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  • Exit Planning Exchange
Exit Planning Exchange
May
28

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

Details

Date & Time

Thu, May 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

56 people attended
William Cornelius of M&T Bank is a member of XPX Philadelphia
TS
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
JH
+51

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 and are excited to have XPX Greater Boston member, Rick McDonald as this month's networking host. Rick is an M&A Intermediary and Partner at Exit the Family Business. 

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
  • Brief tour of the new XPX app, that we soft launched in April, highlighting key features to help you connect with fellow members and attendees

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.
William Cornelius of M&T Bank is a member of XPX Philadelphia
William Cornelius
M&T Bank
TS
Todd Souto
Dunbar Insurance
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys 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
SR
Steven Rinaldi
Steven D. Rinaldi, P.C.
Matthew Pontiff of Aprio is a member of XPX Denver
Matthew Pontiff
Aprio
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
Ted Caulkins of BizNavigators is a member of XPX Denver
Ted Caulkins
BizNavigators
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
RC
Ryan Carroll
OlenderFeldman
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Paul Stefunek of Houlihan Capital is a member of XPX Cleveland
Paul Stefunek
Houlihan Capital
Drew Bringhurst of Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants) is a member of XPX Nashville
Drew Bringhurst
Executive Financial Services, LLC ESOP Consultants(EFS, LLC ESOP Consultants)
Scott Loring of Cooperative Coaching & Mediation is a member of XPX Greater Boston
Scott Loring
Cooperative Coaching & Mediation
Yoav Cohen of NYC Advisors, LLC is a member of XPX Connecticut
Yoav Cohen
NYC Advisors, LLC
SS
Steven Sherman
Sherman Business Law
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
AK
Alex Khalarian
Fox Rothschild LLP
Dianne Campbell of PRODUCTIVITY is a member of XPX Charlotte
Dianne D. Campbell
PRODUCTIVITY
Nanette Miner of The Training Doctor, LLC is a member of XPX
Nanette Miner
The Training Doctor, LLC
Robert (Bob) Happ of 5-Point Solutions - Software & IT Services is a member of XPX Chicago
Robert (bob) Happ
5-Point Solutions - Software & IT Services
JD
Jody Dasilva
Leaders team
Michael Stier of FocusCFO is a member of XPX Charlotte
Michael Stier
FocusCFO
BM
Beth Murphy
Athena Assessment
Rich Weiner of AAFCPAs is a member of XPX Greater Boston
Rich Weiner
AAFCPAs
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Nick Sullivan of Sullivan Business Solutions is a member of XPX Triangle
Nick Sullivan
Sullivan Business Solutions
Warren Rutherford of Rutherford Advisors, Inc. is a member of XPX Greater Boston
Warren Rutherford
The Executive Suite
Steven Collins of XML Financial Group is a member of XPX DC Metro
Steven Collins
XML Financial Group
Greg Duncan of Murphy Business & Financial Services is a member of XPX DC Metro
Greg Duncan
Murphy Business & Financial Services
KH
Kevin Halpin
Newport
Shelley Detwiller DiGiacomo of Engelman Berger, P.C. is a member of XPX Phoenix
Shelley Detwiller Digiacomo
Engelman Berger, P.C.
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
Doug Gray of Action Learning Associates is a member of XPX Nashville
Doug Gray
Action Learning Associates
CS
Carmen Sebro
Summit Revere Capital
Patrick Renn of The Renn Wealth Management Group is a member of XPX Atlanta
Patrick Renn
The Renn Wealth Management Group
JS
Jennifer Smiljanich
SJS Investment Services
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
JT
Jon Thielen
Company Counsel LLC
TC
Timothy Carstens
Capital Pro Partners
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
William Ferguson of Baltimore Washington Business Brokers, LLC is a member of XPX Maryland
William Ferguson
Baltimore Washington Business Brokers, LLC
Jeff Weingrad of Incite Business Partners is a member of XPX Triangle
Jeff Weingrad
Incite Business Partners
Irene Jozefowicz-Norton of Norton Advisory Group,Inc. is a member of XPX Tri-State
Irene Jozefowicz-Norton
Norton Advisory Group,Inc.
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
CS
Carlos Sava
Clifton & Co.
Jonathan Bello of One 8 Solutions, LLC is a member of XPX Greater Boston
Jonathan Bello
One 8 Solutions, LLC
Michelle Fritsch of Propel Comprehensive Wellness is a member of XPX Charlotte
Michelle Fritsch
Propel Comprehensive Wellness
JA
Jon Appel
Peoples Bank
Mimi Schwarz of Your Daily Finances, LLC is a member of XPX Maryland
Mimi Schwarz
Your Daily Finances, LLC
Natalie Birdwell of Birdwell Advisors is a member of XPX Maryland
Natalie Birdwell
Birdwell Advisors