• Home
  • Find an Advisor
  • Advisor Resource Center
  • Chapters
    • Find a Chapter
      • Atlanta
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Radio Show
        • Expo
      • Austin
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Chicago
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Cleveland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Connecticut
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Dallas
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • DC Metro
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Denver
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Greater Boston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Hawaii
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Long Island
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Nashville
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New Jersey
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Philadelphia
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Phoenix
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
        • Events
        • Join
        • News
        • Summit
      • Triangle
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
    • Chapters in Development
      • Fort Worth
      • Piedmont Triad
      • Utah
    • Start a Chapter
    • Emerging Professionals
  • Knowledge Exchange
  • New & Upcoming
    • What’s New
    • National Calendar
  • About XPX
    • About
    • Advisor Principles
    • F.A.Q.s
  • Contact
    • Contact
    • Help
  • Login
    Sign up

    © 2026 XPX Global LLC. All Rights Reserved.

  • Exit Planning Exchange
Exit Planning Exchange
Jun
23

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

Login to Register
Don't have an account? Create an account
Details
Apple
Google (online)
Outlook 365 (online)
Outlook
Outlook.com (online)
Yahoo! (online)

Date & Time

Tue, Jun 23rd, 2026 ⋅ 4:00pm - 5:15pm (EDT)

Location

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

Status

Registration Open

Tickets

XPX Advisor Resource
$0.00
XPX Members
$15.00
Guests

Registrants

41 people are going
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
John Dini of The Exit Planning Coach is a member of XPX San Antonio
+36

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 Fort Worth launch founder, Daniel Hurtado. Daniel is Owner of Sunbelt Business Brokers and working to build a new XPX network in the Fort Worth market. 

This program is takes place virtually on Zoom. Here's what to expect: 

  • Our Global team will organize three breakout rounds of approximately 15-minutes
  • For each breakout round, a discussion question/topic will be provided by Daniel. 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!

DOWNLOAD THE XPX APP TO ENHANCE YOUR NETWORKING EXPERIENCE!


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. 

Make XPX Part of Your Business Plans
Attend an event
Join a chapter
Start a chapter
Find an advisor
Explore
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
  • About
  • Find an Advisor
  • Start a Chapter
  • F.A.Q.s
Learn
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
  • Knowledge Exchange
  • Owners’ Academy
  • Advisor Academy
  • Member Tips
Account
  • Login
  • Sign Up
  • Login
  • Sign Up
Connect
  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor
Help & Support
  • Help
  • Help
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map
  • Privacy Policy
  • Norms & Principles
  • Terms of Use
  • Site Map

© 2026 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

Paper-plane Linkedin Youtube

© 2026 XPX Global LLC. All Rights Reserved.

Guests
Registrant lists may take up to 24 hours to update on Events pages.
Tom Bixby of EvaluSys LLC is a member of XPX Charlotte
Tom Bixby
EvaluSys LLC
Diana Murphy of Diana Murphy Coaching, LLC is a member of XPX Atlanta
Diana Murphy
Diana Murphy Coaching, LLC
Scott Young of Alliance Private Wealth is a member of XPX Greater Boston
Scott Young
Alliance Private Wealth
Todd Robison of Cedar Point Financial Services LLC is a member of XPX Tri-State
Todd Robison
Cedar Point Financial Services LLC
John Dini of The Exit Planning Coach is a member of XPX San Antonio
John Dini
The Exit Planning Coach
Joseph Attia of Xcelerated Equity Advisors, LLC is a member of XPX Greater Boston
Joseph Attia
Xcelerated Equity Advisors, LLC
Jaco Grobbelaar of BroadVision Marketing is a member of XPX Northern California
Jaco Grobbelaar
BroadVision Marketing
Gary Aldridge of Aldridge Valuation Advisors, LLC is a member of XPX Nashville
Gary Aldridge
Aldridge Valuation Advisors, LLC
Tim Templeton of Trivest Partners - Private Equity is a member of XPX Atlanta
Tim Templeton
Trivest Partners - Private Equity
Paul Humphreys of ACT Capital Advisors is a member of XPX Northern California
Paul Humphreys
ACT Capital Advisors
Karen Tax of IAMX is a member of XPX Triangle
Karen Tax
IAMX
AV
Aksana Vasilyeva
JP Morgan Chase Bank, N.A.
Paul Chase of Off-Ramp Advisors LLC is a member of XPX Philadelphia
Paul Chase
Off-Ramp Advisors LLC
Nanette Miner of The Training Doctor, LLC is a member of XPX
Nanette Miner
The Training Doctor, LLC
TC
Timothy Carstens
Capital Pro Partners
Ted Caulkins of BizNavigators is a member of XPX Denver
Ted Caulkins
BizNavigators
Marci Caudle of Tagro Solutions is a member of XPX Philadelphia
Marci Caudle
Tagro Solutions
Kevin Krisowaty of Bernstein Private Wealth Management is a member of XPX Miami
Kevin Krisowaty
Bernstein Private Wealth Management
JD
Jody Dasilva
Leaders team
Dina Wasmer of Incite Creative is a member of XPX Maryland
Dina Wasmer
Incite Creative
Arlene Martin of Martin Financial Resources, LLC is a member of XPX Chicago
Arlene Martin
Martin Financial Resources, 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
BJ
Brian Joyce
Murphy Business Sales - Greensboro
Mary Adams of Insights7 is a member of XPX Advisor
Mary Adams
Insights7
James Brooks of Robust Flow Operations, LLC is a member of XPX Greater Boston
James Brooks
Robust Flow Operations, LLC
CG
Craig Gajewski
Bank of Clarke
Ron Buck of Murphy Business Sales – Carolinas is a member of XPX
Ron Buck
Murphy Business Sales – Carolinas
PC
Peter Colgan
Merritt Healthcare Advisors
AF
Anna Frachou
Hire-Agency
MK
Matt Kaminski
Inflection Point Leadership, LLC
NT
Nate Thompson
Triumphant Transition Partners
Eric Pritchard of Pierson Ferdinand is a member of XPX Philadelphia
Eric Pritchard
Pierson Ferdinand
Jonathan Bryan of Edward Jones is a member of XPX Austin
Jonathan Bryan
Edward Jones
Steve Gallucci of Long River Advisors, LLC (Fractional CFO) is a member of XPX Greater Boston
Steve Gallucci
Long River Advisors, LLC (Fractional CFO)
Daniel Hurtado of Sunbelt Business Brokers is a member of XPX
Daniel Hurtado
Sunbelt Business Brokers
CS
Christopher Santoli
JPMorgan
Ethan Stambler of SES ESOP Strategies is a member of XPX Triangle
Ethan Stambler
SES ESOP Strategies
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)
Philippe Lerner of PL Consulting Bookkeeping Plus is a member of XPX Maryland
Philippe Lerner
PL Consulting Bookkeeping Plus
AC
Allison Chisolm
Choice Words/Chisolm & Co.
DY
Devaron Yates
Wealth Development Strategies LLC