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  • Exit Planning Exchange
Exit Planning Exchange
Apr
28

XPX Advisor Exchange (Cross-Chapter/Members-Only)

Details

Date & Time

Tue, Apr 28th, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Location

Virtual on Zoom - you'll receive a Zoom link to access the program

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

68 people attended
Mary Adams of Insights7 is a member of XPX
SD
SD
Doug Gray of Action Learning Associates is a member of XPX Nashville
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
+63

PLEASE NOTE: PROGRAM BEGINS AT 4PM EASTERN TIME 

REGISTRATION CLOSES 1 HOUR BEFORE START TIME

MEMBERS-ONLY EVENT


Previously called Cross-Chapter Power Networking, the XPX Advisor Exchange is a great way to meet other XPX members across the country. We'll be continuing with the same format while also featuring a soft launch of our new XPX app, giving everyone attending the opportunity to be among the first to try it out. Here's what to expect: 

  • Our Global team will organize three rounds of approximately 15-minute breakout rounds
  • For each breakout round, you'll be automatically assigned with a group with two-three fellow XPX members (you'll meet a total of around six new people in each hour)
  • We'll wrap up the networking with a short discussion where attendees have the opportunity to share key takeaways and insights
  • Full tour of the new XPX app, highlighting its key features and how to engage with the network

The XPX Advisor Exchange is just one more way we fulfill the promise of powerful inter-disciplinary connections and learning. You might even find a great resource for your clients!

XPX Mobile App Download and Login Instructions


APPLE APP STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://apps.apple.com/us/app/xpx-exit-planning-exchange/id6760301176


GOOGLE PLAY STORE


  • Search for “XPX-Exit Planning Exchange” or scan the QR code
  • Select “XPX-Exit Planning Exchange” in the results, click GET and download
  • Open the app
  • Click the profile icon located at the top right of the app home page to log in using your XPX profile email
  • The system will send you an access code to set a password
  • You should now have access to the event 
  • Now that you’re logged in, you can make edits to your profile by clicking on the profile button at the top right of the home page
  • URL: https://play.google.com/store/apps/details?id=io.mobileup.xpxglobal


Registration Fee: $15.00

Event registration will close 1 hour to start time. 

If you have any questions, please email Community Manager, Cheryl Centeno, at cheryl@exitplanningexchange.com. 

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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.
Mary Adams of Insights7 is a member of XPX
Mary Adams
Insights7
SD
Sabrina Donley
Chief Outsiders
Doug Gray of Action Learning Associates is a member of XPX Nashville
Doug Gray
Action Learning Associates
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
MM
Michael McEntee
A. Neumann & Associates
Rick McDonald of Exit The FamilyBusiness is a member of XPX Greater Boston
Rick McDonald
Exit - Boston LLC.
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
Mario D'Amore of NBH Bank is a member of XPX New York
Mario d'Amore
NBH Bank
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
KP
Kim Pruett
theKFORDgroup
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
JH
Jennifer Herbst
Trusted Associates
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
KH
Kevin Halpin
Newport
Emily Feeley of AAFCPAs is a member of XPX Greater Boston
Emily Feeley
AAFCPAs
Anthony Festa of Marshall & Stevens is a member of XPX Tri-State
Anthony Festa
Marshall & Stevens
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Scott Young
Alliance Private Wealth
NT
Nate Thompson
Triumphant Transition Partners
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
RA
Ryan Anderson
Morgan Stanley
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
Jason Rorie of Triad InfoSec is a member of XPX Houston
Jason Rorie
Triad InfoSec
Rick Drumm of Peak Leadership Teams, LLC is a member of XPX Hartford
Rick Drumm
Peak Leadership Teams, LLC
RC
Ryan Carroll
OlenderFeldman
Bill Loew of Miles Consulting Group, Inc. is a member of XPX Northern California
Bill Loew
Miles Consulting Group, Inc.
JM
Jared Miller
Edward Jones
Margaret Wilson of Tandem Partners is a member of XPX Maryland
Margaret Wilson
Tandem Partners
Av Sinensky of Falcon Rappaport & Berkman LLP is a member of XPX Long Island
Av Sinensky
Falcon Rappaport & Berkman LLP
Ejaz Syed of Huntington National Bank is a member of XPX Chicago
Ejaz Syed
Huntington National Bank
Daniel Hurtado of Sunbelt Business Brokers is a member of XPX
Daniel Hurtado
Sunbelt Business Brokers
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
SA
Sean Andrews
ERA Group
RG
Ronald Grasso
UBS Financial
Michael Gershfeld of Emely AI is a member of XPX Long Island
Michael Gershfeld
Emely AI
AM
Ashley Madden
GenCrest Capital Partners
Richard Glassman of ESOP Plus LLC is a member of XPX Greater Boston
Richard Glassman
ESOP Plus LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Eric Togneri of ExitOnTop is a member of XPX Atlanta
Eric Togneri
My Biz Worth
RB
Rudy Buel
RB Sales Solutions powered by Sales Xceleration
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
Paul Humphreys of ACT Capital Advisors is a member of XPX Northern California
Paul Humphreys
ACT Capital Advisors
Paul Visokey of Stony Hill Advisors is a member of XPX Tri-State
Paul Visokey
Stony Hill Advisors
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
Jonathan Bryan of Edward Jones is a member of XPX Austin
Jonathan Bryan
Edward Jones
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
NK
Namita Kathuria
Integrity Financial Group, LLC / LPL Financial
Nathan Klatt of Rockport Investment Partners is a member of XPX Austin
Nathan Klatt
Rockport Investment Partners
Paul Cronin of Touchstone Advisors is a member of XPX Greater Boston
Paul Cronin
Touchstone Advisors
Stephen Davis of Safe Harbor Asset Management is a member of XPX Tri-State
Stephen Davis
Safe Harbor Asset Management
JJ
Jason Jimenez
IMD Insurance & Financial Services
CS
Charles Sacco
Louis C. Ciliberti & Associates
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
Allie Flood of Brown Brothers Harriman is a member of XPX Tri-State
Allie Flood
Brown Brothers Harriman
Jonathan Fox of Kelleher + Holland, LLC is a member of XPX Chicago
Jonathan Fox
Kelleher + Holland, LLC
Francis Borges of ERA Group is a member of XPX Connecticut, Long Island, New Jersey, New York, Tri-State
Francis Borges
ERA Group
Joseph Attia of Xcelerated Equity Advisors, LLC is a member of XPX Greater Boston
Joseph Attia
Xcelerated Equity Advisors, LLC
Dale Jackson of Jackson Advisory Group is a member of XPX
Dale Jackson
Jackson Advisory Group
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
MM
Monika Miles
Miles Consulting Group
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Stuart Welsh of EGT Advisors is a member of XPX Maryland
Stuart Welsh
EGT Advisors
JD
Jody Dasilva
Leaders team