sharp Financial
SO
Stephanie Ott
JP Morgan
Wade Rice of Citizens Bank is a member of XPX Philadelphia
Wade Rice
Citizens Bank
Martin Abo of Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC is a member of XPX Philadelphia
Martin Abo
Abo and Company, LLC / Abo Cipolla Financial Forensics, LLC
Matt Kardish of Stephano Slack LLC is a member of XPX Philadelphia
Matt Kardish
Stephano Slack LLC
RR
Rob Radzinski
Stephano Slack
PD
Pat Dougherty
Stephano Slack LLC
JR
Jessica Reilly
Stephano Slack
Jim Butler of Wealth Enhancement is a member of XPX Philadelphia
Jim Butler
Wealth Enhancement
MH
Max Heller
Centri Consulting
JC
John Cooney
Centri Business Consulting, LLC
DW
David Wietlisbach
Haverford Trust Company
Michael Karwic of Glenayr Family Advisors is a member of XPX Philadelphia
Michael Karwic
Glenayr Family Advisors
ML
Michael Lipschutz
Kreischer Miller
TP
Theodore Passyn
BNY Mellon
JP
Jeff Pugh
Fulton Bank
Andrew Flogel of Northern Trust is a member of XPX Philadelphia
Andrew Flogel
Northern Trust
JC
Jaeden Cruz
BNY Wealth
DD
David Demuth
CFO Consulting Partners LLC
WC
William Cornelius
M&T Bank
RA
Rob Ahrens
M&T Bank
SR
Schuyler Rooke
Mid-Atlantic Partners
JG
Jennifer Gaynor
VR Business Sales Mergers and Acquisitions
Susan Rosner of Calder Associates is a member of XPX Philadelphia
Susan Rosner
Calder Associates
Bob Molony of Expense Reduction Analysts is a member of XPX Philadelphia
Bob Molony
ERA Group
MB
Margaret Brenner
Highstreet Insurance Partners
CW
Colin Williams
USI
JN
Judit Nagy-Eichelberger
Janney Montgomery Scott
MD
Michael Dougherty
Commonwealth M&A
ES
Emily Sorbello
Key Bank
Kim Arnold of WSFS Bank is a member of XPX Philadelphia
Kim Arnold
WSFS Bank
Bryan McGrath of BNY Mellon Wealth Management is a member of XPX Philadelphia
Bryan McGrath
BNY Mellon Wealth Management
KL
Karyn Lyman
Bernstein Private Wealth Management
KK
Ken Kaissar
Bristol Riverside Theater
AC
Anthony Chwastyk
Cohen Seglias Pallas Greenhall & Furman, P.C.
CC
Charles Clark
OceanFirst Bank
TH
Tom Hyland
Brown Brothers Harriman
JL
Jake Libucha
Wouch Maloney & Co., LLP
William Meagher of Bank of America Private Bank is a member of XPX Philadelphia
William Meagher
Bank of America Private Bank
MD
Mike Dokas
Breakwater Consulting Partners
JS
Joseph Silva
SAX LLP
CB
Colin Baker
Sax LLP
KK
Kat Kelly
The O'Connor Group
HB
Harry Bickel
Precision Benefits Group
JB
James Buckby
DLC Consulting
PD
Patrick Dolan
Delancey Street Partners
JD
Jesse Dilaura
Insperity
JS
Jonathan Smith
Fairmount Partners
BG
Bryan Gift
USI
DV
Dan Vereb
Brown Brothers Harriman & Co.
GS
Greg Smith
Attolon Partners
JR
Jr Raebiger
Key Private Bank
LV
Lorenzo Vizza
Maximus Partners LLC
DB
Doug Bloom
DAB VENTURES, INC.
SH
Shawn Hopkins
Cyberglobal Philadelphia
JD
Jim Deluccia
Attolon Partners
AW
Amit Wellner
TacItOn
Diane DeCesare of Armanino LLP is a member of XPX Philadelphia
Diane Decesare
Armanino LLP
JT
Jeff Tallman
Griffin Financial Group
JS
James Smith
Total Technology Resources, LLC
RA
Raymond Agran
Offit Kurman
MS
Mike Steen
Attolon Partners, LLC
SJ
Samantha Jouin
Way Forward Advisory LLC
AT
Andre Thickening
Wouch, Maloney & Co., LLP
GC
Gregory Carafello
First Choice Business Brokers of New York Region
EO
Ed O'Sullivan
VR Business Sales Mergers and Acquisitions
RB
Raymond Babik
Coventry
SW
Shara Wells
Coventry
PG
Patty Graver
Third Arch Investments
Mark Standring of Wells Fargo Advisors Financial Network is a member of XPX Philadelphia
Mark Standring
Wells Fargo Advisors Financial Network
DM
Dominic Mesko
Armanino Advisory LLC
KW
Kenneth Walser
PCR Partners
AW
Ashleigh Wilson
CLM Financial Enterprises
JS
John Shepardson
Highland Advisors Group, LLC